Estate Planning/ Probate Paralegal

EZJobs; Lake Oswego (OR); Hybride; USD 65 000 - 85 000; Plein temps

Avantages offerts par ce poste

Flexible hours

Partial remote work

Collaborative team

Résumé du poste

EZJobs is seeking a motivated paralegal with a focus on Estate Planning and Probate in Oregon. The role emphasizes drafting complex documents, managing probate workflows, and maintaining compassionate client relationships.

The position offers flexible hours and partial remote work within a collaborative, experienced team environment, with opportunities for growth in a close-knit practice.

Qualifications

• 3+ years hands-on paralegal experience in Estate Planning and Probate.
• Experience drafting estate planning documents and handling probate matters.
• Ability to think creatively to solve complex planning challenges.

Responsabilités

• Draft complex estate planning documents and manage the document prep process with Interactive Legal.
• Handle all aspects of probate cases, including coordination and drafting pleadings.
• Interact with clients in a compassionate, professional manner and build relationships.
• Collaborate with attorneys and team members on complex projects.

Connaissances

Estate planning

Probate

Creative thinking

Interpersonal skills

Client communication

Document systems

Outils

Interactive Legal

Description du poste

This position is a good fit for a motivated professional who enjoys estate planning and probate work, wants to continue developing their role, and is comfortable taking on meaningful responsibility with support from an experienced team.

• Advanced Knowledge: You should have a strong working knowledge of estate planning, with familiarity with Oregon estate-related tax concepts. Experience with more complex planning matters is helpful, and a willingness to continue learning is valued.
• Estate Planning Experience: Experience drafting estate planning documents is important. Experience with sophisticated planning, including federally taxable estates, is a plus.
• Probate Experience: Experience managing probate matters, coordinating the process, and drafting pleadings is preferred. Candidates who have handled key parts of the probate process and are ready to grow into broader responsibility are encouraged to apply.
• Creative Thinking: The ability to think creatively and tackle cutting-edge projects that are often outside the norm.
• Professionalism: Strong interpersonal skills, sound judgment, and respectful client communication are important. We value someone who can build positive relationships with clients, attorneys, and team members.
• Technical: Familiarity with Interactive Legal or similar estate planning document systems is helpful but not required.

Key Responsibilities

• Draft complex estate planning documents and manage the document preparation process using systems like Interactive Legal.
• Handle all aspects of probate cases, including coordination and drafting necessary pleadings.
• Work closely with clients, ensuring compassionate and respectful interaction while building strong relationships.
• Collaborate with attorneys and other team members on complex projects, contributing creative solutions.

Benefits & Environment

• Professional Growth: This is a meaningful long-term role with room to deepen estate planning and probate skills, take on increasing responsibility, and contribute to a close-knit practice.
• Work Flexibility: We offer flexible work hours and the possibility of partial remote work.
• Office Environment: A pleasant, top-floor office in a premier Kruse Way building, fostering a friendly and interactive atmosphere.

Application Question(s):

• Do you have at least 3 years of hands-on experience as a paralegal focused on Estate Planning and Probate?
• Please describe a recent, complex estate planning or probate project where you had to think creatively to develop a solution that was "outside the norm." (Limit 3-5 sentences.)