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Carrot Peelers, Sales, Personality and Your Job Search
Law Firm
Legal Staff
Corporate - General
Real Estate
Trusts and Estates
Min 5 yrs required
Estate Planning/Probate Paralegal Duties: High-level knowledge of both Oregon and Washington estate planning and probate law. Draft pleadings for probate administration including estate inventories and correspondence. Prepare complex accountings for probate and trust administration. Prepare estate planning documents such as wills and ancillary documents. Manage probate/trust administration calendar and deadlines. Knowledgeable of life insurance trusts, guardianships, estate planning, fiduciary income tax preparation and asset distribution. Preparation of tax identification number applications; S corporation elections; estate and gift tax returns; and determining and calendaring tax deadlines. Knowledge of trust funding including preparing deeds, assignments and change of account ownership. Communicates verbally and in writing with clients, family members, trustees and other professionals regarding all aspects of estate planning and probate matters and related issues with confidence and professionalism. Prioritizes assignments. Performs special projects and duties as assigned by the attorneys. Litigation, real estate and/or corporate experience a plus. should have Bachelor’s degree and/or training in paralegal work; or equivalent combination of education and experience in court and law, including federal, state and appellate. Must have 5 years of estate planning, probate AND corporate, real estate and/or litigation experience working at a law firm. Be proficient in Microsoft Office Word, Excel, Outlook, and PowerPoint. Working knowledge of LSS and NetDocs desirable. Familiarity and comfort with the use of online resources and technology to perform essential job functions is required.
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