Estate Planning Paralegal in Portland, OR| LawFirmStaff

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Title : Estate Planning Paralegal

Location : Oregon - Portland
Refer to Job # BYNA793990

This large, rapidly growing, full-service law firm is making big strides in the global realm of telecommunications, e-commerce and dot coms in addition to having a very notable practice in international commerce, corporate and contract litigation. It is located in the Pacific Northwest with branches in the West and in Washington DC. Associates are encouraged to pursue community involvement to enhance their well-rounded approach to law and life. Billable hours credit is given for Pro Bono work, and the firm's hours requirements are very reasonable. Strong mentoring and training programs are present.
Estate Planning Paralegal The candidate will meet and correspond with clients, beneficiaries, banking and other financial institutions, insurance companies, appraisers, and court personnel. Draft estate planning documents including, but not limited to, wills and trusts. Prepare charts of estate plans. Review client files & questionnaires. Extensive case management of estate plans. Use and regularly update the firm's appointment and task system to track file activity for each assigned file and to document work completed and work to be completed. The candidate should preferably have a Bachelor's degree or equivalent. Must have strong skills in word processing, spreadsheet, email and time management software in a Windows-based environment. 2+ years of estate planning experience, including complex, high net-worth estates and trusts matters is desired. Analytical skills; attention to detail; planning and organizing skills; initiative; judgment and ability to make reasoned decisions; project management skills; oral and written communication; work ethic; ability to learn and establish effective follow-up and follow-through procedures; interpersonal skills among both colleagues and clients; client service orientation; adaptability; and ability to work on a variety of projects in a fast-paced environment.
 
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