Trust & Probate Paralegal — Ownership & Growth

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

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