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Estate Planning & Client Services Paralegal

elevatedestateplanning
Companyelevatedestateplanning
CategoryCustomer Support
LocationKennewick
RemoteOn-site (inferred)
EmploymentNot stated
LevelNot stated
SalaryNot stated by the employer
First seen28 Jul 2026 (the employer did not state a posting date)
Last verified8 Aug 2026
SourceEmployer ATS (bamboohr)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
At Elevated Estate Planning, we help families gain peace of mind through thoughtful estate planning.  We're  looking for a detail-oriented, organized, and compassionate professional to join our team as a   part-time  Estate Planning  & Client Services  Paralegal  in our Kennewick, WA location . In this role, you'll  work closely with our attorneys to prepare high-quality estate planning documents that help families protect their loved ones and preserve what matters most.  You'll  also play  an important role  in guiding clients through the signing process, ensuring every estate plan is  accurate , complete, and delivered with exceptional care. Previous  estate planning experience is preferred, but  we're  willing 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 b onus opportunities • Paid holidays • Half-Day Fridays (closed at noon!) • Supportive, collaborative team environment • Meaningful work helping families  plan 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 • Review  estate planning documents, including trusts, wills, powers of attorney, deeds, amendments, and other supporting documents • Compare documents and  attorney notes to ensure every estate plan is complete and  accurate • Prepare client correspondence and communicate with clients to gather information as needed • Maintain organized and  accurate  client files • Perform detailed quality reviews to  identify  discrepancies 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're  looking for someone who is: • Exceptionally detail-oriented and takes pride in producing  accurate  work • 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 learning  new technology  and 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,  accurate  work • Enjoys catching the  small details  others 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 If  you're  looking for a meaningful career where your work directly  impacts  families while working alongside a supportive, high-performing team,  we'd  love to hear from you. Please submit  your resume and a brief cover letter telling us why  you're  interested in joining  Elevated Estate Planning . No walk-ins  or phone calls , please.