Trust Administration Paralegal

About the role

This established law firm has been a fixture in the Pacific Northwest legal world for nearly a century. They’re in the market for an experienced Trust Administration Paralegal to support a partner known for their exceptional client service and subject matter expertise. In collaboration with a strong team of paralegals and legal assistants, you’ll handle a variety of trust administration matters.

Responsibilities

• Draft correspondence, deeds, and other trust-related documents
• Gather information from clients and financial institutions
• Track progress and compliance for trust funding
• Track billable hours and maintain trust schedules

Requirements

• 5–15+ years of paralegal experience, preferably in estate planning and trust administration
• Proficiency in Microsoft Office, Adobe Acrobat, and document management software
• Knowledge of federal, state, and appellate court rules and procedures strongly preferred
• Notary license preferred

Preferred

• Experience with Form 706 tax returns

Benefits

• Medical, dental, and vision insurance with a stipend to cover insurance costs
• 401(k) with employer match
• Paid time off
• Transit subsidy