amendments. - Collect and organize financial, personal, and asset information from clients. - Manage and maintain client files, both digital and physical, in accordance with law firm policies. - Monitor deadlines... and maintain tickler systems for follow-up. - Maintain up-to-date knowledge of relevant estate...
Title: Legal Secretary Job Responsibilities: - Manage and organize 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,...
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...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Assistant is responsible for providing comprehensive administrative support to lawyers within the Trusts and Estates practice group. Key responsibilities include: - Organizing and maintaining both physical and electronic files related...
Compliance Associate at the law firm will be responsible... for a variety of tasks within the Estate and Tax Planning and Compliance practice group. Key responsibilities include: - Preparing federal and state business, fiduciary, and individual income tax returns. - Engaging in...