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Job Details

Estate amp Trust Coordinator

Company name
Landerholm, P.S.

Location
Vancouver, WA, United States

Employment Type
Full-Time

Industry
Legal

Posted on
Sep 13, 2021

Profile

About Landerholm, P.S.

Since 1948, the attorneys and professionals at Landerholm, P.S. have served as legal advisors and trusted advocates to individuals and businesses throughout Southwest Washington and beyond. Located in the heart of downtown Vancouver, we focus our legal practice in the areas of business, estate planning and probate, litigation, real estate, and workers’ compensation. We offer a great working environment and a comprehensive benefits package including medical, dental, life insurance, long-term disability insurance, and a 401(k) plan.

 

Summary of Position

Landerholm, P.S. is seeking an organized, self-motivated, detail-oriented individual to work with the attorneys and staff in our Estate Planning and Probate Department. The successful candidate will have a college degree or several years of experience preparing estate planning documents. Familiarity with community property law and tax issues applicable to estates and trusts is beneficial, but not required.

 

Functions

  • Assist the attorney in drafting estate planning documents, including wills, trusts, powers of attorney, etc.
  • Review and understand the provisions of estate planning documents.
  • Prepare explanatory material or diagrams to illustrate the estate plan or distribution of assets.
  • Communicate effectively with clients and others in a professional and compassionate manner.
  • In consultation with attorneys and other advisors, analyze appropriateness of planning options.
  • Prepare deeds and other documents to transfer ownership of assets.
  • Assist clients in establishing and funding trusts.  
  • Prioritize various projects and timelines.
  • Maintain various documents and databases for client information.

 

Knowledge, Skills, & Abilities

  • Excellent written, verbal, and interpersonal communication skills.
  • Organizational skills to manage multiple projects, deadlines, and conflicting priorities.
  • Demonstrated ability to draft documents with keen attention to detail and accuracy.
  • Strong math skills.
  • Ability to analyze options and anticipate client and/or attorney needs.
  • Proficiency in Microsoft Office, with an emphasis on Excel and Word.
  • ProLaw and iManage experience, a plus.

 

Requirements & Prerequisites

  • Bachelor’s degree or paralegal certificate or experience in a trust department or at a financial institution.
  • Minimum of two (2) years’ experience with estate planning or trust administration.
  • Full time – 8 a.m. to 5 p.m., Monday-Friday.

 

Please submit a cover letter and resume.

Company info

Landerholm, P.S.
Website : https://www.landerholm.com/

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