all phases of trust and estate administration. - Review and interpret trust instruments, wills, and related estate planning documents. - Prepare required notices, inventories, accountings, and distribution schedules. - Coordinate asset marshaling, valuation, and transfer of real property, financial... accounts, and business interests....
Flexible Spending Accounts (FSA) • Paid Time Off • Generous Paid Holidays • Additional Voluntary Benefits • Casual Dress • Fun Work Environment • Free Parking Responsibilities: • Draft and review estate planning documents, including wills, trusts, powers...
executors through all phases of trust and estate administration. - Review and interpret trust instruments, wills, and related estate planning documents. - Prepare required notices, inventories, accountings, and distribution schedules. - Coordinate asset marshaling, valuation, and transfer of real property, financial... accounts, an...
estate planning and family wealth planning practice group within... estate planning documents such as wills, trusts, power of attorney forms, asset transfer instructions, and probate pleadings. -... Assisting with court filings, file organization, and client communications to ensure smooth operations with...
Provide sophisticated estate planning, wealth transfer and tax advice... to high-net worth individuals and families. Develop and maintain strong relationships with current clients and cultivate new client relationships. Serve as a business advisor to clients, guiding them through...
Job Title: Private Wealth Planning Associate Job Responsibilities: The Private... Wealth Planning Associate will be... part of the Private Wealth Planning Group at a... firm, engaging in high-net-worth wealth planning. The primary responsibilities... include: - Managing large projects efficiently and effectively. - Interfacing with...
H1: Private Wealth Planning Paralegal at **Members Only**... LLP H2: Join Our Team as a Paralegal with Strong Estate and Gift Tax Return Preparation Skills Law Firm Seeking Experienced Paralegal with Strong Estate and Gift Tax Return Preparation Skills...
Title: Trusts & Estates Legal Coordinator Job Responsibilities: - Engage in extensive client communication and coordinate meetings related to estate plan documents. - Prepare execution packages and manage the processes following document signings. - Act as a witness to estate planning signings and notarize...
Title: Estate and Trust, Probate and Guardianship Paralegal Job Responsibilities: The Estate and Trust, Probate and Guardianship Paralegal is tasked with providing paralegal support to attorneys, specifically in the areas of estate and trust planning and administration, probate, and guardianship....
Title: Trust and Estate Attorney Job Responsibilities: The Trust and Estate Attorney will be responsible for providing legal services in the areas of trust, estate, and tax planning and administration. The attorney will need to have a thorough understanding of estate,...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) position is part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM) business unit. This role involves a comprehensive range of estate administration tasks, which include assisting the law firm's attorneys...
Title: Legal Administrative Assistant Job Responsibilities: - Assist in compiling necessary data and information from clients related to real and personal property for trust and estate planning documents. - Prepare initial drafts and make necessary edits to probate documents as directed. - Assist in...
Tax Controversy Associate Job Title: Mid-Level Tax Controversy Associate Job Responsibilities: The Mid-Level Tax Controversy Associate at the law firm will be part of the Tax Controversy practice. The primary responsibilities include resolving tax controversies with . tax authorities, which may arise at...