Paralegal – Estate Planning Specialist I

Job overview

The Paralegal – Estate Planning Specialist I role is based in Seattle, WA, with a stated base pay range of $32–$37 per hour. The work may be performed in a professional office or a dedicated home office workspace. Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and related services. The paralegal supports estate planning attorneys and team members with document-intensive work. By preparing and reviewing funding and estate planning documents, managing related workflows, and coordinating filings, the role helps deliver accurate and organized estate planning support to clients.

What you'll do

• Review and prepare deeds, assignments, and funding documents
• work with county recorders to file deeds and confirm fees
• manage funding workflows
• assist with entity formation documents and filings
• prepare summaries of existing estate plans
• support creation of trusts, wills, powers of attorney, and healthcare directives
• enter information into legal document software.

What we're looking for

Skills & competencies

paralegal

estate planning

seattle wa

mercer advisors

full-time

office or home office

estate documents

trusts and wills

deed preparation

wealthdocs

monday–friday

$32–$37/hr

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid basic life and AD&D
• short- and long-term disability
• medical, dental, and vision plans
• HSA and dependent care savings account
• 14 paid holidays
• paid time off
• employee assistance plan
• paid parental leave
• adoption assistance
• 401(k) with match
• pet insurance
• financial planning at preferred employee pricing.

Why this role

Paralegal certificate and WealthDocs knowledge required; standard schedule is Monday through Friday, 8 a.m.–5 p.m., with occasional early or late hours possible.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.