Estate And Trust Administration Paralegal

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Estate and Trust Administration Paralegal
The candidate will 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. Knowledge of all aspects of estate and trust administration, including preparing and filing all probate and trust administration documents. Ability to manage a matter from start to finish, independently and as part of the team. Excellent communication and writing skills. Ability to work effectively under deadlines are required. Microsoft office suite, including Word, Excel, Outlook are required. Bachelor’s degree and/or Paralegal certificate is preferred. Any satisfactory combination of experience and education will be considered. Experience in drafting estate planning documents are required. Experience in Washington and California estate and trust administration is a plus. Must have 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.

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