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Title : Estate Planning Paralegal

Location : Oregon - Portland
Refer to Job # LNXY818197

Estate Planning Paralegal The candidate works collaboratively with estate planning attorneys and support staff in preparing and proofreading estate planning and funding documents. Manages estate planning workflow including coordination of estate planning legal assistants and support staff tasks and prioritizes workloads. Communicates verbally and in writing with clients, family members, trustees, and other professionals regarding all aspects of estate planning matters and related issues with confidence and professionalism. Provides necessary phone assistance to clients including scheduling estate planning meetings and signing appointments when appropriate. Inputs and maintains information into the case management system and ensuring data integrity. Witness and notarizes of estate planning documents at in-office signing appointments with clients. Performs special projects and duties as assigned by the attorneys or Director of Operations. The candidate should have a Bachelor's degree and/or training in paralegal work; or an equivalent combination of education and experience in the legal field. Should be proficient in Microsoft Office Word, Excel, Outlook and PowerPoint. Should pay strong attention to detail. Should have the ability to multi-task and prioritize assignments while delivering consistent quality work product to attorneys and clients, willingness to work in the office full-time, however, have the flexibility of working from home on some days, dependent on client appointments and in-office only task deadlines.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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