Job Description

Who you are...

The Drafting Specialist is responsible for efficiently preparing quality legal documents, supporting the Operations and Sales Teams to coordinate the production and timely delivery of accurate, legally sustainable estate planning documents. 

A typical week might include the following...

Draft legal estate planning documents that are legally sustainable to client-defined specifications using approved document preparation software and maintaining compliance with all Arizona CLDP regulations and estate planning practices. 

Manage assigned caseload ensuring preparation and delivery of legal documents are within established business standards and maintain proper documentation/records in the Client Relationship Management (CRM) system. 

Assist with the review of documents for completeness and accuracy prior to delivery including review of format, content, dates, names, personally identifiable information (PII), grammar, etc. 

Perform other job-related duties as assigned.

This role might be for you if you have...

High School Diploma or GED.

2 years of legal document preparation experience.

Attention to detail and the ability to proofread with a high degree of accuracy. 

Typing and 10 key abilities.

AZ Supreme Court Certified Legal Document Preparer (CLDP)

Bonus points if you have...

2 years of Estate planning experience

Notary Public

About Us...

We are considered leaders in the local credit union space, and we are growing like crazy. We’ve got a culture focused on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn more at

We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

Apply Online