all phases of trust and estate administration. - Review and interpret trust instruments, wills, and related estate planning documents. - Prepare required notices, inventories, accountings, and distribution schedules. - Coordinate asset marshaling, valuation, and transfer... of real property, financial accounts, and business interests....
all users. - Oversee IT asset management, maintaining accurate records... and ensuring optimal utilization of IT resources. - Oversee new user onboarding, ensuring a smooth and efficient process for integrating new employees into the firm's IT systems. - Manage and oversee the telephone...
North Barrington, Illinois Salary: The salary for this position ranges from $55,000 to $65,000 per year, depending on experience and qualifications. Law Firm in North Barrington, Illinois is seeking an experienced Estate Planning and Administration Paralegal to...
executors through all phases of trust and estate administration. - Review and interpret trust instruments, wills, and related estate planning documents. - Prepare required notices, inventories, accountings, and distribution schedules. - Coordinate asset marshaling, valuation, and transfer... of real property, financial accounts, an...
with client and case management and perform tasks necessary... is not exhaustive, common responsibilities include: - Case File and Client Portal Management - Create file trees... for clients and cases - Add new contacts and matters to the case management databas...
legal documents using document management systems such as Clio. -... Maintain case files and ensure accurate document review and data entry for various litigation and transactional matters. - Support attorneys with calendaring deadlines, court filings, and scheduling client meetings. - Assist in client...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Title: Estate Planning Attorney Job Responsibilities: - Meet with clients to understand their goals and develop comprehensive estate plans. - Draft, review, and execute legal documents including wills, trusts, powers of attorney, and advance directives. - Advise clients on estate, gift, and generation-skipping tax...
attorney, and correspondence. - Maintain both digital and physical client files ensuring confidentiality and organization. - Manage attorney calendars, meetings, and appointments related to court or document signings. - Professionally communicate with clients, financial advisors, and other professionals to support case management. - A...
ensure client satisfaction and case progress. - Draft legal documents, pleadings, and correspondence necessary for case management and client representation. - Appear... in court as needed to represent clients in various legal matters. - Work closely with a team of experienced assistants and...
Estate, Immigration & Property Management Job Responsibilities: Estate Planning & Legal... Document Preparation - Draft, revise, and finalize estate planning documents including wills, trusts, powers of attorney, advance directives, and related instruments. - Coordinate execution and notarization of legal documents with clients. - Manage matter...