Estate Planning / Probate Paralegal

Job Description

Job Description

Estate Planning and Probate Paralegal

Are you an estate planning and probate paralegal looking for a meaningful opportunity with a small, boutique law firm in Lake Oswego? We are looking for a thoughtful, capable professional with solid estate planning experience, good judgment, and an interest in handling sophisticated client matters.

What We're Looking For

This position is a good fit for a motivated professional who enjoys estate planning and probate work, wants to continue developing their role, and is comfortable taking on meaningful responsibility with support from an experienced team.

• Advanced Knowledge: You should have a strong working knowledge of estate planning, with familiarity with Oregon estate-related tax concepts. Experience with more complex planning matters is helpful, and a willingness to continue learning is valued.

• Estate Planning Experience: Experience drafting estate planning documents is important. Experience with sophisticated planning, including federally taxable estates, is a plus.

• Probate Experience: Experience managing probate matters, coordinating the process, and drafting pleadings is preferred. Candidates who have handled key parts of the probate process and are ready to grow into broader responsibility are encouraged to apply.

• Creative Thinking: The ability to think creatively and tackle cutting-edge projects that are often outside the norm.

• Professionalism: Strong interpersonal skills, sound judgment, and respectful client communication are important. We value someone who can build positive relationships with clients, attorneys, and team members.

• Technical: Familiarity with Interactive Legal or similar estate planning document systems is helpful but not required.

Key Responsibilities

• Draft complex estate planning documents and manage the document preparation process using systems like Interactive Legal.

• Handle all aspects of probate cases, including coordination and drafting necessary pleadings.

• Work closely with clients, ensuring compassionate and respectful interaction while building strong relationships.

• Collaborate with attorneys and other team members on complex projects, contributing creative solutions.

Benefits & Environment

• Professional Growth: This is a meaningful long-term role with room to deepen estate planning and probate skills, take on increasing responsibility, and contribute to a close-knit practice.

• Work Flexibility: We offer flexible work hours and the possibility of partial remote work.

• Office Environment: A pleasant, top-floor office in a premier Kruse Way building, fostering a friendly and interactive atmosphere.

Job Type: Full-time

Benefits :

401(k)

401(k) matching

Dental insurance

Flexible spending account

Health insurance

Paid time off

Vision insurance

Application Question(s):

Do you have at least 3 years of hands-on experience as a paralegal focused on Estate Planning and Probate?

Please describe a recent, complex estate planning or probate project where you had to think creatively to develop a solution that was "outside the norm." (Limit 3-5 sentences.)

Work Location: In person

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.