Trust & Estate Paralegal

Brighton Jones; Seattle (WA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) match

Equity ownership opportunities

New Business Incentive Program

Volunteer time off (VTO)

Transit subsidy

Job summary

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

This role involves working closely with clients, advisors, attorneys, CPAs, and other professionals to facilitate planning projects, review documents, and ensure a seamless client experience. Strong organizational skills and a background in trusts are essential.

Qualifications

• 3+ years of experience in trust and estate administration or related fields.
• Strong understanding of trust and estate planning concepts.
• Excellent written and verbal communication with client service focus.

Responsibilities

• Coordinate estate planning, trust administration, and related projects with directors and advisors.
• Review wills, trusts, powers of attorney, and beneficiary designations; summarize key provisions.
• Gather client information and maintain estate planning documentation and workflows.
• Monitor recommendations and execution tasks to ensure timely completion.
• Identify gaps or issues and escalate to advisors or attorneys as needed.
• Serve as liaison between clients, Brighton Jones teams, and South Dakota trust colleagues.
• Support onboarding, distributions, and beneficiary communications with the SD team.

Skills

Trust administration

Estate planning

Private client services

Fiduciary services

Organizational skills

Client service

Education

Paralegal certificate

Bachelor's degree or equivalent

Job description

Ready to make a meaningful impact?

At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community- recognized with 15 consecutive "Best Places to Work" awards including Inc.com's 2025 list, as well as national honors for community impact.

We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we’re looking for driven, curious individuals to join our #OneTeam.

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.

This role serves as a key member of the Family Office team, helping clients navigate complex estate planning matters while ensuring an exceptional client experience. The Trust & Estate Paralegal will work closely with clients, advisors, attorneys, CPAs, and other professionals to facilitate estate planning projects, review and summarize estate planning documents, coordinate implementation of planning recommendations, and monitor ongoing legal and trust-related matters.

The ideal candidate has a strong background in trusts and estates, private client services, or family office services. This position is well-suited for someone who enjoys organizing complex information, managing multiple projects, creating an exceptional client experience, and serving as a trusted resource for both clients and internal team members.

Take our Values in Action Self-Assessment to see how our values align!

Key Responsibilities

• Coordinate 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.
• Assist with 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.
• Help identify potential planning gaps, inconsistencies, administrative issues, or implementation concerns and elevate matters to advisors, attorneys, or other professionals as appropriate. Support client education and communications regarding estate planning structures, trust administration matters, and related family office services.
• 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.

What You Bring

• 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.
• This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

Compensation

• Pay: $100K - $150K+
• Profit share:Additional opportunities fordiscretionary 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
• Generous employee referral bonus
• Cell phone data reimbursement
• Financial planning services discount for employees and immediate family members

Time & Flexibility

• 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

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

Family & Milestones

• 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.

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.