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$100k–$150k/yr
Full-time
bachelor degree, professional certificate
Medical insurance, Dental insurance, Vision insurance, 401(k) with 100% match, Equity ownership, Profit sharing
Posted 16d ago
~40 hrs/week
Responsibilities
The Trust & Estate Paralegal will coordinate estate planning and trust administration projects while serving as a primary liaison for high-net-worth clients. They are responsible for reviewing legal documents, monitoring implementation tasks, and ensuring a seamless client experience in collaboration with internal and external advisors.
Requirements
Candidates must have at least 3 years of experience in trust and estate administration or a related field. A paralegal certificate is preferred, and a bachelor's degree or equivalent professional experience will be considered.
Full 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.
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 escalate 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.
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
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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.
Related keywords
Trust & Estate ParalegalEstate PlanningTrust AdministrationFamily OfficeHigh-Net-WorthFiduciaryWillsPowers of AttorneyBeneficiary DesignationsLegal ServicesWealth ManagementClient ExperienceProject CoordinationComplianceAdministrative Support
We are a team that helps our clients, colleagues, and the global community live richer lives.
Industry
Financial Services
Company size
201-500 employees
Founded
1999
Headquarters
Seattle, WA
LinkedIn followers
9,887
Total funding
$84M
Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about.
For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.
Offices: 2030 1st Avenue, 3rd Floor, Seattle, WA 98121, US · 445 Bush St, 6th Floor, San Francisco, California 94108, US · 4211 N Marshall Way, Suite 100, Scottsdale, AZ 85251, US · 1455 NW Irving St, Suite 590, Portland, Oregon 97209, US · 1676 International Dr, Suite 640, McLean, Virginia 22102, US
InvestmentsTax Strategies and ComplianceTrusts & EstatesPhilanthropyRisk ManagementFinancial Planningand Retirement Plan ServicesFinancial Services
How many Administrative jobs are open in Seattle, WA right now?
There are currently 1,704 open administrative positions in Seattle, WA listed on Clera. New openings are added daily as companies post roles.
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