Legal Assistant - Estate Planning chez Emily R. Taylor, Attorney PLLC

Legal Assistant
Emily R. Taylor, Attorney PLLC | Phoenix, Arizona
Full-Time, In-Person | Hours: Monday–Thursday 8:00–4:30, Friday 8:00–2:30

About the Firm

Emily R. Taylor, Attorney PLLC is a mission-driven Arizona law firm focused on estate planning and disability planning for individuals and families. We help clients clarify their wishes, protect what matters most, and create plans that prepare them for both everyday life and the unexpected. Our work often involves helping parents plan for a child with a disability, guiding blended families through complex decisions, and supporting individuals who want to ensure their voices are heard through every stage of life.

Our team is guided by five core values: candor, reliability, commitment to growth, drive, and attention to detail. We are seeking someone who embodies these qualities and wants to grow with a firm that cares deeply about the people it serves.

We welcome candidates with experience in legal, or non-legal, professional office settings. If you have supported multiple supervisors, managed competing priorities, and maintained an organized and steady workflow, you may be an excellent fit for this role. This role is often a natural fit for individuals with backgrounds in highly detail-focused careers such as mortgage closing, data entry, or other fields where precision and consistency are key.

About the Role

The Estate Planning Legal Assistant plays a central role in the daily success of our firm. Responsibilities include preparing files for drafting, drafting basic estate planning documents, organizing signing appointments, assisting during signings, and preparing final plans to deliver to clients.

We are looking for a detail-oriented, steady, and reliable individual, someone who can focus quietly on their work while also being a calm and reassuring presence with clients. Accuracy, professionalism, and a genuine sense of care for each client’s experience are essential.

Key Responsibilities

• Prepare client files, draft basic estate planning documents, and ensure accuracy in all deliverables
• Organize and prepare documents for signing, assist during signings, and present final plans to clients
• Review and manage client files to keep them complete and organized
• Serve as a point of contact for clients—providing updates, answering non-legal questions, and coordinating with the legal team
• Track client progress to keep milestones and deadlines on schedule
• Identify and resolve issues proactively to ensure seamless service
• Collaborate with attorneys and team members to maintain high service standards
• Assist with e-filing, drafting, and other legal administrative tasks as needed

Requirements

• Prior professional office experience; interest in the legal field preferred
• Proficiency in Microsoft Office, Adobe Acrobat; experience with Clio and WealthCounsel a plus (willing to train)
• Strong typing, grammar, and proofreading skills
• Excellent attention to detail and organizational habits
• Ability to prioritize tasks and meet deadlines
• Strong writing and communication skills with a client-centered, professional demeanor
• Punctual, proactive, and committed to professional growth

Benefits

• Salary: $52,000 – $62,000 annually, based on experience and background, with growth opportunities as you develop with the firm
• PTO and firm holidays
• Health, dental, vision, and life insurance
• 401(k) with employer match after eligibility period
• Supportive, stable workplace where your contributions are valued

Our Core Values

• Candor: Open, honest communication and direct feedback
• Reliable: We keep our word and follow through
• Evolving: Growth and learning are part of doing great work
• Drive: We take initiative and act with purpose
• Detailed: We care deeply about quality and precision

To Apply

Please submit your resume and a cover letter explaining why this role is the right next step in your career. Share how you work, what drives you, and why you would be a great fit for our team.

No direct inquiries or agency submissions, please. We appreciate your interest and will contact candidates selected for next steps.