oversee probate cases across multiple California counties. - Streamline workflows, improve case management systems, and optimize team... efficiency. - Collaborate with other practice leads to deliver seamless, full-service client solutions. - Handle probate proceedings, estate administration, and related matters with professionalism and care....
Title Legal Assistant Job Responsibilities Trust Administration - Prepare statutory notices, trust accountings, asset inventories, and transfer documentation. - Coordinate asset appraisals, retitling, and valuations. - Communicate with trustees, beneficiaries, financial advisors, and accountants to ensure smooth administration. - Track...
Title: Associate Attorney, Tax & Estate Planning Job Responsibilities: - Work on advanced estate and income tax planning matters - Highly customized drafting of foundational and advanced estate planning documents - Meet with and advise clients on the proper design...
you a Paralegal interested in working for a Trust, Estates, and Special Needs law firm, and who is eager to advance in a law firm? Are you detail-oriented, organized, collaborative, and enthusiastic about learning? If so, you could be the...
Title: Trust & Estates Paralegal Job Responsibilities: - Handle Trust Administration-Decedent's Estate cases from beginning to end, ensuring all legal procedures are followed meticulously. - Manage Conservatorship cases or Probate cases from initiation to completion, providing comprehensive legal support and guidance. - Engage in...
Title: Senior Trusts, Estates & Probate Attorney Job Responsibilities: - Draft, review, and edit legal documents including Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions. - Manage Trust Administration, Probate, and Conservatorship cases from initiation to conclusion. - Design and consult with clients on...
Title: Trusts, Estates & Probate Attorney Job Responsibilities: - Draft, review, and edit legal documents including Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions. - Oversee Trust Administration, Probate, and Conservatorship matters from start to finish. - Consult with clients and design Revocable Living...
Title: Estate Probate Trust Attorney Job Responsibilities: - Attend court proceedings as needed to represent clients in estate planning, probate, and trust litigation matters. - Help solve legal problems for clients by analyzing the situation, understanding their needs, and creating a strategic plan...
Title: Probate & Trust Administration Paralegal Job Responsibilities: - Independently manage and organize legal files with minimal supervision - Draft correspondence, petitions, supplements, accountings, and related legal documents - Review probate notes and file appropriate documents with the court - Record legal documents with the...
Title: Conservatorship/Probate and Estate Planning Paralegal Job Responsibilities: The Conservatorship/Probate and Estate Planning Paralegal will work both in-office and remotely, with the potential to transition into a full-time role. The primary responsibilities include: - Direct collaboration with the attorney, requiring a minimum of...
Planning Attorney Job Title Estate Planning Attorney Job Responsibilities - Conduct initial consultations with clients to understand their estate planning needs. - Identify and recommend appropriate strategies to meet clients' objectives, including advising on the suitable type of trusts. - Draft estate planning documents, such as...