Current jobs related to Estate Planning Paralegal - Portland, Oregon - LHH Recruitment Solutions


  • Portland, Oregon, United States Gevurtz Menashe Full time

    Job Title: Associate Attorney - Estate PlanningGevurtz Menashe is seeking an experienced Associate Attorney to join our Estate Planning team. As a key member of our team, you will be responsible for executing case strategy, managing your own caseload, and providing exceptional client service.Primary Responsibilities:Develop and implement case strategies with...


  • Portland, Oregon, United States Gevurtz Menashe Full time

    About Gevurtz MenasheGevurtz Menashe is a law firm dedicated to family law and estate planning in Oregon, Washington, and Idaho. Our mission is to provide exceptional service to our clients and deliver the highest level of service and best possible outcomes.Job SummaryWe are seeking a Senior Estate Planning Attorney who thrives in a fast-paced, team...


  • Portland, Oregon, United States Catalyst Law LLC Full time

    Catalyst Law LLC Seeks Experienced Legal AssistantCatalyst Law LLC, a woman-owned and B-Corp Certified law firm, is seeking a skilled Legal Assistant to join our team. As a key member of our Estate Planning, Probate, and Trust Administration practice, you will play a vital role in ensuring the success of our clients.ResponsibilitiesSupport the management of...


  • Portland, Oregon, United States Gevurtz Menashe Full time

    About the RoleGevurtz Menashe is seeking a Senior Estate Planning attorney who thrives in a fast-paced, team environment and has the ability to provide exceptional service to our clients.We are dedicated to family law and estate planning in Oregon, Washington, and Idaho. Our goal is to be our clients' law firm and deliver the highest level of service and...


  • Portland, Oregon, United States Catalyst Law LLC Full time

    Catalyst Law LLC: Estate Planning and Trust Administration Support SpecialistWe are seeking an experienced Estate Planning and Trust Administration Support Specialist to join our team at Catalyst Law LLC. As a key member of our team, you will provide exceptional support to our attorneys and clients in the areas of estate planning, probate, and trust...


  • Portland, Oregon, United States Stoel Rives Full time

    Job SummaryWe are seeking a highly skilled Private Client Practice Assistant to join our team at Stoel Rives LLP. This role will provide legal and administrative support to private client attorneys in the Benefits, Tax and Private Client (BTP) practice group.Key ResponsibilitiesProvide legal document preparation and filing support, including revising,...


  • Portland, Oregon, United States Fisher Investments Full time

    The OpportunityWe are seeking a highly skilled Estate Planning Specialist to join our team at Fisher Investments. As an Estate Planning Specialist, you will play a crucial role in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals.Key ResponsibilitiesWork directly with high-net-worth...


  • Portland, Oregon, United States Fisher Investments Full time

    About the Role:We are seeking an experienced Estate Planning Specialist to join our team at Fisher Investments. As an Estate Planning Specialist, you will play a crucial role in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals.The Opportunity:As an Estate Planning Specialist, you will...


  • Portland, Oregon, United States Oath Law Full time

    About Oath LawOath Law is a dynamic and forward-thinking law firm dedicated to helping individuals and families achieve their estate and financial planning goals. We believe in empowering our clients to make informed decisions about their future and providing them with the tools and resources they need to succeed.Job SummaryWe are seeking a highly motivated...


  • Portland, Oregon, United States Fisher Investments Full time

    The Opportunity:We are seeking an experienced Estate Planning Specialist to join our Financial Planning Team at Fisher Investments. As an Estate Planning Specialist, you will play a crucial role in helping our high-net-worth clients better understand their existing estate plan and identify next steps in fulfilling their planning goals.Key...


  • Portland, Oregon, United States Beacon Hill Full time

    Estate Planning Opportunity in the Pacific NorthwestAn exciting estate planning role is available in the Pacific Northwest region, offering a unique chance to utilize your expertise in trust and estate planning without the administrative burden.Key Highlights:Focus on creative and problem-solving aspects of estate planningEnjoy a true 40-hour workweek with...


  • Portland, Oregon, United States Beacon Hill Full time

    About the Role:This is an exciting opportunity to work as an Estate Planning Advisor with Beacon Hill Legal in the Pacific Northwest area. As a trusted advisor, you will have the chance to utilize your estate planning experience in a non-practicing role, focusing on the creative and problem-solving aspects of the field.Key Highlights:A true 40-hour work...


  • Portland, Oregon, United States Beacon Hill Full time

    About the Role:This is an exciting opportunity to utilize your estate planning experience in a non-practicing advisory capacity. As an Estate Planning Specialist at Beacon Hill Legal, you will have the chance to focus on the creative and problem-solving aspects of estate planning, without the administrative burden.Key Highlights:Work in a true 40-hour work...


