estate planning matters. - Advise high-net-worth individuals, closely held businesses, and multi-generational families on complex estate planning and wealth transfer strategies. - Provide expertise... in gift, estate, and related income tax planning. - Manage estate and trust administration processes. - Engage in charitable pla...
Title: Estate Administration and Probate Paralegal Job Responsibilities: The responsibilities of the Estate Administration and Probate Paralegal at the law firm encompass a variety of tasks central to managing probate and trust processes efficiently and accurately. The primary duties include:...
and other real estate transfer deeds. - Prepare binders for... client signings and maintain electronic files of scanned documents and drafts. - Communicate with clients to schedule signing appointments and check the status of draft document reviews. - Edit draft documents based on...
revocable living trusts, property agreements, irrevocable trusts, charitable trusts, insurance trusts, private foundations, family limited partnerships, and limited liability companies. - Draft durable powers of attorney for financial and healthcare matters. - Advise clients on techniques for achieving wealth transfers between generation...
of estate planning and administration. This includes: - Advising clients on wealth transfer strategies and drafting... essential estate planning documents such as wills, trusts, and powers of attorney. - Offering guidance to charitable organizations and handling trust and probate administration, as...
Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal is an integral member of the Estate Planning team at the law firm, responsible for a variety of tasks that require a high level of organization, initiative, and client service. The primary...
Your Career in Private Wealth Planning Are you an... experienced attorney with a passion for estate planning, probate, and trust administration? Look no further than **Members Only**, one of the nation's top law firms in this specialized field. We are currently...
Title: Paralegal - Private Client Job Responsibilities: The Paralegal in the Private Client department at the law firm is responsible for assisting with various tasks related to estate planning, estate and trust administration, and tax compliance. Key responsibilities include: Estate...