Title: Associate Attorney Job Responsibilities: - Host and speak at public workshops to educate potential clients on estate and financial planning options. - Conduct client consultations, gather necessary information, and assist clients in taking appropriate actions. - Design and review individualized estate plans to...
Title: Legal Assistant/Paralegal - CEP Job Responsibilities: The legal assistant/paralegal will work in the area of comprehensive estate planning. Key responsibilities include: - Drafting, editing, and reviewing legal documents. - Meeting and communicating with clients to ensure their needs and expectations are met. - Organizing...
Title: Legal Assistant I, Funding Specialist Job Responsibilities: - Efficiently gather, create, examine, prepare, and organize all funding documents in preparation for attorney-client signing meetings. - Accurately manage, organize, maintain, and save funding documents in digital filing systems. - Update the client intake form...
Title: Business Attorney - Trusts & Estates Job Responsibilities: The primary responsibilities for the Business Attorney in the Trusts & Estates practice include: - Handling transactional work related to estate planning, trust administration, probate, and business succession planning. - Demonstrating a strong working knowledge...
technical aspects of mobilizing client records into and out of the law firm. This position requires... collaboration with practice groups, administrative departments, the General Counsel, Office Administrators, and other relevant staff to ensure adherence to the law firm’s information g...
Title: Associate Attorney Job Responsibilities: - Develop foundational and comprehensive estate plans for clients, including conducting office meetings, phone calls, drafting correspondence, conducting research, and preparing documents. - Review estate plans and determine the best course of action for clients. - Collaborate with the...