Job Details

Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Date Last Verified

Oct 22, 2021

Valid Through

Feb 04, 2022

Posted on

Sep 14, 2021

Years of Experience

Min 7 yrs required

Location

Seattle, WA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
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Profile

Paralegal
Duties: Collect, evaluate, maintain and monitor estate and trust assets, income, and expenses. Facilitate asset transfers and distributions. Prepare annual and final accountings along with all supporting documents. Compile tax information and prepare estate tax returns and gift tax returns. Draft estate planning documents.

Qualification and Experience

Qualifications: A Bachelor’s Degree and/or Paralegal Certificate is preferred. Any satisfactory combination of experience and education is considered. 7+ years of Estate Planning and Probate Paralegal experience. Experience in drafting estate planning documents. Experience in Washington and California estate and trust administration is a plus. Knowledge of all aspects of estate and trust administration, including preparing and filing all probate and trust administration documents. Preferred computer skills: Microsoft office suite, including Word, Excel, Outlook; Filesite; Intapp; Estate Works; Tax preparation software. Knowledge of GEMS is a plus. Ability to manage a matter from start to finish, independently and as part of the team. Excellent communication and writing skills. Ability to work effectively under deadlines.

Company info

Melissa Tofell
Secretarial Services Manager
Schwabe, Williamson & Wyatt PC
1211 SW 5th Avenue
Suite 1500-190
Portland, OR 97204

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