Experienced Estate Planning & Probate Paralegal
J MARTIN ESQ
Lake Oswego, Or, Clackamas County, Or, US
About the Role
Job DescriptionJob DescriptionAbout the FirmJ. 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 OpportunityWe 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
Required Skills & Experience
Our Practice Environment
J. Martin Esq., LLC is an equal opportunity employer.
The OpportunityWe 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 1 year of law firm experience in estate planning, probate, trust administration, or guardianship/conservatorship matters; OR
- Bachelor's degree from an accredited university
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
- 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
- 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
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
- Resume and cover letter review
- Initial interview with hiring team
- Skills assessment (document drafting, proofreading, and case management scenarios)
- Reference verification
- Background check
J. Martin Esq., LLC is an equal opportunity employer.
Interested in this role?
Apply now and take the next step in your career.
