Benefits:

Flexible schedule

Free food & snacks

Health insurance

Paid time off

Probate Paralegal Job Description

Position Summary

Seeking an experienced Probate Paralegal with a strong background in guardianships, conservatorships, and estate planning with J. Martin Esq., LLC 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, demonstrating exceptional organizational skills and attention to detail. Position is NOT remote.

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

Thorough knowledge of Oregon probate code and court procedures

Proficiency in legal document preparation and filing requirements

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