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...
advising high-net-worth individuals, families, and business owners on complex estate planning strategies, trust modifications, charitable giving, and succession planning. The responsibilities include: - Advising ultra-high-net-worth individuals, families, and business owners on: - Complex estate and wealth transfer strategies. - Asset... p...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal for Trusts & Estates at the law firm is responsible for a variety of tasks integral to estate planning, tax, and probate matters. The key responsibilities include: - Preparing estate tax returns, gift...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Legal Assistant/Paralegal The candidate work in Trust Administration/Probate department. Primary responsibilities include meeting with clients to administer Probate Estates and Trusts; coordinating with third parties regarding the valuation of assets in Probate Estates and Trusts; and assisting clients with the transfer of various types of... property into Trusts. Some experience in the legal industry helpful however, computer skills are essential.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Planning Paralegal The candidate... will be preparing and filing probate documents in the administration of an estate (petitions, motions, letters testamentary, inventories, accountings, and notices) Filing life insurance claims and other death benefits. Contacting beneficiaries and next of kin regarding admission of the will and other probate hearings, Administering estate assets and assisting with the liquidation and transfer of property. Preparing and... filing the deced... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Planning Paralegal The candidate... will be preparing and filing probate documents in the administration of an estate (petitions, motions, letters testamentary, inventories, accountings, and notices). Filing life insurance claims and other death benefits. Contacting beneficiaries and next of kin regarding admission of the will and other probate hearings. Administering estate assets and assisting with the liquidation and transfer of property. Preparing and... filing the dece... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Planning Paralegal The candidate assists with all aspects of Estate Administration including: prepare and maintain a calendar system; evaluate assets; draft documents to commence probate and/or any ancillary proceedings; file life insurance claims; prepare federal and state tax returns; develop plan for final distribution of assets and timetable for closing of estate; monitor and maintain master individual, fiduciary and gift tax preparation list for all firm clients.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Client Paralegal The candidate prepares and maintains a calendar system, noting important estate administration deadlines and court appearances. Obtains the will and drafts necessary documents to file will with probate court. Evaluates assets (as of date of death and alternate valuation date); verifies bank balances and prepares inventory and appraisement. Coordinates with out-of-state attorneys to commence ancillary proceedings to, for example, transfer title of vac... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Planning/Elder Law Paralegal The candidate carefully reviews file contents to determine information needed to prepare estate planning documents (including Trusts, Last Wills and Testaments, Durable Powers of Attorney, etc.). Inputs basic information into drafting system to create estate planning documents. Edits and finalizes estate planning documents for client signature. Effectively writes concise and detailed case summaries and funding instructions. Needs to be ext... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Duties: Provides assistance to multiple attorneys in the Private Client group, including preparation of tax returns (federal, state, fiduciary, gift) for trusts and estates; preparation of accountings and related tax compliance documents and oversees estate administration including preparation of probate pleadings and filings. Performs substantive work under the direction and supervision of a lawyer and is responsible for specifically delegated client matters. Pr... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Administrator/Paralegal The candidate will provides assistance to multiple attorneys in the Private Client group, including preparation of tax returns (federal, state, fiduciary, gift) for trusts and estates; preparation of accountings and related tax compliance documents and oversees estate administration including preparation of probate pleadings and filings. Performs substantive work under the direction and supervision of a lawyer and is responsible for s... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Accounting Trust Administrator/Paralegal Responsibilities: Prepares individual and fiduciary income tax returns, gift tax returns and estate tax returns. Prepares probate and administration proceedings, accounting proceedings and other court filings. Assists in the transfer of assets from decedent's... or individuals' name to Estate or Trust. Assists in preparing, retaining, and organizing legal documents, agreements, pleadings and accountings related to trust and estate admini... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Assistant - Trusts and Estates The candidate will provide attorneys and paralegals with assistance in managing case files. Will receive annual reports and franchise tax documentation and delegate to responsible paralegals. Receive miscellaneous mail and research the corporate database, FileSurf and document management system to locate responsible party and deliver to same. Run monthly corporate report detailing annual consents due and delegate to responsible parale... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here