Job Title: Estate Planning Attorney Job Responsibilities: -... Assist families in planning for the future, ensuring... of mind regarding their estate plans. - Build and... life decisions related to estate planning, including wills, trusts,... and... help clients achieve their estate p...
& Estates Attorney Job Title: Trusts & Estates Attorney Job Responsibilities: The Trusts & Estates Attorney at the law firm will be responsible for handling sophisticated client matters with complex issues. The role involves: - Providing legal advice and services related to trusts and estates. -...
the area of trust, estate, and wealth preservation. The... to manage client relationships directly and handle complex estate planning and drafting for... clients with taxable estates. Key responsibilities include: - Planning and drafting estate plans for clients with... taxable estates. - Facili...
Title: Legal Assistant / Legal Secretary Job Responsibilities: Administrative & Attorney Support: - Provide comprehensive administrative assistance to attorneys. - Manage attorney calendars, schedule client meetings, closings, hearings, and deadlines. - Coordinate appointments with clients, lenders, courts, and third parties. - Answer phone calls and emails...
Title: Legal Assistant / Legal Secretary Job Responsibilities: Administrative & Attorney Support - Provide comprehensive administrative support to attorneys - Manage attorney calendars, including scheduling client meetings, closings, hearings, and deadlines - Coordinate appointments with clients, lenders, courts, and third parties - Answer phone calls and...
Title: Legal Assistant Job Responsibilities: The legal assistant will be responsible for a variety of tasks to support the legal team at the law firm. Key duties include: - Preparing legal documents: The legal assistant will be expected to draft, proofread, and finalize...
Title: Legal Assistant / Legal Secretary Job Responsibilities: Administrative & Attorney Support: - Provide comprehensive administrative support to attorneys. - Manage attorney calendars, including scheduling client meetings, closings, hearings, and deadlines. - Coordinate appointments with clients, lenders, courts, and third parties. - Answer phone calls and...
daily operations and provides direct support to attorneys handling various legal matters, including business law, commercial and residential real estate, franchise law, bankruptcy, probate,... and estate planning. Key responsibilities include: -... Administrative & Attorney Support: - Providing comprehensive administrative support t...
Estates Job Responsibilities: - Draft fundamental estate planning and funding documents. -... Review advanced estate planning documents. - Draft probate... rules of procedure governing estate and trust administrations. - Complete... tasks and follow through with issue resolution. - Meet deadlines and work efficiently in a fast-paced...
analysis to support case preparation. - Draft legal documents, including pleadings, motions, and estate planning documents. - Assist in... negotiations and settlement discussions. - Communicate effectively with clients, providing updates on case progress. - Collaborate with team members on case strategies and legal approaches. Educ...
Job Title: Trust and Estate Coordinator Job Responsibilities: The Trust and... Estate Coordinator will support the... law firm's Private Wealth Services practice group and the Bequest Revenue program, while also interacting with clients. Key responsibilities include: - Supporting the national Bequest Revenue Program...
Title: Probate Administrative/Legal Assistant Job Responsibilities: - Provide administrative support to enhance office effectiveness. - Answer and direct phone calls. - Schedule and confirm appointments, hearings, depositions, and mediations. - Prepare and revise documents and correspondence. - Serve as a witness or notary for document signings. -...
Title: Office Receptionist Job Responsibilities: - Serve as the welcoming face of the law firm, greeting visitors, clients, and employees with a positive and professional demeanor. - Ensure the security of the front office by implementing and overseeing proper sign-in procedures for all...
Title: Director of First Impressions/Receptionist Job Responsibilities: The Director of First Impressions, also known as the Receptionist, plays a crucial role in maintaining the professional image of the law firm. The primary responsibilities include: - Answering incoming calls promptly and courteously, ensuring the...
Protection, Corporate Law, and Estate Planning. The firm operates... with a fast-paced and mission-driven team dedicated to assisting clients in protecting their most valued assets. The firm is seeking an individual who is equally driven to join their team. Who We’re...
qualified leads into closed estate planning engagements. - Conduct consultative... sales calls with families and affluent clients. - Confidently present premium service options and guide decision-making. - Maintain disciplined follow-up and pipeline momentum. - Manage CRM (HubSpot) with accuracy; track KPIs and forecasts. - Ensure...
