Title: Trust Administration Paralegal Job Responsibilities: The Trust Administration Paralegal is responsible for managing daily activities related to Trust Administration, providing essential support to attorneys, and engaging with clients. The role involves a hybrid work model, requiring the paralegal to work two...
Title: Trust Administration Paralegal Job Responsibilities: The Trust Administration Paralegal is responsible for a wide range of duties that support the administration of trusts and estates. This role involves both client-related and administrative responsibilities, requiring the paralegal to work collaboratively with attorneys,...
Title: Paralegal - Estate Planning Job Responsibilities: - Draft estate planning documents including wills, trusts, powers of attorney, advance healthcare directives, and related amendments. - Collect and organize financial, personal, and asset information from clients. - Manage and maintain client files, both in digital...
Assistant Job Title: Legal Assistant Job Responsibilities: - Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives. - Assist with mailing/filing income tax returns, gift tax returns, and estate tax returns. - Maintain and create corporate records. - Organize and maintain electronic...
Title Legal Assistant - Corporate and Estate Planning Job Responsibilities - Provide administrative and legal support to attorneys handling corporate and transactional matters - Assist with entity formation, governance documents, and regulatory filings - Assist with estate planning documents and...
Title: Paralegal - Estate Planning & Trusts Job Responsibilities: The Paralegal in the Estate Planning & Trusts department at the law firm plays a crucial role in supporting the legal team. The primary responsibilities include: - Acting as the primary Estate Planning Paralegal...
Title: Estate Planning/Probate Paralegal Job Responsibilities: As an Estate Planning/Probate Paralegal at the law firm, you will play a vital role in managing probate and estate planning matters efficiently. Your primary responsibilities include: - Serving as the first point of contact for prospective...
Title: Legal Assistant Job Responsibilities: - Provide support in the areas of Real Estate, Corporate, Estate Planning, and/or Probate. - Provide administrative support and enhance office effectiveness. - Monitor deadlines and manage calendars efficiently. - Handle communication with clients, law office staff, and other law...
Title: Estate Planning & Probate Paralegal (On-site) Job Responsibilities: Estate Planning & Probate Document Support - Draft, proofread, and finalize estate planning documents including wills, trusts, powers of attorney, advance directives, and deeds. - Draft and assist with probate pleadings and filings, including fiduciary...
probate matters. - Communicating effectively with clients to address their needs and concerns. - Assisting attorneys with case management and preparing legal documentation. -... Providing administrative support to ensure efficient operation of the law firm. - Managing and organizing files, documents, and records...
client files and document management systems - Answer phone calls,... screen inquiries, and communicate professionally with clients - Draft basic legal documents under attorney supervision - Schedule appointments and manage the Managing Attorney's calendar - Prepare correspondence and maintain communication with clients, courts, and...
primary responsibilities for this role include: - Drafting Wills and Trusts or working on Estate Administration. - Providing essential support to the legal team by assisting with document management and preparation. - Performing various... administrative tasks to support the legal team. - Conducting si...
Responsibilities: - Assist with document management and preparation, ensuring accuracy... and completeness of legal documents. - Perform various administrative tasks to support the legal team. - Engage in significant client contact both over the phone and in-person, requiring excellent communication skills and a...
Title: Trusts and Estates Administrative Paralegal Job Responsibilities: - The trusts and estates administrative paralegal is responsible for managing and producing a high volume of complex, detailed work related to domestic estate administration, trust administration, and fiduciary accounting. - The paralegal must handle...
Job Title: Private Wealth Paralegal Job Responsibilities: The Private Wealth... Paralegal is tasked with... in the administration and management of trusts and estates... in probate. This role involves a variety of responsibilities, including but not limited to: - Overseeing all aspects of trusts...
