Overview

ABOUT NW LEGACY LAW Ensure all your application information is up to date and in order before applying for this opportunity.NW Legacy Law, P.S. is a boutique estate planning and probate firm in Vancouver, Washington. Founded in 2014, we help clients protect what they've built, provide for the people they love, and leave a lasting legacy for the next generation.We take the work seriously. Our team is direct and holds itself to a high standard. We value people who take initiative, communicate clearly, and do right by clients and colleagues alike. If you bring your best and expect the same from others, you'll fit in well here. ROLE OVERVIEW Reports To Founding Attorney Location On-site, Vancouver, WA Compensation $120,000 - $150,000 annually, depending on experienceNW Legacy Law helps families plan their estates and settle the affairs of loved ones with clarity and efficiency. As an Estate Planning and Settlement Attorney, you work across both the estate planning and estate settlement teams, leading client consultations, guiding families through major planning decisions, directing estate administrations, representing clients in Oregon and Washington county courts, and helping assign matters across the attorney team. WHY JOIN US Real impact. You help families plan ahead and guide them through loss, and you see each matter through to resolution. Set up to succeed. You step into a defined workflow with a support team and mentorship from the Founding Attorney. Established and recognized. You join a firm that has served Clark County families since 2014, with a steady client base and recognition. Range of estate work. You handle estate planning, estate settlement, probate, trust administration, and tax matters, with access to professional networks including WealthCounsel and NAELA. KEY RESPONSIBILITIES Client Relations Lead client consultations and meetings. Assess goals, identify issues, and answer questions clearly. Provide legal advice and strategy across estate planning and estate settlement matters. Present the scope of services and associated fees for proposed work. Explain firm processes from consultation through the close of each engagement. Keep clients informed at each stage of their matter. Estate Planning Clients Offer optional legal assistance, including Client Care Program (CCP) benefits. Lead signing meetings, including signature and transformative estate plans. Estate Settlement Clients Lead periodic meetings to review the status of each administration. Set extended or supplemental engagement terms when work goes beyond the original scope. Case Management Advise the appropriate Team Lead on the scope of legal services and direct document drafting to meet client needs. Review prepared documents, direct revisions and customization, and answer related questions. Explain documents and procedures to clients and team members in plain terms. Represent clients at county court hearings in Oregon and Washington, prepared and professional. Communicate respectfully with co-counsel, opposing counsel, court staff, and other third parties. Draft and customize documents using the firm's drafting platforms. Track time on hourly matters promptly and accurately - though most of our work is fixed-price, so the focus is on doing the work well, not watching the clock. With the Founding Attorney, delegate and assign matters to other attorneys. Team and Firm Follow each team's workflow so cases move on schedule. Meet deadlines and commitments to clients and the firm. Come prepared to client and firm meetings, ready to contribute. Maintain Washington or Oregon Bar membership in good standing and earn admission to the other state within 12 months. Complete CLEs and share relevant takeaways with the team. Conduct legal research as needed. REQUIRED QUALIFICATIONS Active member in good standing of the Washington or Oregon State Bar. At least 4 years of legal experience in estate planning, estate settlement, or probate. Eligible and willing to gain