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Estate Planning Paralegal

Portland, Oregon

Permanent

$70,000.00 - $85,000.00 per Year

Job Title: Estate Planning & Administration Paralegal Location: Portland, Oregon Schedule: Full-time Pay Rate: $70,000-$85,000 Employment Type: Direct Hire Job Description: LHH Recruitment Solutions is seeking an experienced Estate Planning and Estate Administration Paralegal to join our client’s Portland office. The ideal candidate will bring strong empathy, professionalism, and teamwork, providing exceptional service to clients and collaborating effectively with attorneys, colleagues, and clients. Responsibilities:
  • Oversee all aspects of estate planning, trust, and probate administration, including reviewing assets and files, drafting key documents such as wills, trusts, deeds, and estate charts, and coordinating client meetings for document signings
  • Support trust administration by engaging with clients, trustees, and family members, drafting probate paperwork, preparing tax returns, managing client communications, and maintaining organized client files and records
  • Assist with document management through automated drafting tools, overseeing electronic document storage, managing the filing system, and preparing both digital and physical records for client access
  • Handle specialized tasks such as electronic filing of court and real estate documents, generating estate plan charts and summaries, and conducting administrative support for active trust projects
  • Contribute to process improvement by identifying efficiencies, working with team members to standardize procedures, and implementing updates to workflow and document templates
Qualifications:
  • Bachelor’s degree or equivalent experience required, with at least 3 years in a law firm setting and experience in estate planning; background in complex, high net-worth estate and trust matters is advantageous
  • Strong written and verbal communication skills, with the ability to handle tight deadlines and adapt to shifting priorities in a fast-paced environment
  • Proven problem-solving ability, resourcefulness, sound judgment, and quick learning skills, with strong attention to detail and a commitment to high-quality output
  • Able to work independently and collaboratively, managing multiple tasks effectively and adapting to new tools and procedures
  • Proficient in Microsoft Office, including Word, with Excel and Visio experience as a plus; familiarity with estate tax preparation software (such as GEMS and EVP) and document assembly tools (e.g., Contract Express) preferred
  • Physical capability to manage office tasks, including data entry, retrieving and organizing files, and handling boxes or equipment when necessary
Benefits: Benefit offerings include medical, dental, vision, life insurance, short-term disability, and long term disability. Life and AD&D insurance, HSA, and 401K plan. The medical insurance provides employees the flexibility to choose the type of coverage that meets their individual needs. Additionally, they offer paid time off and a discretionary bonus.
Pay Details: $70,000.00 to $85,000.00 per year Search managed by: Keaton Anderson

Equal Opportunity Employer/Veterans/Disabled


To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy


The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:


  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance
RefUS_EN_27_849100_3067170

Estate Planning Paralegal

LHH

9 days ago

$70,000.00 - $85,000.00 per Year

Permanent

Portland, Oregon

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Job Title: Estate Planning & Administration Paralegal Location: Portland, Oregon Schedule: Full-time Pay Rate: $70,000-$85,000 Employment Type: Direct Hire Job Description: LHH Recruitment Solutions is seeking an experienced Estate Planning and Estate Administration Paralegal to join our client’s Portland office. The ideal candidate will bring strong empathy, professionalism, and teamwork, providing exceptional service to clients and collaborating effectively with attorneys, colleagues, and clients. Responsibilities:
  • Oversee all aspects of estate planning, trust, and probate administration, including reviewing assets and files, drafting key documents such as wills, trusts, deeds, and estate charts, and coordinating client meetings for document signings
  • Support trust administration by engaging with clients, trustees, and family members, drafting probate paperwork, preparing tax returns, managing client communications, and maintaining organized client files and records
  • Assist with document management through automated drafting tools, overseeing electronic document storage, managing the filing system, and preparing both digital and physical records for client access
  • Handle specialized tasks such as electronic filing of court and real estate documents, generating estate plan charts and summaries, and conducting administrative support for active trust projects
  • Contribute to process improvement by identifying efficiencies, working with team members to standardize procedures, and implementing updates to workflow and document templates
Qualifications:
  • Bachelor’s degree or equivalent experience required, with at least 3 years in a law firm setting and experience in estate planning; background in complex, high net-worth estate and trust matters is advantageous
  • Strong written and verbal communication skills, with the ability to handle tight deadlines and adapt to shifting priorities in a fast-paced environment
  • Proven problem-solving ability, resourcefulness, sound judgment, and quick learning skills, with strong attention to detail and a commitment to high-quality output
  • Able to work independently and collaboratively, managing multiple tasks effectively and adapting to new tools and procedures
  • Proficient in Microsoft Office, including Word, with Excel and Visio experience as a plus; familiarity with estate tax preparation software (such as GEMS and EVP) and document assembly tools (e.g., Contract Express) preferred
  • Physical capability to manage office tasks, including data entry, retrieving and organizing files, and handling boxes or equipment when necessary
Benefits: Benefit offerings include medical, dental, vision, life insurance, short-term disability, and long term disability. Life and AD&D insurance, HSA, and 401K plan. The medical insurance provides employees the flexibility to choose the type of coverage that meets their individual needs. Additionally, they offer paid time off and a discretionary bonus.
Pay Details: $70,000.00 to $85,000.00 per year Search managed by: Keaton Anderson

Equal Opportunity Employer/Veterans/Disabled


To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy


The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:


  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance
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