Client Engagement and Case Management: - Serve as the... primary point of contact for clients, handling phone calls, emails, and scheduling appointments. - Learn the basics of estate planning and administration to effectively communicate with clients. - Conduct preliminary assessments...
Paralegal - Estates, Wills, Trusts, and Medicaid Blue Bell, PA · In Office **Members Only**, a boutique estate planning and elder law firm in Pennsylvania and New Jersey, is seeking a Full-Time Paralegal with experience in Estates, Guardianship, Medicaid, and...
Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...
case files using document management systems such as Lackner... and Clio, ensuring accuracy and confidentiality at all times. - Draft, review, proofread, and edit legal documents including probate court filings and pleadings, correspondence, and reports with precision and clarity. - Conduct comprehensive...
high-volume probate practice. The key duties include: - Managing and maintaining legal case files using document management systems such as Lackner... and Clio, ensuring accuracy and confidentiality at all times. - Drafting, reviewing, proofreading, and editing legal documents including proba...
Title: Trust & Estates Paralegal at **Members Only** Experience: - Minimum of 5 years of experience in PA and NJ estate administration - Experience with Lackner is helpful - Substantial PA estate administration experience required, NJ and NY experience is...
Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal provides essential legal support for multiple attorneys within the Trusts and Estates Practice Group at a law firm. This hybrid role requires in-office attendance three days per week...
Title: Tax Manager, Business Incentives Group (FDII) Job Responsibilities: The Tax Manager in the Business Incentives Group (BIG) within the law firm's Specialized Tax Services (STS) is tasked with assisting clients in identifying, documenting, and supporting tax positions related to specific areas...
Title: Estate Planning and Probate Attorney Job Responsibilities: - Represent clients in legal proceedings in both New Jersey and Pennsylvania, specifically in the Chancery Division and Law Division in New Jersey, and the Register of Wills and Orphan's Court in Pennsylvania. - Draft...
Title: Legal Assistant – Estate Planning Job Responsibilities: The Legal Assistant will play a crucial role in supporting attorneys at the law firm, specifically in the estate planning department. The responsibilities include: - Assisting attorneys during client consultations, review meetings, and signing appointments...
Title: Paralegal/Legal Secretary Job Responsibilities: - The candidate will be responsible for handling cases from start to finish, demonstrating the ability to work independently. - The role involves drafting pleadings and correspondence, which requires strong written communication skills. - The candidate will be expected...
healthcare directives. - Conduct thorough legal research across areas including estate planning, UCC law, tribal law & regulations, and other relevant legal fields to support case development. - Manage and organize client files using document management systems like iManage and... PCLaw, ensuring...