Title: Estate Planning Attorney Job Responsibilities: - Meet with prospective clients for consultations to gather necessary information for planning recommendations. - Engage with current and former clients to review and update estate plans. - Quote fees and manage the client engagement process for estate...
attorneys, and others as assigned. This role entails providing administrative and litigation support to attorneys handling probate litigation, trust and estate disputes, and general litigation. The main responsibilities include: - Case Management: Perform general management of... civil litigation and probate l...
loved one. - Ensure the management of estates aligns with... the wishes of the estate owner. - Provide expert legal advice on estate planning and probate issues. - Utilize strong analytical, negotiation, and organizing skills to manage complex cases. - Work full-time to m...
Planning Attorney Job Responsibilities: - Draft, review, and finalize estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives. - Advise clients on tax implications, strategies for asset protection, and other legal considerations related to estate planning. - Assist clients with...
Title: Entry-Level Associate Attorney Job Responsibilities: - Draft petitions, pleadings, letters, and simple orders - Manage a small caseload with attorney supervision - Appear for routine hearings and status conferences with support - Communicate effectively with clients, courts, and opposing counsel - Track deadlines, e-file, and...
tasks essential to the management and execution of estate... planning matters and drafting comprehensive estate plans in Wealth Counsel, including Charitable Remainder... Trusts (CRTs). - Analyzing, advising on, and revising a wide array of documents related to estate planning, business formati...
Title: Estate Planning & Probate Attorney Job Responsibilities: - Develop and execute customized estate plans tailored to client needs. - Provide legal counsel and guidance on estate planning, probate, and trust administration matters. - Prepare for and lead client meetings, including signing and review...
Title: Associate Attorney - Estate Planning and Business Transactions Job Responsibilities: - Draft and review comprehensive estate planning documents, including wills, trusts, powers of attorney, advance medical directives, and other related documents, ensuring meticulous compliance with all applicable laws and regulations. - Advise...
Title: Associate Attorney - Estate Planning and Business Transactions Job Responsibilities: The Associate Attorney at the law firm will be responsible for a variety of duties within the estate planning and business transactional practice. Key responsibilities include: - Drafting and reviewing comprehensive estate...
understanding of estate law and related legal practices. Key responsibilities include, but are not limited to: - Conducting thorough legal research and drafting legal documents with precision and accuracy. - Handling estate planning tasks, including the preparation and management of wills,...
prenuptial and postnuptial agreements, visitation rights, child custody, grandparents’ rights, protection orders, spousal support, and modifications. - Case Management: Take ownership of legal... cases from the discovery phase through to trial, ensuring thorough preparation and representation. - Client Meetings: Conduct client meet...
Title: Legal Secretary Estate Planning Job Responsibilities: - Draft estate planning documents including wills, trusts, powers of attorney, advance healthcare directives, and related amendments. - Collect and organize financial, personal, and asset information from clients. - Manage and maintain client files, both digital and...
Title: Administrative - Legal Assistant Job Responsibilities: The Administrative/Legal Assistant is tasked with providing high-level administrative, legal, and client-facing support directly to the Managing Attorney at the law firm. This role involves acting as a trusted gatekeeper, coordinator, and operations partner, ensuring...
Davie PLC is seeking an experienced Trusts & Estates Paralegal to become a key member of our collegial, high?performing estate planning and trust administration team in Brentwood, Tennessee. This is a long?term role for someone who enjoys real responsibility, owns...
Job Title: Wealth Management Technology Business Analyst Job... Responsibilities: The Wealth Management Technology Business Analyst... law firm's client relationship management (CRM) system and supporting... various technology platforms. Key responsibilities include: CRM Support & Administration: - Providing first-line CRM support and resolving 80%-90% of incoming...
Title: Estate & Business Planning Paralegal & Client Care Program Coordinator Job Responsibilities: The role of Estate & Business Planning Paralegal & Client Care Program Coordinator at the law firm involves a combination of traditional paralegal tasks in estate planning and business...
Title: Estates and Trust Paralegal Job Responsibilities: Trust and Estate Administration Support - Assist attorneys with post-death trust and estate administration matters from opening through closing. - Prepare and organize probate and non-probate administration files. - Draft routine correspondence to beneficiaries, fiduciaries, and financial institutions. -...
