Paralegal - Trust Administration and Probate

Elevated Estate Planning, P.S.; Spokane Valley (WA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

100% employer-paid medical, dental, &1

Job summary

Elevated Estate Planning, P.S. in Spokane Valley, WA seeks a detail-oriented Paralegal for Trust Administration and Probate. This full-time role offers a Monday–Thursday, 8:00 am–5:30 pm schedule with Friday half-day and a supportive team environment.

The successful candidate will manage trust administrations and probate tasks from intake to closing, while maintaining confidentiality. Ideal candidates have a paralegal certificate or related education and experience in trusts, probate, or estate

Qualifications

• Paralegal certificate or comparable legal-support experience preferred.
• Prior probate, trust administration, or estate tax preparation experience preferred; training for exceptional candidates offered.
• Strong organizational skills with ability to manage multiple matters and deadlines.
• Professional written and verbal communication with a client-serving approach.
• Ability to maintain strict confidentiality and handle sensitive information.

Responsibilities

• Assist attorney with trust-administration from intake to closing.
• Support probate administrations: open estates, file with court, track deadlines, coordinate notices, support estate closing.
• Prepare, review, and organize legal documents, correspondence, pleadings, client forms, checklists, and asset information.
• Maintain accurate matter files, electronic and physical, with consistent naming and easy retrieval.
• Communicate professionally with clients, beneficiaries, financial institutions, government agencies, and other professionals.
• Coordinate collection of asset information, valuations, tax documents, and beneficiary details.
• Track requests and deadlines, follow up, and keep attorney informed of status.
• Identify missing information and potential issues before they arise.
• Provide excellent service while handling confidential matters.

Skills

Organizational skills

Attention to detail

Initiative

Communication skills

Confidentiality

Multitasking

Education

Paralegal certificate

Associate/Bachelor’s degree in a legal field

Comparable legal-support experience

Tools

Microsoft Office

Legal case/document management systems

Job description

Paralegal - Trust Administration and Probate

Location: Spokane Valley, WA
Employment Type: Full-Time
Schedule: Monday- Thursday 8:00 am - 5:30 pm; Friday 8:00 am - 12 noon
Experience Level: Experienced Legal Professional

About the Position

We are seeking an ambitious, detail-oriented paralegal who wants more than a routine support role to join our Trust Administration and Probate team. The right person will be a self-starter who thrives on organization, takes ownership of their work, and helps make the practice run more efficiently. In return, this position offers meaningful responsibility, professional growth, a positive team environment, and the opportunity to be rewarded for his or her contribution to the team. A paralegal certificate and prior probate, trust administration, and/or estate tax preparation experience is preferred; however, we are willing to train an exceptional candidate who is motivated and eager to learn.

Ideal Qualifications

• Paralegal certificate, associate degree, bachelor’s degree, or comparable legal-support experience is preferred.
• Prior legal experience.
• Experience in trust and estate administration, estate planning, probate, or estate tax preparation is preferred.
• Strong organizational skills and demonstrated ability to manage multiple active matters and deadlines.
• Exceptional attention to detail, including proofreading, document review, and accurate data entry.
• A self-starter who takes initiative, follows through, and looks for practical solutions.
• Strong written and verbal communication skills, with a professional and compassionate client-serving approach.
• Ability to prioritize effectively, work independently, and ask thoughtful questions when clarification is needed.
• Ability to maintain strict confidentiality.
• Proficiency with Microsoft Office and legal case/document management systems.

Key Responsibilities

• Assist attorney with trust-administration matters from initial client intake through final distribution and closing.
• Assist with probate administrations, including opening estates, preparing court filings, tracking deadlines, coordinating notices, and supporting estate closing.
• Prepare, review, and organize legal documents, correspondence, pleadings, client forms, checklists, and client asset information.
• Maintain accurate matter files, both electronic and physical, ensuring documents are consistently named, saved, and easily retrievable.
• Communicate professionally with clients, beneficiaries, financial institutions, government agencies, attorneys, and other professionals.
• Coordinate collection of information and documents, including asset information, valuations, statements, death certificates, deeds, tax documents, and beneficiary information.
• Track client requests and outstanding items, follow up promptly, and keep attorney informed of matter status and approaching deadlines.
• Identify missing information, inconsistencies, deadlines, and potential administrative issues before they become problems.
• Provide exceptional service to clients while handling sensitive and confidential matters.

Personal Qualities We Value

The successful candidate will be:

• Ownership Mentality: Someone who takes responsibility for his or her work and reliably sees tasks through to completion.
• Accuracy: Someone who understands that details matter, particularly in legal documents, deadlines, and client communications.
• Initiative: Someone who does not wait to be told every next step and proactively anticipates needs to move matters forward.
• Organization: Someone who can create order from a large volume of documents, tasks, and competing priorities.
• Professionalism: Someone who communicates with care, maintains confidentiality, and treats clients and colleagues with respect.
• Growth Mindset: Someone who welcomes feedback, learns quickly, and wants to build a long-term career in trusts and estates.

Compensation & Benefits

Salary: $50,000-75,000 depending on experience

Benefits include:

• 100% employer-paid medical, dental, vision, and life insurance for the employee
• Two weeks paid vacation
• Ten paid sick days