Our law firm is looking for an experienced legal assistant or paralegal skilled in Estate Planning, who is both a team player and self-motivated. The successful applicant will have prior legal experience with excellent typing, grammar, spelling and organization skills and the ability to communicate with co-workers and clients. Knowledge of WealthCounsel a plus. We also offer excellent benefits.

In this role, you will:

• Keep cases organized and monitor calendars and deadlines.
• Input information in document management database
• Review and confirm case status with attorney
• Help develop cases by maintaining contact with clients and those involved in the matter
• Gather and review information from clients
• Examine client financial situations and collect asset information
• Prepare drafts of trusts, wills, or related documents, and prepare probate forms
• Prepare estate tax returns
• Assess creditor’s claims
• Track status and generate necessary reports
• File necessary documents with courts and government agencies

Required skills and experience:

• At least 3 years of legal assistant or paralegal experience in Estate Planning preferred
• Bachelor’s degree preferred
• Advanced knowledge of Microsoft Word and Excel
• Knowledge of document management and timekeeping programs preferred
• Reliable and predictable attendance and performance of the essential functions required

Our Company

Saalfeld Griggs has all the employee perks of a large firm with the individual attention and value of a small business. We highly value our clients and our service to them. The goal of the firm is to learn about each client’s business, understand their needs and goals, and efficiently develop a practical and cost-effective legal strategy. Although our workplace is fast-paced, our focus is always on the quality of work we put out to our clients.

The Estate Planning & Probate Group specializes in preparing trusts and estate plans for individuals and families, and advising trustees and personal representatives on trust administration and probate issues. Our expertise also includes business succession and charitable planning, preparation of state and federal estate and gift tax returns and counsel on related tax matters, and specialized irrevocable trust planning.

What we provide:

• Paid time off
• Competitive benefits package (health, dental, vision, disability, life)
• 401(K)

Our building sits near the Deschutes River where you can enjoy walks at Riverbend and surrounding parks. Pop over to the Old Mill District for a morning coffee or during your lunch hour for a bite to eat and shopping. We make sure our break rooms are always stocked with snacks, coffee, tea, and soda. Our team looks for any reason to celebrate with a party or social hour, whether it be the Holiday season or a regular Thursday. We love to provide lunches for the firm on occasion, and we are full defenders of casual Fridays.

Please consider joining our team by submitting a resume and a cover letter detailing your interest and/or experience to Human Resources at hr@sglaw.com. Calling or visiting our office regarding this opening is discouraged. Incomplete applications will not be considered.

See www.sglaw.com for more information about our firm.