Paralegal Private Client Service (Probate)

WFB Ashurst Perkins Coie US LLP; Seattle (WA); On-site; USD 70,930 - 141,860; Full time

Benefits offered by this job

Annual discretionary bonus

401(k) plan

Medical, dental, and vision insurance

Paid time off starting at 20 days

Parental leave

Up to 10 paid holidays

Family care benefits

Job summary

Ashurst Perkins Coie US LLP is seeking a Probate Paralegal with strong experience in probate and trust administration to join its Private Client Services group in Washington. The role involves coordinating client meetings, asset allocation, trust funding, and maintaining compliance with state probate rules.

The ideal candidate has a Bachelor’s degree, a paralegal certificate preferred, and at least 3 years of probate experience, including tax return preparation.

Qualifications

• Bachelor’s degree and at least 3 years of probate and trust administration experience in a law firm.
• Paralegal Certificate preferred.
• Recent experience with tax preparation software.
• Experience with sophisticated and technical probate issues.
• Advanced proficiency in Microsoft Word and Excel.

Responsibilities

• Maintains positive contact with clients and observes confidentiality of client matters.
• Coordinates and attends client conferences and assists attorneys in preparing for client meetings.
• Administers allocation of assets and trust funding and coordinates asset transfers.
• Maintains current knowledge of probate proceedings in the State of Washington.
• Prepares federal and state estate tax returns and federal gift tax returns.
• Keeps accurate time records.

Skills

Verbal and written communication

Attention to detail

Time management

Independent working

Client-focused service

Multitasking

Word processing (MS Word)

Spreadsheet skills (MS Excel)

Education

Bachelor’s degree

Paralegal Certificate

3 years probate/trust experience

Tools

Microsoft Word

Microsoft Excel

Job description

Job Description

Ashurst Perkins Coie US LLP’s nationally‑recognized Private Client Services group is seeking a highly motivated Probate Paralegal to join our team. As a member of the Ashurst Perkins Coie US LLP professional support staff team, this position is responsible for promoting and maintaining the goodwill and reputation of the firm. In this capacity, the Probate Paralegal is expected to maintain the highest level of professional conduct and confidentiality.

Essential Functions

• Maintains positive contact with clients and observes confidentiality of client matters.
• Coordinates and attends client conferences and assists attorneys in preparing for client meetings.
• Administers allocation of assets and trust funding and coordinates asset transfers.
• Maintains current knowledge of probate proceedings in the State of Washington.
• Maintains a positive attitude and provides excellent client service.
• Prepares federal and state estate tax returns and federal gift tax returns.
• Manages intestate and insolvent estates.
• Prepares estate and gift tax calculations and projections.
• Conducts evaluation of assets and prepares estate inventories.
• Performs other duties, as assigned.
• Keeps accurate time records.
• Is present at work during regularly scheduled working hours and as needed in the position, consistent with the firm’s attendance expectations.

Specific Skills Required

• Ability to express oneself effectively, both verbally and in writing and analyze and organize data for presentation to clients.
• Independently prioritize and organize workflow and possess a strong attention to detail.
• Ability to handle multiple tasks and concurrent deadlines and communicate the status of projects.
• Ability to work independently upon receiving assignments.
• Have a strong work ethic, be a self‑starter, and operate with a strong initiative to meet billable requirements.
• Possess a client‑focused approach to work and the ability to handle multiple tasks and concurrent deadlines efficiently.
• Work directly with clients and other professionals outside the firm.
• Experience with sophisticated and technical probate issues.

Specific Skills Preferred

• Advanced proficiency in Microsoft Word and Excel.
• Works well under pressure and has the flexibility to assist teams in meeting client demands on accelerated schedules.
• Ability to establish effective working relationships with firm lawyers and staff, client personnel and other professionals.
• Ability to exercise discretion and independent judgment.
• Knowledge of Oregon probate procedures.

Education and Experience

• Bachelor’s degree and at least 3 years of recent experience in probate and trust administration in a law firm preferred.
• Recent experience with tax preparation software.
• Paralegal Certificate preferred.

Benefits

This position is eligible for an annual discretionary bonus, 401(k) plan, medical, dental, and vision insurance, accrued paid time off plan starting at 20 days annually, personal medical and parental leave, up to 10 paid holidays, and family care benefits. More information regarding benefits and programs may be found here.

Compensation

Washington state compensation range: $70,930 to $141,860 annually

EEO Statement

Ashurst Perkins Coie US LLP and/or its affiliates are Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, age, national origin, veteran status, marital status, sexual orientation, gender identity, disability or any other category prohibited by local, state or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities and termination. Learn more HERE