Paralegal

Profile

Paralegal –

The candidate will work in the Business and Transactions department. Requires 7 years of estate and trust administration legal experience in Oregon, excellent organizational abilities, attention to detail, and the ability to work independently and take ownership over assignments and work product in a fast-paced work environment. Should have substantial client contact as well as interaction with other professionals and court staff on a regular basis. Collect, evaluate, maintain and monitor estate and trust assets, income, and expenses. Facilitate asset transfers and distributions. Prepare annual and final accountings along with all supporting documents. Compile tax information and prepare estate tax returns and gift tax returns. Draft estate planning documents. Preferred Computer Skills: Microsoft office suite, including Word, Excel, Outlook; Filesite; Intapp; Estate Works; Tax preparation software (Knowledge of GEMS is a plus). Should have Knowledge of all aspects of estate and trust administration, including preparing and filing all probate and trust administration documents. Bachelor’s degree and/or Paralegal certificate is preferred. Any satisfactory combination of experience and education will be considered. 7 years of Estate Planning and Probate Paralegal experience is required. Experience in drafting estate planning documents is require. Experience in Washington and California estate and trust administration is a plus.

Additional Information

Submit a cover letter and resume.

Company info

Schwabe, Williamson & Wyatt PC
530 Center Street NE Suite 400
Salem
Oregon
United States 97301
Website : http://www.schwabe.com/