Title: Probate Paralegal Job Responsibilities: The Probate Paralegal will collaborate with multiple attorneys and staff to manage all phases of probate, guardianship, and trust administration from start to finish. The role requires handling complex legal matters with the following key responsibilities: - Prepare...
TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Boca Raton OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...
of wills, trusts, and estates. The key responsibilities include: - Engaging in complex estate planning, including the development and implementation of strategies for asset protection and wealth management. - Administering trusts and... estates, ensuring compliance with relevant laws and client intentions. - Collaborat...
Title Legal Assistant Bilingual Preferred Job Responsibilities The Legal Assistant will play a vital role in supporting the legal team by providing comprehensive administrative and legal support across a variety of practice areas. Key duties include: - Assisting attorneys with...
Title: Probate Paralegal Job Responsibilities: - Prepare, draft, and file probate pleadings, petitions, and supporting documents. - E-file documents through the Florida e-Filing Portal. - Manage probate case files from opening through closing. - Calendar deadlines and ensure compliance with court requirements. - Communicate professionally with...
Title: Estate Planning Paralegal Job Responsibilities: - Drafting estate planning documents and ensuring accuracy and compliance with legal standards. - Engaging in daily interaction with clients via telephone and email to address inquiries and provide updates. - Coordinating closely with attorneys, including managing attorney...
case files using document management systems such as iManage,... LexisNexis, Westlaw, and PCLaw. - Conduct comprehensive legal research across multiple practice areas including estate planning, environmental law, immigration law, family law, securities law, workers' compensation law, personal injury law, tribal law...
Title: Paralegal / Legal Assistant / Legal Secretary Job Responsibilities: The Legal Assistant is required to provide comprehensive legal administrative and clerical support to attorneys across various areas of practice, including family law, litigation, real estate, business/transactional law, and estate planning. The...
cases, ensuring efficient case management. - Draft and proofread a... variety of legal documents and correspondence, including court pleadings, estate planning documents, real estate documents, and business documents, to ensure they meet legal standards for accuracy and completeness. - Communicate effectively with...
attorneys by providing high-level administrative, research, and case management support. Your responsibilities will... include: - Assisting attorneys with case preparation, including drafting legal documents and correspondence. - Conducting thorough legal research using tools such as LexisNexis and Westlaw to support ongoing cas...
client intakes, scheduling appointments, responding to website inquiries, and assisting with calendar management including deadlines and due... dates. - Collaborate with the attorney, staff, and clients to prepare and finalize Estate Planning documents. - Manage Probate/Trust Administration Files and follow up wit...
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...
Title: Legal Assistant - Private Clients and Fiduciary Services Job Responsibilities: The Legal Assistant will be responsible for supporting attorneys in the Private Clients and Fiduciary Services Group. Key responsibilities include: - Typing, revising, and proofreading legal documents and correspondence. - Timekeeping and processing...
Title: Legal Assistant - Private Clients and Fiduciary Services Job Responsibilities: The role of Legal Assistant is a full-time, hourly position dedicated to supporting attorneys within the Private Clients and Fiduciary Services Group at the law firm. The responsibilities associated with this...
Title: Paralegal Job Responsibilities: The Paralegal at the law firm is expected to undertake a variety of responsibilities in support of the firm's legal operations. Key duties include: - Supporting attorneys in various legal tasks and managing documentation. - Drafting pleadings for court and...
Title: Paralegal Job Responsibilities: The Paralegal role at the law firm involves supporting attorneys in a variety of legal tasks. The responsibilities include managing documentation, drafting pleadings for court, and calendaring deadlines. The paralegal is expected to communicate efficiently with clients and...
and clients in the management of trust and estate... matters. The paralegal will engage in various tasks to ensure efficient administration and compliance with legal standards. Key responsibilities include: - Meeting with attorneys, clients, and other professionals to discuss assigned cases...
Legal Assistant Job Responsibilities: - Document Management: Review, organize, and save... scanned documents, including Medicaid-related notices and client files. - Case Initiation: Prepare project binders and initial spreadsheets for new cases, ensuring all information is accurate and well-organized. - Client Engagement: Assist in client...