Estate Planning and probate paralegal

Min 5 yrs required

Full-time

No

# Estate Planning and Probate Paralegal

Four Point Legal is seeking a full-time estate planning and probate paralegal (or legal assistant with a desire to gain paralegal experience) to join our hard-working team.

## About Four Point Legal

Four Point Legal (FPL) is a law firm consisting of six attorneys with long-standing, exceptional reputations in the Portland area. FPL began in early 2019 with over 50 years of combined legal experience and a desire to build a culture and community of our own. Essential to that culture is our highly respected staff members who bring their own extensive years of experience servicing clients. All of us are driven and guided by four simple principles: trust, respect, teamwork, and results.

We are located in the beautiful Field Office building in Northwest Portland’s Slabtown neighborhood. We enjoy being located in a relatively quiet neighborhood just off the water and a short walk from New Seasons and great restaurants, bars, and coffee shops. We encourage our team to take advantage of all opportunities the Northwest provides for recreation, relaxation, and personal growth. FPL believes in a good work-life balance, because bringing your best self to work benefits everyone.

## Qualifications

- Bachelor’s degree and/or training in paralegal work (or equivalent combination of education and experience).
- At least 5 years of law firm experience, 3 of which should be in estate planning and estate administration. Additional experience with corporate/business transactions, real estate, and/or estate litigation a plus.
- High-level knowledge of both Oregon and Washington estate planning and probate law.
- Exceptional attention to detail.
- Ability to work efficiently with minimal supervision in a fast-paced environment.
- Excellent written and oral communication skills with a variety of recipients of all types and backgrounds.
- Competent research skills, including the ability to know when to “figure it out” and when to seek guidance.
- Ability to focus and prioritize when faced with demanding situations.
- Computer proficiency in basic business and legal programs, including Word, Excel, Outlook, and PowerPoint.
- No ego, we work and function as a team, with everyone pitching in where needed

## Duties

- Communicate regularly with clients, family members, trustees, and other professionals regarding all aspects of estate planning and probate matters and related issues with confidence and professionalism.
- Prepare estate planning documents (trusts, wills, powers of attorney, etc.).
- Assist with revocable trust funding, including preparation of deeds, assignments, and change of ownership documents.
- Preparation of probate pleadings and accountings.
- Manage probate/trust administration calendar and deadlines.
- Prepare and file estate and gift tax returns, tax identification number applications, etc.
- Determine and calendar tax deadlines.
- Prepare and file business formation and maintenance documents.
- Perform other special projects and duties as assigned by the attorneys.

## Benefits

- Medical, dental, 401(k) with employer match
- Flexible PTO and remote work policies

Four Point Legal is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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## Estate Planning and Probate Paralegal Job Opportunity at Four Point Legal

Four Point Legal is looking for an experienced and motivated estate planning and probate paralegal (or legal assistant with a desire to gain paralegal experience) to join their hard-working team. This is a full-time position with competitive benefits.

Four Point Legal is a law firm consisting of six attorneys with long-standing, exceptional reputations in the Portland area. FPL began in early 2019 with over 50 years of combined legal experience and a desire to build a culture and community of their own. Essential to that culture is their highly respected staff members who bring their own extensive years of experience servicing clients. All of them are driven and guided by four simple principles: trust, respect, teamwork, and results.

The firm is located in the beautiful Field Office building in Northwest Portland’s Slabtown neighborhood. It is a relatively quiet neighborhood just off the water and a short walk from New Seasons and great restaurants, bars, and coffee shops. They encourage their team to take advantage of all opportunities the Northwest provides for recreation, relaxation, and personal growth. FPL believes in a good work-life balance, because bringing your best self to work benefits everyone.

## Qualifications for Estate Planning and Probate Paralegal

The ideal candidate for this position will possess the following qualifications:

- Bachelor’s degree and/or training in paralegal work (or equivalent combination of education and experience).
- At least 5 years of law firm experience, 3 of which should be in estate planning and estate administration. Additional experience with corporate/business transactions, real estate, and/or estate litigation a plus.
- High-level knowledge of both Oregon and Washington estate planning and probate law.
- Exceptional attention to detail.
- Ability to work efficiently with minimal supervision in a fast-paced environment.
- Excellent written and oral communication skills with a variety of recipients of all types and backgrounds.
- Competent research skills, including the ability to

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Medical, Dental, 401(k) with employer match, Flexible PTO and remote work policies

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Law Firm Experience, High-level Knowledge of Oregon and Washington Estate Planning and Probate Law, Attention to Detail, Communication Skills, Research Skills, Computer Proficiency

Bachelor’s Degree and/or Training in Paralegal Work (or equivalent combination of education and experience)

Please submit a resume and cover letter to

Qualification and Experience Bachelor’s Degree and/or Training in Paralegal Work (or equivalent combination of education and experience)

Legal