Job Description

A Senior Estates, Trusts, and Probate Paralegal at our client-focused Richland, Washington office offers critical, hands-on support for attorneys and families navigating estate planning, probate, and trust administration. The role combines technical excellence with empathy, client service, and superb organizational skill

Key Responsibilities

• Draft and prepare complex documents including wills, trusts, powers of attorney, probate pleadings, accountings, deeds, and court filings.
• Organize, value, and marshal estate and trust assets, handle asset transfers and funding of trusts, and assist with tax research and planning.
• Support the attorney by maintaining probate and trust administration timelines, compliance calendars, and accurate client records.
• Communicate with clients, heirs, fiduciaries, and courts to gather information, relay status updates, coordinate signings/executions, and provide empathetic guidance.
• Oversee and review case files, prepare status reports, and coordinate with other administrative and legal staff to ensure seamless workflow.
• Monitor deadlines, e-file documents, maintain documentation for meetings and calls, and notarize as needed.
• Conduct legal and factual research on estate, trust, and probate issues, including reviewing real estate records and coordinating transfers.

Qualifications

• Minimum of 5 years’ experience in estate planning, probate, or trust administration, preferably in a boutique or client-focused setting.
• Paralegal Certificate from an ABA-approved program or equivalent experience required.
• Superior drafting skills and experience with Washington court rules and filings.
• Excellent organizational abilities and attention to detail, able to manage multiple cases independently.
• Proficiency in MS Office, document management, and calendar software.
• Strong communication skills and empathetic, professional client manner.
• Notary Public (or willingness to obtain) preferred

This senior paralegal role is ideal for a detail-driven, autonomous professional who values compassionate client service, teamwork, and meaningful involvement in clients’ lives

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