  • Portland, Oregon, United States Beacon Hill Full time

    Estate Planning Opportunity in the Pacific NorthwestAn exciting estate planning role is available in the Pacific Northwest region, offering a unique chance to utilize your expertise in a non-litigation, non-drafting environment. This position is perfect for experienced professionals seeking a 40-hour workweek with a true work-life balance.Key...


  • Portland, Oregon, United States Windermere Real Estate Full time

    Job OverviewWindermere Real Estate is seeking a skilled Real Estate Professional to join our dynamic team. As a key intermediary between sellers and buyers, you will be responsible for marketing listings, guiding clients, and ensuring a seamless transaction process.This is an excellent opportunity for a motivated and results-driven individual to grow their...


  • Portland, Oregon, United States Gevurtz Menashe Full time

    Job Title: Oregon Family Law Senior ParalegalGevurtz Menashe, a leading law firm dedicated to family law and estate planning, is seeking an experienced Family Law Senior Paralegal to join our team. As a key member of our Oregon Family Law department, you will provide exceptional support to our attorneys, mentor junior paralegals, and deliver outstanding...


  • Portland, Oregon, United States Withum Full time

    About the RoleWe are seeking a highly skilled Tax and Estate Planning Manager to join our team at Withum. As a key member of our Tax Services Group, you will play a critical role in ensuring the accuracy and timeliness of tax reporting obligations for our clients.Key ResponsibilitiesReview and prepare complex gift, estate, and fiduciary income tax returns,...


  • Portland, Oregon, United States Withum Full time

    About the RoleWe are seeking a highly skilled Tax and Estate Planning Manager to join our team at Withum. As a key member of our Tax Services Group, you will play a critical role in ensuring the accuracy and timeliness of tax reporting obligations for our clients.Key ResponsibilitiesLead complex gift, estate, and fiduciary income tax returns, including...

  • Legal Assistant

    4 weeks ago


    Portland, Oregon, United States LHH Full time

    LHH is seeking a skilled Legal Assistant to support its Portland office. The ideal candidate will have 3+ years of experience in real estate law, with a focus on transactional work.Key Responsibilities:Proofread, convert, format, and edit documents with precision and attention to detail.Work with contracts, leases, checklists, purchase and sale agreements,...

  • Legal Assistant

    4 weeks ago


    Portland, Oregon, United States LHH Full time

    Legal Assistant - Real Estate SpecialistLHH is currently seeking a highly skilled Legal Assistant to join their team in Portland, Oregon. The ideal candidate will have 3+ years of experience working in real estate law and be proficient in document preparation, contract management, and calendar organization.Key Responsibilities:Prepare and edit legal...

Estate Planning Paralegal

2 months ago


Portland, Oregon, United States LHH Recruitment Solutions Full time
Job Overview

Position: Trust and Estates Paralegal

Location: Hybrid role available

Compensation: $70,000 - $90,000 annually

LHH Recruitment Solutions is in search of a skilled Trust and Estates Paralegal to support our client's legal department. This hybrid position allows for a combination of on-site and remote work, providing flexibility while managing trust and estate responsibilities.

Primary Duties:

  • Draft and prepare essential estate planning documents, such as wills, trusts, and powers of attorney.
  • Assist in the administration of probate and trusts, including the preparation and submission of court documents.
  • Organize and maintain client files, ensuring all documentation is current and accurately filed.
  • Collaborate with clients, financial institutions, and other professionals to collect necessary information.
  • Conduct legal research pertinent to trust and estate issues.
  • Ensure adherence to applicable laws and regulations.
  • Support the preparation of estate tax returns and related documentation.

Required Qualifications:

  • At least 3 years of experience as a paralegal specializing in trust and estate law.
  • Familiarity with local and state laws and regulations.
  • Proficient in legal software and Microsoft Office Suite.
  • Strong communication skills, both written and verbal.
  • Exceptional organizational abilities and attention to detail.
  • Capability to handle multiple tasks and meet deadlines efficiently.
  • Paralegal certification is preferred.

Benefits:
Our benefits package includes medical, dental, and vision insurance, life insurance, short-term and long-term disability coverage, as well as a 401K plan. Employees can select the medical coverage that best fits their needs. Additional offerings include paid time off and eligibility for a discretionary bonus.

Equal Opportunity Employer: LHH Recruitment Solutions is an equal opportunity employer and welcomes applications from all qualified individuals.