Title: Legal Document Assistant Job Responsibilities: Legal Document Preparation & Formatting - Prepare, format, and proofread legal documents such as contracts, agreements, correspondence, pleadings, disclosures, estate planning documents, and transactional... materials - Ensure documents follow law firm templates, court rules,...
legal documents, including contracts, agreements, correspondence, pleadings, disclosures, estate planning documents, and transactional... materials. - Ensure documents adhere to law firm templates, court rules, and formatting standards. - Convert handwritten notes or attorney drafts into polished, professional legal documents. - Review documents...
Title: Chief Financial Officer (CFO) Job Responsibilities: 1. KPI-Driven Financial Leadership - Develop and execute a data-driven financial strategy focused on profitability, cash flow, and operational efficiency. - Build and manage firmwide key performance indicators (KPIs) for revenue, expenses, case value, and...
Title: Chief Financial Officer (CFO) Job Responsibilities: The Chief Financial Officer (CFO) at the law firm will play a pivotal role in guiding the financial strategy and optimizing the performance of the organization as it embarks on a national expansion phase. This...
Title: Chief Financial Officer (CFO) Job Responsibilities: 1. KPI-Driven Financial Leadership - Develop and execute a data-driven financial strategy to measure and drive profitability, cash flow, and operational efficiency. - Build and own company-wide key performance indicators (KPIs) for revenue, expenses, case...
Title: Chief Financial Officer (CFO) Job Responsibilities: 1. KPI-Driven Financial Leadership - Develop and execute a data-driven financial strategy focused on profitability, cash flow, and operational efficiency. - Build and manage firmwide key performance indicators (KPIs) for revenue, expenses, case value, and...
Job Title: Estate Planning Attorney Salesperson Job Responsibilities: -... Conduct estate planning strategy consultations with... needs and present tailored estate planning solutions. - Confidently ask... potential clients to commit to their decision and onboard them without firm intervention. - Overcome client objections with professionalism...
Job Title: Estate Planning - Probate Associate... case file. - Serve as the primary attorney specializing in estate planning and probate matters,... directly engaging with clients to achieve their objectives. - Demonstrate proficiency in estate planning, guardianship, and techniques... for probate avoidance,...
the following areas: - Estate Planning and Trust Administration... - Corporate, Business Transactions, and Mergers & Acquisitions - Litigation, including Civil, Commercial, Probate, Divorce, Personal Injury, or other areas - General Florida Law The role involves: - Engaging in meaningful...
Associate Attorney - Real Estate Job Responsibilities: - Draft, review, and... negotiate real estate contracts, leases, purchase agreements,... issues, and coordinate closings. - Ensure compliance with Florida real estate laws and regulations. - Provide... legal guidance on zoning, land use, and permitting matters. - Collaborat...
Title: Paralegal Job Responsibilities: - Assist lawyers in the preparation of legal documentation, pleadings, and correspondence, including interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits. - Aid lawyers in trial preparation by organizing exhibits, coordinating witnesses, conducting research on legal...
Title: Client Service Coordinator Job Responsibilities: The Client Service Coordinator at the law firm plays a crucial role in ensuring a smooth client experience. This position is client-facing and hospitality-driven, requiring the individual to manage the front desk, client communications, scheduling, intake,...
Title: Receptionist Job Responsibilities: Front Desk & Client Interaction - Welcome clients and visitors professionally and ensure a positive experience. - Answer and direct incoming calls promptly; take accurate messages and route them to the appropriate department. - Maintain a clean and organized reception area...
applications for long-term care assistance. This position involves working closely with clients and requires a resourceful, self-directed team player capable of handling multiple tasks. Key responsibilities include: - Strategic Medicaid eligibility planning and management of a... caseload of 20-40 applicants. - Facil...
paralegal position focuses on estate planning and trust administration.... The role involves significant interaction with clients and attorneys, requiring the candidate to be a self-starter. Responsibilities include managing and organizing legal in the drafting of estate planning documents. The position......
Title: Operations Manager Job Responsibilities: - Ensure clients and matters move through the workflow pipeline efficiently and on schedule. - Monitor deadlines, quality of work, and overall operational performance. - Manage and improve firmwide systems, processes, and workflows. - Supervise and lead non-attorney staff and...
