Paralegal - Trust & Estate Planning in Portland, OR| LawFirmStaff

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Title : Paralegal - Trust & Estate Planning

Location : Oregon - Portland
Refer to Job # BWRQ823557

This large firm has offices throughout the Pacific Northwest and in other parts of the country. They have a diverse practice that includes corporate, litigation, intellectual property, municipal, real estate, and other types of law. Their impressive list of clients includes many Fortune 500 companies. The firm takes pride in providing quality legal services to its clients and in effectively using technology to improve its practice. A strong commitment to pro bono work is present at this firm, and its attorneys are encouraged to participate. Many opportunities for training and mentoring are available. Associates are given responsibility and client contact early in their careers.
Paralegal - Trust & Estate Planning The candidate will 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. 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. Knowledge of all aspects of estate and trust administration, including preparing and filing all probate and trust administration documents, Bachelor's degree and/or Paralegal certificate is preferred. Any satisfactory combination of experience and education will be considered. Seven 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. 7 years of estate and trust administration legal experience in Oregon, excellent organizational abilities, attention to detail, and the ability to work independently and take ownership over assignments and work product in a fast-paced work environment. The position has substantial client contact as well as interaction with other professionals and court staff on a regular basis.
 
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