Title: Estates and Trusts Paralegal Job Responsibilities: The Estates and Trusts Paralegal will be a key member of the Estate Planning & Administration team in a law firm. This role involves a variety of duties centered around estate planning and administration. The...
Title: Estate Administration Paralegal Job Responsibilities: The Estate Administration Paralegal at the law firm is responsible for providing essential support in the administration of estates and trusts, as well as in estate planning. The key responsibilities include: - Preparing court filings and maintaining...
agreements, irrevocable trusts, charitable trusts, insurance trusts, private foundations, family limited partnerships, and limited liability companies. Additionally, prepare durable powers of attorney for financial and healthcare matters. - Advise clients on techniques for achieving wealth transfers between generations, including... consul...
and commercial transactions under the supervision of attorneys. Key duties include: - Managing daily trust administration for a variety of clients, which involves properly managing accounts, preparing letters, and completing transfer forms. - Assisting in drafting... estate planning documents, including wills, pow...
Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal at the law firm is tasked with providing essential support to the Estate Planning team. The role demands a high level of organization, initiative, and client service. Key responsibilities include: - Gift Tax...
Title: Probate Paralegal Job Responsibilities: - Case Management: Manage probate and estate administration cases independently from initial intake through final distribution and closing. - Document Preparation: Draft and prepare necessary probate documents, including petitions, inventories, accountings, fiduciary reports, notices to heirs and creditors,...