Estate Planning / Probate Paralegal

W3Global; Lake Oswego (OR); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Flexible spending account

Health insurance

Paid time off

Vision insurance

Job summary

W3Global seeks an Estate Planning and Probate Paralegal in Lake Oswego, OR for a boutique law firm. You will draft complex estate planning documents and manage probate cases, coordinating pleadings and client interactions with care and professionalism.

The role emphasizes thoughtful, skilled support within a small team, flexibility in work hours, and a collaborative environment in a top-floor office setting.

Qualifications

• Strong working knowledge of estate planning with Oregon tax concepts.
• Experience drafting estate planning documents.
• Experience managing probate matters.
• Creative thinking for complex projects.
• Professional interpersonal skills and client communication.

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.

Skills

Estate planning

Probate experience

Creative thinking

Professionalism

Interactive Legal

Tools

Interactive Legal

Job description

Estate Planning and Probate Paralegal

Are you an estate planning and probate paralegal looking for a meaningful opportunity with a small, boutique law firm in Lake Oswego? We are looking for a thoughtful, capable professional with solid estate planning experience, good judgment, and an interest in handling sophisticated client matters.

What We're Looking For

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.

Job Type: Full-time

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Vision insurance

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.)

Work Location: In person