Experienced Paralegal

Benefits:

• Flexible schedule
• Free food & snacks
• Health insurance
• Paid time off

Probate Job Description
Position Summary

Seeking an experienced Probate Paralegal (or paralegal experienced in other areas of law with transferable skills, such as Family Law Paralegal) with a strong background in supporting a sole practitioner or small firm. Ideally with drafting experience in guardianships, conservatorships, probates, and estate planning. J. Martin Esq., LLC is located in Lake Oswego, Oregon. The ideal candidate will support a sole practitioner attorney in all aspects of probate administration, trust administration, and estate planning matters, contested guardianships and conservatorship proceedings, demonstrating exceptional organizational skills and attention to detail. Position is NOT remote but may have some flexibility for partial remote work.

Key Responsibilities

• Prepare and file probate documents including petitions, inventories, accountings, and final distributions
• Manage guardianship and conservatorship proceedings, including filing initial petitions, annual accountings, and status reports
• Draft estate planning documents including wills, trusts, powers of attorney, and healthcare directives
• Communicate with clients, court personnel, financial institutions, and other stakeholders
• Maintain accurate and complete client files and case management systems
• Track case deadlines and ensure timely filings with probate courts
• Coordinate asset valuations and prepare estate tax returns when needed
• Assist with trust administration and post-death distributions
• Support attorneys during client meetings and court hearings

Qualifications

• 3+ years of experience as a paralegal specifically in probate, guardianships, conservatorships, and estate planning (or other areas of law with skills that are easily transferable, such as family law)
• Thorough knowledge of Oregon UTCRs, ideally probate administration and guardianship and conservatorship administration
• Proficiency in varied legal document preparation is a MUST!
• Familiarity with eFiling using the Tyler system
• Experience with Oregon probate courts and procedures
• Strong understanding of fiduciary accounting principles
• Excellent verbal and written communication skills
• Exceptional organizational abilities and attention to detail
• Experience with case management software and legal research tools
• Paralegal certificate or relevant degree preferred

Skills

• Ability to handle sensitive matters with discretion and compassion
• Strong problem-solving abilities and independent judgment
• Capacity to manage multiple cases with competing deadlines
• Proficient in Microsoft Office and legal-specific software applications
• Excellent client service orientation

Compensation and Benefits

• Competitive hourly rate: $35-$45 per hour, commensurate with experience
• Health Insurance
• 3 weeks paid time off (min.)
• Professional development opportunities
• Flexible Work Hour/days Schedule