estate administration tasks, including probate, trust administration, and asset... distribution. - Provide expert legal advice to clients regarding the probate process, estate planning, trust... tax. - Draft and file probate petitions, trust documents, and... matters. - Represent clients in probate court hearings, including...
administration matters from inception through completion - Managing probate proceedings and Surrogate’s Court... filings - Working directly with partners and clients on substantive legal and strategic issues Education and Experience Information - Admitted to practice in New York -...
firm is seeking a dedicated and detail-oriented full-time paralegal to join our Trusts & Estates department. The role involves preparing, reviewing, and interpreting estate planning documents such as Wills and Trusts to effectively determine the course of action required to...
Title: Estate Planning Attorney Job Responsibilities: - Serve as a Counselor: Engage with current and prospective clients to discuss significant life challenges and legal needs. - Educate Clients: Simplify and explain complex legal concepts in a manner that is easy for clients to...
trusts, powers of attorney, health care proxies, and related documents. - Guide clients and fiduciaries through the full lifecycle of estate and trust administration, including probate matters, fiduciary accounting, and... asset marshaling and distribution. - Conduct research and prepare memoranda addressing esta...
Title Trusts & Estates Attorney (4-6 yrs) Job Responsibilities The Trusts & Estates Attorney will be responsible for providing legal advice to both corporate and individual clients in matters related to succession planning, tax planning, estate planning, estate and trust administration,...
Title: Trusts & Estates Attorney (4-6 yrs) Job Responsibilities: The Trusts & Estates Attorney will be responsible for providing legal advice and services to both corporate and individual clients in the areas of succession planning, tax planning, estate planning, estate and trust...
Title: Domestic Estate Planning Associate Job Responsibilities: The Domestic Estate Planning Associate will join the Private Client and Tax team at the law firm. The primary responsibilities of this role include: - Handling a comprehensive range of private client practices, trust, and estate...
Title Paralegal - Trusts and Estates Job Responsibilities The Paralegal in the Trusts and Estates department at the law firm is responsible for a variety of tasks related to the preparation and management of legal documents and processes. Key responsibilities include: - Preparing legal...
Title: Estates Legal Assistant Job Responsibilities: - Assist in preparing and filing New York (NY) and New Jersey (NJ) Estate documents in surrogate’s courts. - Draft various legal documents including Petitions/Applications for Appointment, Letters of Administration, Adequacy Orders, Wrongful Death Compromises, Family settlement...
Title: Legal Assistant/Paralegal Job Responsibilities: - Answer incoming calls and route messages appropriately - Schedule client appointments, document signings, and real estate closings - Draft letters, forms, and legal documents under attorney supervision - Organize and maintain digital and physical case files - Greet clients and...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will engage in a variety of tasks to support the legal needs of clients in the area of wills and estates. Responsibilities include: - Meeting and consulting with clients to understand their needs and provide...
Title: Legal Assistant/Paralegal Job Responsibilities: - Answer incoming calls and route messages appropriately - Schedule client appointments, document signings, and real estate closings - Draft letters, forms, and legal documents under attorney supervision - Organize and maintain digital and physical case files - Greet clients and...
Title: Contract Paralegal Job Responsibilities: - Draft, cite-check, and format legal documents including pleadings, discovery demands/responses, subpoenas, motions, and correspondence. - Manage calendars, court deadlines, and electronic filings via NYSCEF and CT e-filing systems; coordinate service and filings. - Organize discovery by collecting, scanning,...
estate administration matters for both taxable and non-taxable estates. Key responsibilities include: - Interacting with a wide variety of clients through various communication channels such as in person, phone, email, and video conferencing. - Drafting, editing, and reviewing probate and administration-related do...
attorneys in estate administration matters, including both taxable and non-taxable estates. Key responsibilities include: - Interacting with a wide variety of clients in person, on the phone, via email, and video conferencing - Drafting, editing, and reviewing probate and administration-related documents - A......
Key responsibilities include: - Interacting with a wide variety of clients in person, on the phone, via email, and video conferencing. - Drafting, editing, and reviewing probate and administration-related documents. - Assisting... clients with retitling assets. - Assembling and organizing financial records for e...
Title: Paralegal - Trusts and Estates Job Responsibilities: A Paralegal in the Trusts and Estates Department at the law firm is responsible for a range of duties that support the administration of both taxable and non-taxable estates. The primary responsibilities of this...
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...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm will be responsible for a variety of tasks related to estate administration for both taxable and non-taxable estates. Key responsibilities include: - Interacting...
matters for both taxable and non-taxable estates. The responsibilities of this role include: • Interacting with a wide variety of clients in person, on the phone, via email, and through video conferencing. • Drafting, editing, and reviewing probate and administration-related documents. • Assist......
to support attorneys in probate and trust administration cases. -... Review and edit documents, including wills, trusts, and powers of attorney, under attorney supervision. - Manage and organize client files and maintain the confidentiality of sensitive information. - Communicate with clients, beneficiaries, and...
Title: Attorney - Estate Planning and Elder Law Job Responsibilities: As an Estate Planning and Elder Law Attorney at the law firm, you will be entrusted with managing client matters from inception to completion. This includes conducting consultations, design meetings, strategy...
Title: Paralegal, Private Wealth Job Responsibilities: The Paralegal, Private Wealth is tasked with supporting the Private Wealth lawyers in various administrative and legal functions related to client estates, estate planning, and trust accounting. The essential duties and responsibilities include: - Administering estates by...
Title: Trust & Estate Attorney Job Responsibilities: The Trust & Estate Attorney will be responsible for working with clients to identify and meet their unique needs through customized estate planning. This includes designing wills, trusts, beneficiary designations, and other essential documents to...
