Trusts & Estates Paralegal - Bellevue

Trusts & Estates Paralegal Ogden Murphy Wallace, P.L.L.C. is seeking an experienced Trusts & Estates Paralegal to join our Bellevue office. OMW emphasizes a collaborative, team approach to the delivery of legal services and is seeking applicants who are like-minded, thus able to work independently, as well as with multiple attorneys and staff. Candidates must have a strong work ethic, ability to prioritize and manage deadlines, manage short-term and long-term projects with proactive follow-through, have strong verbal and written communication skills, be detail oriented with excellent proof-reading ability, familiar with financial information, and possess a high level of customer service. This is a non-exempt position with an expectation of working full-time onsite. Qualified candidates will have a minimum of five (5) years of experience working under attorney supervision in the following areas: Draft estate planning documents including Wills, DPOA’s, Trusts, QPRTs and Health Care Directives; Draft explanatory correspondence to clients detailing the proposed estate planning documents; Manage all aspects of probate and trust administration from inception through conclusion; Draft probate pleadings, inventories of assets, and asset transfer documents; Prepare federal and Washington estate tax returns (ideally experience with GEMs); Draft correspondence regarding estate administration, including communications with clients, to accountants and taxing authorities, as well as third-party requests for information; Prepare bequest and trust funding calculation, and plans of distribution; Draft Deeds, Promissory Notes and LLC Agreements; Obtain federal estate and trust tax identification numbers; Calendar probate and estate tax return deadlines; Maintain status checklists and engage in proactive follow up where appropriate; and Organize and prioritize heavy caseload while meeting various deadlines. OMW offers a competitive benefits package including medical, dental, vision, 401(k) and Profit-Sharing plan, paid time off, ten paid holidays per year, paid family leave, life insurance, and long-term disability coverage. The compensation range for this position is $80,000 to $105,000 a year. Other compensation includes an annual discretionary profit-sharing contribution and bonus consideration. We encourage professional development by providing programs, training, and opportunities to do interesting work. Ogden Murphy Wallace is a multi-specialty firm primarily serving Pacific Northwest clients for over 100 years. OMW takes pride in providing exceptional legal services and offering its employees a professional, friendly and inclusive culture. OMW is committed to providing an inclusive and welcoming environment for all members of our staff, vendors and clients. OMW is an Equal Opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, national origin, genetic information, veteran status, disability status or any other category prohibited by local, state or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities, termination, and all other terms and conditions of employment. To be considered for this exciting opportunity, interested and qualified candidates should submit a cover letter and resume to Shari Tipp, Human Resources Director, at [email protected] or 701 Fifth Avenue, Suite 5600, Seattle, WA 98104. We look forward to hearing from you!