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 vendors. - Support recruitment, hiring, onboarding, training, and performance management. - Conduct KPI reviews, evaluations,... and accountability trac...
Title: Paralegal - Estates and Trusts Job Responsibilities: - 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. -...
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 documents...
Title: Legal Assistant - Trust & Estates Job Responsibilities: - Provide comprehensive administrative support to attorneys in estate planning and the administration of estates and trusts, maintaining a high standard of work quality. - Possess a working knowledge of the procedural rules governing...
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 candidate will review legal documents for accuracy and consistency, performing proofr...
crucial role in the management of probate and estate... planning matters. The primary responsibilities include: - Acting as a helpful and confident first point of contact for prospective and current clients, judges’ offices and judicial assistants, and other law firms. - Accurately...
Title: Estate Planning & Probate Paralegal Job Responsibilities: The Estate Planning & Probate Paralegal is responsible for supporting the legal team in the preparation and administration of wills, trusts, and estates. Key responsibilities include: - Assisting attorneys in drafting and reviewing...
Title: Probate Paralegal Job Responsibilities: The Probate Paralegal will play a crucial role in assisting attorneys with managing probate matters, ensuring the efficient administration of estates, trusts, and related legal processes. The key responsibilities include: - Drafting and filing probate petitions, notices, estate...
with document review, drafting legal documents, contracts, and pleadings with precision and attention to detail. - Manage case files through document management systems such as Caret... Legal, ensuring accurate filing and data entry. - Support litigation processes including discovery, deposition preparation, a...
of legal documents - Calendar management and scheduling of meetings -... Time entry and management - Client billing processes -... Submitting reimbursements - Providing strong customer service and communication - Maintaining a professional demeanor - Ability to prioritize tasks effectively Education and Experience Information: - Previous experience in...
Title: Associate Attorney Job Responsibilities: - Day-to-day handling of litigation cases. - Drafting and filing of litigation documents, including pleadings, discovery requests, discovery responses, demands, motions, and memoranda. - Guiding plaintiff clients through the case process. - Interacting with expert witnesses, including conducting conferences and...
Title: Sales Development Representative Job Responsibilities: - Update customer database regularly to ensure the sales team has the most up-to-date client information. - Qualify incoming leads to arrange appointments as quickly as possible, providing an excellent customer service experience. - Record monthly and quarterly...
Title: Estate Planning Attorney Job Responsibilities: - Lead clients through the entire estate planning process, from client intake to the execution of documents. - Draft and review estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives with precision and...
Join Trust Counsel PL as a Probate Paralegal in Coral Gables, FL H2: Experienced Paralegal with Trusts & Estates Background Needed **This is NOT an Entry-Level Position. You MUST have Prior Trusts & Estates Experience as a Paralegal....
Title: Mid-Level Private Wealth Services Associate - Holland... & Knight Law Firm of experience in Private Wealth Services practice. H1:... as a Mid-Level Private Wealth Services Associate at Holland... Experienced Associate in Private Wealth Services The Holland......
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate at the law firm will be involved in handling sophisticated private client matters, specifically focusing on trusts and estates. The primary responsibilities include: - Engaging...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate will be responsible for handling sophisticated private client matters involving trusts and estates. Key responsibilities include: - Engaging in high-net-worth trust and estate planning and...
planning and administration - Knowledge of relevant state and federal tax laws - Experience with domestic estate planning, including succession planning, lifetime giving, estate and income taxation issues, charitable giving - Estate planning for retirement assets and tax-efficient family wealth transfer strategies - Collabor...
estate and trust planning, family office structure and administration, wealth management, wealth transfer, philanthropic... giving, and business succession planning. This role requires a deep understanding of the tax code, trust and estates laws, securities regulations, and accounting procedures. The a...
Firm's Mission Our mission is to provide exceptional legal representation and personalized service to our clients, while fostering a supportive and inclusive work environment for our team. We strive to achieve excellence in all areas of our practice and...
Paralegal / Law Clerk Experience: Minimum 1 year experience in the field Salary: Competitive salary and benefits package Department: Legal Welcome to join our expert team at Law Firm, where we value our employees and provide them with opportunities...
Precaution(s): Remote interview process Personal protective equipment provided or required Temperature screenings Social distancing guidelines in place Virtual meetings H1: Paralegal / Legal Assistant - Guardianship, Probate & Commercial Litigation H2: Join Our Growing...
Trusts and Estates / Wealth Planning Attorney Job Responsibilities: - Engage... planning services for high-net-worth individuals and multinational families. - Collaborate with clients to create effective wealth management strategies. - Stay updated... on relevant legal trends and changes in estate planning laws and r...
Title Paralegal Job Responsibilities - Draft estate planning documents, including wills, trusts, powers of attorney, and health care directives. - Prepare and file probate pleadings while managing court deadlines effectively. - Coordinate with clients, financial advisors, and court clerks to...
Title: Trust and Estates Legal Assistant Job Responsibilities: The Trust and Estates Legal Assistant plays a crucial role in supporting the Trust and Estates practice group by enhancing attorney efficiency through effective management of information and assistance... in the delivery of legal...
Trusts, Estates, and Private Wealth Legal Assistant/Paralegal Job Responsibilities: - Organizing,... files in a document management system. - Scheduling meetings, managing... deadlines, and maintaining attorney calendars. - Handling administrative operations such as trust deposits, check requests, and expense reimbursements. - Remitting bills to clients for...
Trusts, Estates, and Private Wealth Legal Assistant/Paralegal Job Responsibilities: - Organizing,... files in a document management system - Scheduling meetings, managing... deadlines, and maintaining attorney calendars - Handling administrative operations such as trust deposits, check requests, and expense reimbursements - Remitting law firm bills to...
