Skip to content

MABASA / INDEED

Estate Planning & Estate Administration Paralegal

Four Point Legal, P.C.

Location
Portland, OR, US
Work type
fulltime
Source publication date
Original publication date not confirmed
Source closing date
Not supplied — check original advert
Advertised salary
USD 54,100-65,200

Job description from the source

**Overview** We are seeking a dedicated and detail\-oriented Estate Planning \& Estate Administration Paralegal to join our dynamic legal team. In this vital role, you will support attorneys in managing estate planning and estate administration matters. Your expertise will help clients navigate complex legal procedures with confidence, providing clarity and reassurance during often sensitive times. This position offers an engaging opportunity to apply your paralegal skills in a fast\-paced environment committed to excellence and client service. **Responsibilities** * Communicate regularly with clients, family members, fiduciaries, 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. **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. **Who We Are** The firm consists of eight 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 growing and looking for people who share our beliefs about making the lives of our clients and coworkers better. 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. Pay: $54,100\.00 \- $65,200\.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible schedule * Health insurance * Health savings account * Paid time off * Retirement plan * Vision insurance Experience: * Estate planning: 3 years (Required) * Estate administration : 3 years (Required) * Law office: 5 years (Preferred) Work Location: In person

Check the original advert before applying

Apply through the employer or original publisher. An external site may require registration. Opening an advert does not submit an application.

Content is supplied by an external publisher and may change. For source and availability limits, read our listing disclaimer. How to check an original listing ↗