Estate Planning/Probate Paralegal jobs in United States
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Latitude Legal ยท 1 day ago

Estate Planning/Probate Paralegal

Latitude Legal is partnering with a highly respected boutique law firm in the Seattle area to identify an exceptional Estate Planning and Probate Paralegal who is ready to make an immediate and meaningful impact. This role involves working closely with experienced attorneys on sophisticated estate planning, probate, and trust administration matters, while delivering client-centered legal services.

ConsultingLegalProfessional Services

Responsibilities

Draft, review, and assemble estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives
Prepare substantive client correspondence, including transmittal and advisory letters
Prepare probate pleadings and supporting documentation, and file with King County and surrounding jurisdictions in compliance with court requirements
Support probate and trust administration matters from intake through closing, including court filings, notices to heirs and creditors, asset inventories, and final distributions
Manage and maintain client files, calendar deadlines, and track statutory requirements to ensure ongoing compliance
Utilize law firm technology platforms, including document management systems, calendaring tools, and court e-filing systems
Leverage estate planning drafting software (experience strongly preferred) to increase efficiency and accuracy
Communicate professionally with clients, courts, and opposing counsel
Assist attorneys with case strategy, document management, and overall matter organization

Qualification

Estate planning experienceProbate procedures knowledgeDrafting legal documentsLaw firm technology proficiencyEstate planning softwareClient-focusedOrganizational skillsTime-management skillsWritten communicationVerbal communication

Required

Minimum of 3 years of experience supporting estate planning, probate, and trust administration matters in a law firm environment
Demonstrated knowledge of Washington probate procedures and court filing requirements, particularly King County
Proven ability to draft estate planning documents and substantive client correspondence with minimal supervision
Strong proficiency with law firm technology platforms, including document management systems, calendaring tools, and court e-filing portals
Exceptional organizational and time-management skills with the ability to manage multiple active matters and competing deadlines
Client-focused, detail-oriented, and comfortable working independently in a boutique firm environment
Excellent written and verbal communication skills

Preferred

Experience using estate planning drafting software is a plus

Benefits

Complimentary professional liability insurance coverage
Group medical, dental, and vision insurance
Complimentary group life, LTD and AD&D insurance
Qualified 401k plan
CLE and Professional Expense stipend

Company

Latitude Legal

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Latitude is a legal services company that provides employing, in-house counseling, and law attorneys.

Funding

Current Stage
Growth Stage

Leadership Team

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Ross Booher
Chief Executive Officer
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Cabot Hyde
Chief Operating Officer
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Company data provided by crunchbase