Trust & Estate Paralegal for High‑Net‑Worth Clients

Brighton Jones

Seattle (WA)

On-site

USD 100,000 - 150,000

Full time

14 days+

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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.