EXPERIENCED ESTATE PLANNING PROBATE PARALEGAL

Job Description

Job Description

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

1. Resume and cover letter review
2. Initial interview with hiring team
3. Skills assessment (document drafting, proofreading, and case management scenarios)
4. Reference verification
5. Background check

To Apply

Submit your resume and cover letter.

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