Planning Paralegal Job Title Estate Planning Paralegal Job Responsibilities - Collaborate with attorneys and clients to prepare comprehensive estate plans, including wills, trusts, and powers of attorney. - Gather, review, and organize documents related to real estate, personal property, financial accounts, and other important asset-related...
estates, establishing and monitoring conservatorships and trusts, filing petitions along with accompanying documents with the Probate Court, and locating assets... and debts. The role involves gathering and reviewing documents necessary for settling the estate and assisting in the preparation...
person, on the phone, via email, and video conferencing. - Draft, edit, and review probate and administration-related documents. - Assist... clients with retitling assets. - Assemble and organize financial records for estate tax returns and audits. - Prepare, edit, and review estate tax ret...
Job Title: Probate Paralegal Job Responsibilities: The Probate Paralegal... filing petitions and accompanying documents with the Probate Court, locating assets and... debts, and working closely with family members of decedents and beneficiaries. Specific responsibilities include: - Facilitating all aspects of trust and estate...
trust and estate administration. Key duties include: - Administering decedents’ estates, conservatorships, and trusts. - Filing petitions and related documents with Probate Court. - Locating and documenting... assets and debts of the estate. - Facilitating all aspects of trust and estate administration, including mai...
powers of attorney, and related agreements. - Support attorneys with estate and trust administration, including probate filings, asset collection, and... beneficiary distributions. - Draft and file court submissions such as petitions, inventories, and accountings. - Assist with trust funding, asset transfers, and coordi...
Title: Trusts and Estates Administrative Paralegal Job Responsibilities: The trusts and estates administrative paralegal is tasked with managing and efficiently producing a high volume of complex and detailed work related to domestic estate administration, trust administration, and fiduciary accounting. The paralegal must...
/ Mid-level Trusts & Estates Associate The candidate will work alongside partners and senior associates in advising high net worth individuals and their advisors on primarily complex domestic estate and tax planning, trust structuring, and estate and trust administration, including...
and Estates Associate (Mid / Senior-Level) The candidate should have strong academic credentials (JD required; LLM is a plus). Should have 5 years of experience practicing in a law firm's Trusts & Estates/ Private Client group. Connecticut Bar membership preferred....
– Estate Planning Job Title Paralegal – Estate Planning Job Responsibilities The Paralegal – Estate Planning is an integral part of the Private Client Services department, with a focus on drafting estate planning documents, assisting in the implementation of clients' estate plans, and preparing...
Title: Private Client & Tax Associate Job Responsibilities: - Draft sophisticated estate planning documents and multi-generational trusts. - Prepare advice for high-net-worth individuals, families, and fiduciaries on estate planning, tax-efficient wealth transfers, and business succession planning. - Educate clients on the implications of high-end...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Estate Administration Paralegal The candidate's duties include: Preparation of probate documents, death, gift and... income tax returns for large estates; Prepare income...
and commercial law, litigation, labor and employment, personal injury, real estate, probate and estate planning, tax,... and family law. Our attorneys are admitted to practice in Connecticut and Massachusetts, as well as the federal courts in both states. Law...