Estate Planning, Probate, Business Paralegal Position Open

Kampbell Legal Planning, PLLC is seeking a kind, enthusiastic paralegal or legal assistant who likes people, is hard-working and self-motivated, has a good sense of humor, is detail-oriented, diligent, takes pride in their work and wants to help people. Please see the job description, qualifications and requirements below. If you are qualified and would like to apply, please submit your cover letter, resume and three relevant professional references to: hello@kampbell-law.com for immediate consideration.

 About the firm: Kampbell Legal Planning, PLLC is a boutique law firm located in beautiful North Tacoma practicing primarily in the areas of estate planning, probate, trust administration and business transactional law. We do almost no litigation, have friendly clients and a very low-stress working environment. Office hours are Monday-Friday, 8:30-5.

Job Description: We are seeing a paralegal/legal assistant to:

  • Perform client intake

  • Communicate effectively and compassionately with clients, other counsel and professionals including monitoring and responding to email and phone calls

  • Manage attorney’s calendars and deadlines

  • Create and maintain client files

  • Draft correspondence, pleadings, estate planning documents, real estate deeds, asset funding documents, letters, memorandums & business formation and transactional documents

  • Familiarity with or ability to research and understand local rules and laws

  • File documents with the Court, Secretary of State, Auditor’s Office, Department of Revenue, IRS, DSHS and financial institutions; experience with LINX

  • Read and interpret information from bank, brokerage and other financial statements

  • Take client calls

  • Track and report billable hours in a timely manner and meet billable hour expectations

  • manage billing for the office, perform data entry, occasionally act as back-up to receptionist on phones & other general office duties

  • Review deadlines, case and court files and determine next steps

  • Other tasks and duties as needed

We are currently working in our office but most client contact is occurring via email, telephone and Zoom video conferencing with the exception of estate planning signings.

Requirements:

  • 3+ years paralegal/legal assistant experience in the filed of estate planning, probate, business, etc.

  • Experience with Microsoft Office Suite including Word, Excel & Outlook

  • Experience with billing time and operating a billing system. Experience with Tabs preferred

  • Excellent grammar, punctuation, spelling, editing and organizational skills

  • Knowledge of estate planning, probate, trust administration and business procedures and law

  • Ability to switch between tasks and priorities quickly

  • Positive attitude and desire to assist clients and attorneys

  • Must pass WA State criminal background check

  • Notary Public preferred

Compensation:

  • Salary depends on experience

  • 401(k) matching after one year employment

  • Paid vacation and sick leave

  • Paid firm-recognized holidays

  • Disability insurance