Estate Planning & Client Services Paralegal
Job Description
At Elevated Estate Planning, we help families gain peace of mind through thoughtful estate planning.We'relooking for a detail-oriented, organized, and compassionate professional to join our team as apart-timeEstate Planning& Client ServicesParalegalin our Kennewick, WA location.
In this role, you'llwork closely with our attorneys to prepare high-quality estate planning documents that help families protect their loved ones and preserve what matters most.You'llalso playan important rolein guiding clients through the signing process, ensuring every estate plan isaccurate, complete, and delivered with exceptional care.
Previousestate planning experience is preferred, butwe'rewilling to train the right candidate who has strong organizational skills, exceptional attention to detail, and a passion for helping others.
Why You'll Love Working Here
- Competitive pay:$21$25/hour DOE
- Annual bonus opportunities
- Paid holidays
- Half-Day Fridays (closed at noon!)
- Supportive, collaborative team environment
- Meaningful work helping familiesplan for the future
- Ongoing training and opportunities for professional growth
- Well-defined processes and supportive leadership that set you up for success
What You'll Do
- Reviewestate planning documents, including trusts, wills, powers of attorney, deeds, amendments, and other supporting documents
- Compare documents andattorney notes to ensure every estate plan is complete andaccurate
- Prepare client correspondence and communicate with clients to gather information as needed
- Maintain organized andaccurateclient files
- Perform detailed quality reviews toidentifydiscrepancies before documents are finalized
- Coordinate with attorneys and teammates to keep files moving efficiently through production
- Conduct estate plan signing appointments and explain documents in a clear, client-friendly manner
- Handle sensitive client information with professionalism and confidentiality
- Deliver an exceptional client experience from start to finish
- Support team initiatives and continually look for ways to improve processes and efficiency
What We're Looking For
We'relooking for someone who is:
- Exceptionally detail-oriented and takes pride in producingaccuratework
- Highly organized and able to manage multiple priorities
- A proactive problem solver who takes ownership of their work
- Friendly, compassionate, and client-focused
- An excellent communicator, both verbally and in writing
- Comfortable learningnew technologyand legal software
- A collaborative team player who enjoys helping others succeed
Qualifications
Required:
- High school diploma or equivalent
- At least two years of administrative, legal support, or document preparation experience
- Strong computer and data entry skills
- Excellent organizational and time management abilities
- Outstanding written and verbal communication skills
Preferred:
- Paralegal Certificate
- Experience in Estate Planning, Probate, Trust Administration, or Elder Law
- Experience drafting legal documents
- Experience with legal practice management software
Who Thrives Here
This position is perfect for someone who:
- Loves creating organized,accuratework
- Enjoys catching thesmall detailsothers might miss
- Finds satisfaction in helping people through important life decisions
- Takes initiative instead of waiting to be asked
- Enjoys improving processes and finding more efficient ways to work
- Believes great teamwork creates exceptional client experiences
Join Our Team
Ifyou'relooking for a meaningful career where your work directlyimpactsfamilies while working alongside a supportive, high-performing team,we'dlove to hear from you.
Please submityour resume and a brief cover letter telling us whyyou'reinterested in joiningElevated Estate Planning.
No walk-insor phone calls, please.
