Boly:Welch

Job Number: 15281

Salary: $80K-$90K DOE

Industry: Legal

What Matters Most:

  • 2-10+ years of substantive estate planning or probate experience required
  • Proficiency in Microsoft Office and Adobe Acrobat required
  • Experience with document management software required, preferably with Interactive and/or Wealth Counsel
  • High School Diploma or equivalent required; Bachelor’s degree preferred


Your New Role:
An esteemed boutique Lake Oswego firm is seeking an experienced Estate Planning and Probate Paralegal to support one founding partner and one associate.

This firm needs someone comfortable with a high level of client contact because the role involves managing and facilitating probates from start to finish. Additional responsibilities will include drafting complex estate planning documents for large, federally taxable estates. You’ll have reasonable billable hour requirements and your own private office!

They’re looking for someone who wants to grow within this role, performing advanced “nearly associate” level responsibility down the road.

You’ll have a hybrid schedule with at least three in-office days each week.


Your New Organization:
This specialty firm practices estate planning, probate, trust administration, guardian and conservatorship, business formation, litigation, and tax law. They serve a variety of high-net-worth clients and pride themselves on their professionalism and top-tier client service. It’s a collaborative team that enjoys the challenge of complex work.

Benefits include fully paid health insurance, FSA, paid time off, and 401(k) with generous firm contribution.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

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