Paralegal

About the Position

We are looking for a highly experienced, organized, and client-focused paralegal to support our attorneys and clients with estate planning, tax planning, trust funding, and estate administration. This role is intended for a paralegal with substantial estate planning experience, including experience supporting matters involving estate and gift tax considerations, advanced trusts, and high-net-worth clients.

Key Responsibilities

• Draft and revise estate planning documents and support attorneys with advanced estate and tax-planning matters, including trusts, gifting strategies, closely held businesses, real estate interests, and estate and gift tax considerations.
• Review financial information, asset summaries, and planning materials for completeness and accuracy, while maintaining client files, deadlines, timelines, and follow-up tasks.
• Communicate professionally and compassionately with clients, fiduciaries, beneficiaries, professional advisors, financial institutions, attorneys, and other members of the legal support team.
• Prepare for and conduct signing meetings, including document review, witness coordination, and notarization when needed.
• Lead trust funding and implementation efforts, including preparing transfer documents, reviewing asset alignment, and coordinating with clients, advisors, and financial institutions.
• Aid returning estate planning clients when needed, including ongoing communication, plan updates, beneficiary designations, and asset ownership follow-up.
• Assist with probate and trust administration matters, including filings, notices, accountings, asset transfers, and client communication.
• Work closely with attorneys and staff across both offices to keep matters moving accurately, efficiently, and on schedule.
• Support billing by tracking time accurately and coordinating with attorneys and staff to ensure timely invoicing.

Qualifications

• Minimum of five years of paralegal experience in estate planning, trust funding, probate, trust administration, or a closely related practice area.
• Strong knowledge of Washington estate planning procedures and experience with tax planning, advanced trusts, estate and gift tax matters, and high-net-worth clients.
• Bachelor’s degree and paralegal certification or equivalent professional experience.
• Superb written and verbal communication skills.
• Strong drafting, proofreading, organizational, and document-review skills.
• Ability to work independently while collaborating closely with attorneys and members of the legal support team across both offices.
• Experience with legal practice management systems and other office technology.
• Washington State Notary Public commission required, or willingness to obtain one soon after hire.
• Ability to work primarily from the Bellevue office and travel to the Seattle office for training, meetings, and occasional coverage as needed.
• Experience with family offices, closely held businesses, or complex asset structures is a plus.

Benefits

• 401(k) with employer match.
• Medical, dental, and vision insurance.
• Paid time off (PTO) and paid holidays.
• Paid sick leave and unpaid time off, as needed.
• Life Insurance.
• Somewhat flexible scheduling, with the understanding that client and team needs come first.

Position Details

• Location: Seattle office or Bellevue office.
• Work Schedule: Monday–Friday, during standard business hours (office is open to clients from 9:00 a.m. to 5:00 p.m.).
• Employment Type: In-person and Full-time.
• Compensation: Salary, Pay Range: $75,000 - $100,000/year.
• Classification: Salaried (exempt).
• Start Date: Ideally by August 2026.

Additional Requirements

• Must be authorized to work in the U.S.
• Background check may be required.

How to Apply

To be considered for this position, please complete the application on our website at: jensenestatelaw.com/careers/

To address specific questions, please email jobs@jensenestatelaw.com.