EXPERIENCED ESTATE PLANNING & PROBATE PARALEGAL

J MARTIN ESQ LLC

EXPERIENCED ESTATE PLANNING & PROBATE PARALEGAL

Lake Oswego, OR
Full Time
Paid
  • Responsibilities

    About the Firm

    J. Martin Esq., LLC is a respected estate planning, probate, and elder law practice serving clients throughout Oregon. We handle sophisticated estate planning, probate, guardianship, conservatorship, and trust administration matters. Our firm values precision, efficiency, and exceptional client service.

    The Opportunity

    We are seeking a highly skilled paralegal to join our team and manage a demanding caseload requiring independent judgment, advanced organizational capabilities, and expert-level knowledge of Oregon probate and estate planning procedures. This position offers significant autonomy and the opportunity to work directly with clients and counsel on complex matters.

    This is an in-office position in Lake Oswego with flexible work hours for a 40 hour work week.

    Remote work is not available.

    Compensation & Benefits

    Hourly Rate: $35–$45/hour commensurate with experience

    Paid Time Off: Unlimited accrual (0.0577 hours per hour worked), flexible time off (no set Holidays)

    Health Benefits: Comprehensive coverage reimbursement available

    Professional Development: CLE and training opportunities supported

    Minimum Qualifications (Non-Negotiable)

    Candidates must meet at least one of the following:

    Minimum 1 year of law firm experience in estate planning, probate, trust administration, or guardianship/conservatorship matters; OR

    Bachelor's degree from an accredited university

    Candidates who do not meet these requirements will not be considered.

    Required Skills & Experience

    Demonstrated ability to manage 50+ concurrent matters without sacrificing accuracy or deadlines

    Proficiency with Oregon Judicial Case Information Network (OJCIN)

    Experience with Tyler Court eFiling system

    Advanced Microsoft Word skills, including complex document formatting and template creation

    Strong written and verbal communication skills

    Exceptional attention to detail and proofreading abilities

    Ability to work independently, exercise sound judgment, and escalate appropriately

    Professional demeanor with clients, courts, and financial institutions

    Typing speed of 50+ WPM

    Preferred Qualifications

    3+ years of estate planning and probate paralegal experience

    Experience with trust accounting and fiduciary administration

    Familiarity with Oregon probate rules and procedures

    History of implementing systems and process improvements in a law firm setting

    Paralegal certificate from an ABA-approved program

    Core Responsibilities

    Draft and process estate planning documents including wills, trusts, powers of attorney, and advance directives

    Manage probate administrations from initiation through closing, including court filings, creditor notifications, and asset distribution

    Handle guardianship and conservatorship matters, including annual accountings and reporting

    Administer trust matters, including asset transfers, beneficiary communications, and distributions

    Maintain rigorous calendaring and deadline management systems

    Coordinate with courts, financial institutions, title companies, and other professionals

    Communicate directly with clients regarding case status, document execution, and next steps

    Identify workflow inefficiencies and propose solutions

    What We're Looking For

    The ideal candidate is a seasoned professional who takes ownership of their work product, end-to-end. You anticipate problems before they arise. You don't need to be told what to do next—you already know. You take pride in accuracy and understand that in estate planning and probate, details matter.

    You are not looking for a job. You are looking for a role where your expertise is valued and your contributions make a measurable impact.

    Our Practice Environment

    High-volume, high-standards practice

    Systems-driven approach with emphasis on continuous improvement

    Direct client contact and meaningful responsibility

    Professional, collegial atmosphere

    Initiative and problem-solving are expected and rewarded

    Application Process

    Resume and cover letter review

    Initial interview with hiring team

    Skills assessment (document drafting, proofreading, and case management scenarios)

    Reference verification

    Background check

    To Apply

    Submit your resume and cover letter.

    J. Martin Esq., LLC is an equal opportunity employer.