Role Overview We are seeking an experienced Estate Attorney to join our team and focus on the administration side of estate planning. This role is dedicated to guiding families through the estate process following a death, including managing death claims, handling estate administration steps, and ensuring that legal and financial matters are efficiently resolved. The ideal candidate will balance technical expertise with empathy, providing families clarity and support during a challenging time.
This role would be based out of our corporate office in Scottsdale.
Duties and responsibilities- Lead estate and trust administration-including probate, post-death asset distribution, and death claims coordination with insurers, banks, and third parties.
- Serve as a trusted guide to families and fiduciaries in navigating required next steps after a client's passing.
- Collaborate internally with Trajan's in-house financial advisors and tax professionals to align estate settlement with broader wealth strategies
- Draft, review, and file administration documents (e.g., probate petitions, inventories, accountings).
- Communicate with executors, trustees, and beneficiaries in clear, empathetic terms-explaining complex procedures with sensitivity and understanding.
- Protect heirs' interests, ensuring proper distribution, asset transfer, and minimizing legal pitfalls.
- Stay current on relevant laws, including probate, trust, and estate tax rules both federally and within Arizona (and other states as applicable).
Qualifications- Juris Doctor (JD); licensed to practice law in Arizona.
- Minimum 3 years handling estate administration, probate, or trust law; estate planning experience preferred.
- Proficiency in probate procedures, fiduciary duties, estate tax considerations, and asset distribution processes.
- Exceptional interpersonal communication, with the ability to educate and support individuals during emotionally sensitive situations.
- Detail-oriented, organized, and able to manage multiple cases under deadlines.
- Operating mindset aligned with fiduciary principles-client-first, transparent, and collaborative.
Benefits- $100,000 base salary plus bonus
- 401(k) with a matching contribution up to 13%.
- United Healthcare PPO medical coverage for employees, paid by the company.
- Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
- Generous holidays and PTO.
- Future career growth opportunity.
Come and join a team that is making a difference in their clients and employee's lives! 