Type Full-time Description Position Summary: Law firm is seeking a full-time Paralegal to join our growing team. The ideal candidate will bring strong organizational skills, attention to detail, and a proactive, client-focused mindset to a dynamic legal environment. Responsibilities will vary depending on the...
involves several key responsibilities aimed at supporting clients and attorneys through complex legal processes. The primary duties include organizing files, tracking deadlines, and managing case progress to ensure efficient case management. The paralegal is responsible... for drafting various legal doc...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal will be responsible for managing all aspects of estate and trust administration within the law firm. Key responsibilities include: - Handling all phases of estate and trust administration, including...
Associate Attorney – Estate Planning, Business Law, Probate ## **Members Only** **Members Only** is seeking a disciplined and entrepreneurial Associate Attorney who desires to work in an encouraging, team-focused atmosphere. The successful candidate will also be personable and conscientious with...
Probate Attorney Job Responsibilities: - Client Management: Communicate with clients to... initiate engagements, ensure timely progress of matters, and align the firm's efforts with client needs. - Drafting Documents: Prepare legal documents related to estate planning. - Client Meetings: Meet with clients to execute...
Title: Attorney – Elder Law & Estate Planning (0–5 Years Experience) Job Responsibilities: - Engage in client meetings for initial consultations, document reviews, and case updates, ensuring client needs and expectations are met. - Review or draft essential legal documents such as wills,...
Firm Seeks Experienced Trust and Estate Senior Counsel or Member in Naples, FL **Members Only** is seeking an experienced Trust and Estate attorney at the Senior Counsel or Member level to join our Naples, FL office....
Title: Experienced Estate Planning Attorney Job Responsibilities: - Analyze sophisticated trust and estate planning matters to develop effective solutions for clients. - Coordinate with the Probate Department to assist with cross-over questions regarding Advanced Estate Planning-related legal issues. - Draft intricate estate and gift...
litigation matters as required. - Conduct thorough legal research and prepare well-written legal documents. - Represent clients in legal proceedings and provide legal counsel. - Collaborate with other attorneys and legal staff within the department to ensure effective case management. - Maintain up-to-date knowle...
Title: Partner Level Attorney Job Responsibilities: - Engage in legal practice within core areas including Bankruptcy, Commercial Litigation, Corporate M&A, Real Estate, Estate Planning and Wealth Preservation, Probate, Construction, Healthcare,... and Land Use/Zoning. - Provide expert legal advice and representation to clients in...
Title: In-House Sales Representative at Trust Counsel PL Experience: Minimum 2 years of sales experience in consultative selling with high-end or luxury services. Salary: $45,000 - $75,000 yearly Department: Sales H1: Now Hiring In-House Sales Representative...
Law Firm Seeking Wealth Strategies Attorney with 4+... attorney in Florida with a Juris Doctor degree from an ABA accredited law school - Strong technological skills and proficiency with practice management systems and portals -... Superior research skills and...
Title: Probate & Trust Administration Paralegal Job Responsibilities: - Manage Probate and Trust Administration matters from initial client engagement through final resolution, ensuring compliance with applicable statutes and court procedures. - Participate in client consultations alongside the attorney, assess client...
in the preparation and management of estate planning documents,... including wills, trusts, powers of attorney, and healthcare directives. - Conduct legal research related to estate and trust matters to support attorneys in case preparation and strategy development. - Manage and...
Title: Legal Assistant Job Responsibilities: The Legal Assistant position involves providing support to the Estate Planning department at the law firm. The primary responsibilities include: - Answering phones, which is a key task for this role. - Assisting with the Estate Planning department by...
Title: Experienced Trust and Estates Paralegal Job Responsibilities: 1. Estate Probate & Administration: - Prepare and file probate and administration applications with the New Jersey Surrogate’s Court. - Assist attorneys in communicating with executors/administrators regarding next steps and required information. - Aid...
# Wealth Strategies Associate Attorney at... associate to join their Wealth Strategies team in Sarasota,... Florida. The ideal candidate must have a minimum of two years of experience in estate planning, probate administration and trust administration, as well as a...
firm, is seeking a Wealth Strategies Attorney to join... their team in Sarasota, Florida. This position offers an exciting and dynamic work environment, with opportunities for career growth and a competitive salary and benefits package. The ideal candidate will have...
We are seeking a Wealth Strategies Attorney to join... our team at Shumaker, where we value both legal excellence and an enjoyable workplace. This position, located in Sarasota, Florida, offers an exciting opportunity to engage in sophisticated and challenging estate...
Probate Attorney Job Responsibilities: - Client Management: Engage with clients to... initiate and manage legal matters, ensuring that progress is timely and aligned with the clients’ needs. - Drafting Documents: Prepare legal documents pertinent to estate planning, including wills and trusts. - Client Meetings:...
Title: Paralegal Job Responsibilities: The paralegal in this role will be integral to the legal team, tasked with a variety of responsibilities that support the overall function and success of the department. Key responsibilities include: - Drafting legal documents such as affidavits, subpoenas,...
on the administration and management of trusts and estates.... Key duties include the preparation of probate pleadings, which are essential legal documents filed with the court to initiate the probate process. The role also requires the preparation of federal estate...
Title: Estate Planning Legal Assistant Job Responsibilities: - Gather information about legal issues from clients through interviews. - Organize case filing systems to ensure all documents are properly sorted and easily accessible, along with performing other administrative duties as needed. - Assist lawyers in...