Senior Compliance Paralegal
4 weeks ago
A Senior Estates, Trusts, and Probate Paralegal at our growing client-focused University Place 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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