Title: Trust & Estates Paralegal at **Members Only** Experience:... - Minimum of 5 years of experience in PA and NJ estate administration - Experience with Lackner is helpful - Substantial PA estate administration experience required, NJ and NY experience is...
PARALEGAL - PRIVATE CLIENT SERVICES... attorneys, is seeking a Paralegal to join our Private... Client Services team in Philadelphia. This is a great opportunity for a career-oriented individual with at least 3 years of experience in the trust and estates...
Job Title: Paralegal-Trusts and Estates Job Responsibilities: The Paralegal-Trusts... and Estates will support... the department in a variety of administrative and legal tasks related to the administration of trusts and estates. The responsibilities include: - Acting as the lead contact for personal representatives...
Title: Trusts & Estates Paralegal Job Responsibilities: - Independently administer complex... estates and trusts. - Identify and marshal estate assets, and perform other probate functions required to administer estates through final settlement. - Maintain financial records for use in preparing tax returns and fiduciary...
Title: Trust Administrator Job Responsibilities: - Heavy contact with clients, trustees, and managing attorneys on all aspects of trust work. - Perform routine and complex financial transactions, including: - Assist with the opening of trust accounts. - Correspond with clients and/or representatives regarding...
Job Title: Paralegal/Trusts & Estates Job Responsibilities: As a... Trusts and Estates Paralegal within the department, your... responsibilities include: - Preparing probate documents and related papers. - Identifying, gathering, and arranging the valuation of a decedent’s assets and administering estates from probate through final...
Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate... Administration Paralegal provides essential legal support... and reports primarily to the supported attorneys, with a secondary reporting line to the Director of Operations. The paralegal is responsible for: - Drafting... legal documents...
Tax and Wealth Planning Paralegal **Job Responsibilities:** The Tax and... Wealth Planning Paralegal at the law firm... is responsible for a variety of tasks that support the trusts and estates team. The primary responsibilities include: - Managing calendars, particularly tax-related deadlines and...
Legal Assistant - Private Client Services - Philadelphia H2: Job Description and Qualifications Law Firm: **Members Only** Location: Philadelphia, PA Practice Area: Private Client Services Job Title: Legal Assistant - Private Client Services Salary: Competitive and commensurate with...
Title: Legal Assistant – Estate Planning Job Responsibilities: The Legal Assistant will play a crucial role in supporting attorneys at the law firm, specifically in the estate planning department. The responsibilities include: - Assisting attorneys during client consultations, review meetings, and signing appointments...
Experienced Trust and Estates Paralegal Job Responsibilities: - Draft estate planning... documents: The paralegal will be responsible for... necessary for estate planning. - Manage trust administration matters: The position requires the paralegal to handle trust administration... tasks. This involves managing the distribution of...
Job Title: Estate Planning Paralegal Job Responsibilities: - Assist attorneys in... drafting and reviewing estate planning documents such as wills, trusts, powers of attorney, and advance healthcare directives. - Conduct thorough legal research across areas including estate planning, UCC law, tribal law &...
Job Title: Paralegal/Legal Secretary Job Responsibilities: - The candidate... will be responsible for handling cases from start to finish, demonstrating the ability to work independently. - The role involves drafting pleadings and correspondence, which requires strong written communication skills. - The candidate will be...
Trusts and Estates Paralegal: Join Our Exceptional Law... experienced Trusts and Estates Paralegal or Accountant to join... our highly-regarded law firm. If you have a passion for estate administration and are looking for a new opportunity, we want to hear...
Full-Time Paralegal - Estates, Wills, Trusts,... and Medicaid Blue Bell, PA · In Office **Members Only**, a boutique estate planning and elder law firm in Pennsylvania and New Jersey, is seeking a Full-Time Paralegal with experience in Estates,... Guardianship, Medicaid,...
for advancement and growth Competitive salary based on experience and qualifications **Members Only** is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate in employment opportunities or practices on...
Job Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal... will play a crucial... role in managing the estate planning practice at the law firm. This position requires a professional who is highly organized and client-focused, with a deep understanding of...
Tax and Wealth Planning Paralegal Job Responsibilities: The Tax and Wealth... Planning Paralegal is an integral part... of the trusts and estates team at the law firm, contributing significantly to the varied, interesting, and meaningful work within the department. The responsibilities of...
Title: Trusts & Estates Paralegal Job Responsibilities: - Independently administer complex... estates and trusts. - Identify and marshal estate assets, and perform probate functions required to administer estates through final settlement. - Maintain financial records for use in preparing tax returns and fiduciary accountings. -...
Title: Legal Secretary/Paralegal Probate Job Responsibilities: - Manage and maintain legal case files using document management systems such as Lackner and Clio, ensuring accuracy and confidentiality at all times. - Draft, review, proofread, and edit legal documents including probate court filings and pleadings,...
Title Legal Secretary/Paralegal Probate Job Responsibilities The Legal Secretary/Paralegal Probate is responsible for providing comprehensive administrative and legal support in a high-volume probate practice. The key duties include: - Managing and maintaining legal case files using document management systems such...
Tax and Wealth Planning Paralegal Job Responsibilities: - Manage calendars, including... tax-related deadlines and client calls/meetings. - Prepare Federal and State estate Tax Returns and Federal Gift Tax Returns. - Administer estates by preparing and filing probate documents, advising and responding to clients. - Administer...