Job Title: Estate Planning Attorney Job Responsibilities: - Provide... legal advice relating to estate planning, tax and transfer... planning, and business succession planning. -... Represent high net-worth individuals... in estate planning matters. - Manage trust... and... estate administration. - Demonstrate business development... experience, including maintaining...
Job Title: Estate Planning Attorney Job Responsibilities: - Work... families to create thoughtful estate plans - Draft and review... of attorney, and other planning documents - Offer clear, compassionate... guidance on Medicaid and planning strategies - Serve as a... trusted advisor to help clients achieve...
Job Title: Trust & Estate Attorney Job Responsibilities: The Trust &... Estate Attorney will work within... the Trust & Estate Group of the law... needs of clients in estate planning and administration. Responsibilities... include: - Designing customized estate plans, including wills, trusts,... and transfer. - Engaging in estate, income, and...
Responsibilities: - Counsel clients on estate planning, wealth transfer, and... matters. - Draft and implement estate planning documents, including wills,... trusts, and related instruments. - Manage trust and probate administration from inception through completion. - Advise clients on trust funding, asset titling, and administration...
Job Title: Trust & Estate Attorney Job Responsibilities: The Trust &... Estate Attorney will be responsible... for working with clients to identify their unique needs and creating plans that address those needs. This includes designing wills, trusts, beneficiary designations, and other essential...
attorney. - Assist with Medicaid planning, asset protection strategies, and... long-term care arrangements. - Represent clients in probate proceedings. - Conduct legal research and draft tailored documents to meet client needs. - Stay current with developments in elder law and incorporate best practices into...
Draft basic and advanced estate planning documents, including wills,... powers of attorney, and trust instruments. - Prepare and file probate pleadings, notices, inventories, and accountings. - Assist with trust funding, asset collection, and property transfers. - Maintain case calendars and track critical deadlines. -...
high-net-worth individuals. - Provide estate planning services with a... focus on tax implications. - Manage multiple work assignments simultaneously. - Work under pressure while maintaining attention to detail. - Organize and maintain a structured work environment. Education and Experience Information:...
Title: Probate and Trusts Paralegal Job Responsibilities: The primary responsibilities of the Probate and Trusts Paralegal at the law firm include managing probate and trust administration files from the initial client contact through the completion of the process. This involves preparing...
include: - Handling a caseload with a working knowledge of family law, estate planning, guardianship, and probate. -... Demonstrating compassion, drive, and the ability to be a self-starter capable of multi-tasking. - Engaging in trial activities, as family law and trial experience ar...
support to attorneys in estate planning and the administration... working knowledge of the procedural rules governing estate and trust administrations. - File... pleadings in state court systems, adhering to specific court requirements. - Collaborate with various departments within a mid to large-s...
to supporting attorneys in estate planning and administration. The... key duties include: - Managing the day-to-day schedules of attorneys, which requires a proactive mindset and the ability to anticipate needs. - Creating, editing, and proofreading documents to ensure accuracy and compliance...
be responsible for supporting estate planning attorneys by drafting... legal documents and correspondence with precision and attention to detail. This role involves managing case files using document management systems like Clio to ensure all documents are organized and up-to-date. The...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will be a key member of the General Liability Practice Group at the law firm, focusing on defending against various general liability claims, including medical malpractice, premises liability, HOA, and assisted living/long-term care cases....
Title: Legal Secretary Job Responsibilities: - Serve as the first point of contact for existing clients and new clients, ensuring professional and courteous communication. - Manage and maintain legal documents using document management systems such as Smokeball, ensuring accuracy and confidentiality. - Assist attorneys...
Title: Front Desk Call Receptionist (Law Firm) – Independent Contractor Position Overview: The law firm is seeking a professional and reliable Front Desk Call Receptionist to act as the first point of contact. This role is essential for client experience and demands...
Job Title: Probate / Estate Planning Paralegal Job Responsibilities: The Probate... / Estate Planning Paralegal plays a... attorney with Guardianship or Estate Planning matters from inception... to conclusion. The paralegal is primarily responsible for ensuring that these matters progress efficiently, while also...