Title: Trust & Estate Attorney (Several Openings) Job Responsibilities: - Work with clients to identify their unique needs and create plans that meet those needs. - Design wills, trusts, beneficiary designations, and other documents needed to transfer and protect assets....
Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal at the law firm will be responsible for managing multiple estate planning and estate administration files from inception to completion. This role requires the candidate to utilize the firm's proven systems, checklists,...
Title: Legal Assistant Job Responsibilities: - Handle telephone calls and scheduling for the estate planning and elder law practice. - Answer questions from clients and assist them with their everyday needs in a productive and timely manner. - Adapt, work independently, and support families...
Title: Estate Administration Paralegal Job Responsibilities: - Provide exceptional support to attorneys and clients in the trust and estates practice area. - Prepare New Jersey inheritance tax returns and federal estate and gift tax returns. - Manage trust accountings and oversee estate administration tasks. -...
Title: Legal Trust & Estates Administrative Assistant Job Responsibilities: The Legal Trust & Estates Administrative Assistant at the law firm is responsible for a variety of administrative tasks that support attorneys and paralegals. Key responsibilities include: - Creating, revising, and formatting legal documents,...
around estate planning and probate processes. Key duties include: -... Drafting and preparing estate planning documents such as trusts, wills, and powers of attorney, ensuring they meet legal standards and are accurate. - Coordinating and scheduling client meetings, ensuring a professional and...
Responsibilities: - Represent clients in probate, administration, trusts, fiduciary, and... preparation of estate tax returns. - Provide litigation support and manage fiduciary accountings. - Collaborate closely with clients, attorneys, and accountants. - Apply strong knowledge of Surrogate’s Court rules and procedures, including probate, admi...
Handle all aspects of probate and estate administration, including... the preparation and filing of petitions, inventories, fiduciary accountings, notices, waivers, and related documents for the Surrogate’s Court. - Coordinate and communicate effectively with executors, trustees, beneficiaries, accountants, financial advisors, and other...
Title: Estate Administration Partner- Senior Attorney Job Responsibilities: - Lead and manage the Estate Administration department, including overseeing the team and developing strategic initiatives. - Handle a caseload of complex and high-net-worth estate matters, ensuring all legal and procedural requirements are met efficiently...
clients on estate and probate matters, ensuring comprehensive understanding... and management of their legal needs. - Draft wills and trusts, ensuring all documents are legally sound and cater to the client's specific requirements and wishes. - Handle surrogate’s court proceedings with due...
focused on estate and probate matters. This includes drafting... wills and trusts, advising clients on estate planning, and handling surrogate’s court proceedings. The attorney will work collaboratively within a multi-disciplinary firm environment and will be expected to grow their practice...
in the area of trusts and estates. Key responsibilities include: - Advising clients on estate and probate matters. - Drafting wills... and trusts. - Handling surrogate’s court proceedings. - Engaging in Medicaid planning (preferred). - Demonstrating strong drafting, litigation, negotiatio...
Title: Paralegal - Estates/Trusts Job Responsibilities: The primary responsibilities for the Paralegal in the Estates/Trusts role include the preparation of Surrogate's Court petitions and related documents necessary for the Probate or Administration of an... Estate. The role requires significant client...
Title: Legal Assistant - Paralegal Job Responsibilities: The Legal Assistant - Paralegal role at the law firm involves a variety of responsibilities primarily centered around secretarial/administrative tasks, estate planning, estate administration, and Medicaid applications. The position requires the individual to undertake the...
Title: Legal Assistant - Paralegal Job Responsibilities: SECRETARIAL/ADMINISTRATIVE: - Ordering office supplies - Scanning and properly titling documents - Printing stamps and labels for mailings - Calendaring Fair Hearing/Court Notices ESTATE PLANNING: - Drafting Power of Attorneys, Health Care Proxies, Trusts, Pour-over Wills, Certification of Trusts, and related...
on estate planning strategies and tax implications. - Assisting with the administration of estates and trusts, including probate proceedings. - Representing clients in... trust and estate litigation matters. - Conducting legal research and staying current with changes in trust and estate law. -...
Title: Legal Administrative Assistant Job Responsibilities: - Handle office correspondence and administrative tasks, which include responding to emails and phone calls, communicating with opposing attorney offices, taking dictation, and notifying the team about upcoming deadlines. - Be prepared to undertake any other necessary...
Title: Lateral Partner/Sr. Attorney, Taxation & Estates Job Responsibilities: - Expand the Taxation & Estates practice at the law firm. - Engage in complex trust and estate planning and administration, including fiduciary tax and accounting. - Prepare gift and estate tax returns and handle...
Title: Associate Attorney (Remote) Job Responsibilities: - Provide legal counsel and representation to clients in the areas of estate planning, real estate, and business law. - Handle legal matters related to estate planning, including drafting wills, trusts, and powers of attorney. - Oversee residential...
Title: Paralegal or Legal Administrative Assistant (Trusts and Estate) Job Responsibilities: The Paralegal or Legal Administrative Assistant will provide essential administrative support to the lawyers of the law firm. Key responsibilities include: - Assisting with tasks related to Trusts and Estates, drawing on...
Title: Paralegal or Legal Administrative Assistant (Trusts and Estate) Job Responsibilities: - Provide administrative support to the lawyers of the law firm, specifically in the area of Trusts and Estates/Elder Law. - Handle a variety of tasks that require the ability to work...
Title: Receptionist Job Responsibilities: - Greet clients and visitors with a professional and courteous demeanor. - Answer, screen, and direct incoming phone calls using a multi-line phone system. - Manage the firm's calendar for meetings, appointments, and conference room bookings. - Receive and distribute mail,...