Trust & Estate Paralegal

About the role

Brighton Jones Family Office is seeking a Trust & Estate Paralegal to support the Director of Estate Planning and Family Office Team in coordinating estate planning, trust administration, and related legal services for high-net-worth and ultra-high-net-worth clients.

Responsibilities

• Cook up estate planning, trust administration, and other legal-related projects for Family Office clients, working closely with the Director of Estate Planning, Brighton Jones advisors, and outside advisors.
• Review wills, trusts, powers of attorney, beneficiary designations, and related estate planning documents and prepare summaries of key provisions, fiduciary appointments, and planning considerations.
• Aid in gathering client information, organizing planning records, preparing meeting materials, and maintaining estate planning documentation and workflows.
• Monitor planning recommendations, implementation tasks, trust funding matters, and other estate planning action items to help ensure timely completion.
• Spot potential planning gaps, inconsistencies, administrative issues, or implementation concerns and escalate matters to advisors, attorneys, or other professionals as appropriate.
• Act as the primary relationship liaison between Brighton Jones Trust Company clients, Brighton Jones advisory teams, and our South Dakota trust administration team.
• Support new trust onboarding, coordinate trust-related requests and distributions, facilitate beneficiary communications, and partner with the South Dakota team to ensure a seamless and responsive client experience.

Requirements

• 3+ years of experience in trust and estate administration, estate planning, private client services, family office services, fiduciary services, or a related field.
• Paralegal certificate preferred; bachelor's degree or equivalent professional experience considered.
• Strong understanding of trust and estate planning concepts.
• Exceptional organizational skills with outstanding attention to detail and follow-through.
• Excellent written and verbal communication skills with a commitment to exceptional client service.
• Ability to manage multiple projects and deadlines while maintaining a high level of accuracy and professionalism.
• Experience working with high-net-worth individuals, families, and their professional advisors is preferred.

Qualifications

• Paralegal certificate preferred; bachelor's degree or equivalent professional experience considered.
• Strong understanding of trust and estate planning concepts.
• Exceptional organizational skills with outstanding attention to detail and follow-through.
• Excellent written and verbal communication skills with a commitment to exceptional client service.
• Ability to manage multiple projects and deadlines while maintaining a high level of accuracy and professionalism.
• Experience working with high-net-worth individuals, families, and their professional advisors is preferred.

Skills

• Trust and estate administration.
• Estate planning.
• Private client services.
• Fiduciary services.

Benefits

• Profit share: Additional opportunities for discretionary year-end profit sharing.
• Ownership & Financial Wellbeing: Fully paid medical, dental, and vision coverage for employees; 401(k) with 100% match up to 3% of annual compensation; Equity ownership opportunities for every employee.
• New Business Incentive Program.
• Growth & Development: 100% reimbursement for required training, certifications, licensing, and dues; Personal career development plans; Richer Life Business Partner (coaching for all employees); Mindful Emotional & Social Intelligence training; Annual professional & personal wellbeing stipend.
• Connection & Community: Quarterly team-building events; Regular social events; Employee-led book clubs, committees, and affinity groups.

Pay

$100K - $150K+ Profit share: Additional opportunities for discretionary year-end profit sharing

Schedule

In-office, full-time, and exempt position.

We are a work from office culture with a lot of flexibility.

Compensation includes:

• Minimum 3 weeks PTO starting Day 1
• Winter Break, Summer Friday flex-days, and 10 paid holidays
• Unlimited Volunteer Time Off plus company grant matching
• Heavily subsidized transit
• Annual professional & personal wellbeing stipend
• Quarterly team-building events
• Regular social events
• Employee-led book clubs, committees, and affinity groups

Time off includes:

• Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
• Adoption benefits
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.