Job Title: Estate Planning Paralegal Job Responsibilities: The Estate... Planning Paralegal will play... role in managing the estate planning practice at the... a deep understanding of estate planning matters. Key responsibilities... include: - Drafting and preparing estate planning documents such as... wills, trusts,...
Job Title: Certified Estate Planning Paralegal Job Responsibilities: - Draft... company (LLC) formation documents, probate court petitions, powers of... attorney, and health care directives, while tracking specific tasks for each client. - Review completed documents thoroughly to check for errors in grammar, spelling,...
Job Title: Estate Planning/Probate Paralegal Job Responsibilities: - Input... software and generate draft estate planning documents. - Make edits... specific client’s needs. - Maintain and update a list of current estate planning projects. - Follow up... with clients as needed to ensure completion and...
- Wealth, Trust, & Estate Planning Job Responsibilities: The Legal Practice... the Wealth, Trust & Estate Planning team at a... law firm. Key duties include: - Opening files and managing document production and revision. - Assisting with scheduling and managing calendars. - Preparing binders and...
Title:** Tax and Wealth Planning Paralegal **Job Responsibilities:** The Tax... and Wealth Planning Paralegal at the law... deadlines and scheduling client calls/meetings. - Preparing Federal and State estate Tax Returns and Federal... Gift Tax Returns. - Handling estate administration tasks, such as... preparin...
Title: Tax and Wealth Planning Paralegal Job Responsibilities: The Tax and... Wealth Planning Paralegal is an integral... this role include: - Managing calendars, including scheduling tax-related deadlines and client calls or meetings. - Preparing Federal and State estate Tax Returns and Federal... Gift Tax...
Title: Tax and Wealth Planning Paralegal Job Responsibilities: The Tax and... Wealth Planning Paralegal at the law... firm calls and meetings. The paralegal is responsible for the... of Federal and State estate tax returns as well... Federal Gift Tax returns. Estate...
Title: Tax and Wealth Planning Paralegal Job Responsibilities: - Manage calendars,... Prepare Federal and State estate Tax Returns and Federal... by preparing and filing probate documents, advising and responding... and appointments of successor trustees. - Prepare trust and estate accountings. - Draft simple wi......
Title: Trust and Estates Paralegal Job Responsibilities: - Prepare and file... probate documents with Colorado courts,... including petitions, inventories, notices, and closing documents under attorney supervision. - Assist with estate administration, including communication with... personal representatives, beneficiaries, and outside professionals. - Calendar deadlines and...
Job Title: Probate & Trust Administration Paralegal Job... related legal documents. - Review probate notes and file appropriate... documents with the County Recorder’s Office. - Prepare and assemble estate planning documents for attorney... and client review. - Serve as a primary point of...
Job Title: Part-Time Paralegal - Hybrid Position Job Responsibilities: -... trust and estate planning, probate, and trust/estate administration files... for attorney review. - Draft and assemble estate planning documents using firm... templates, including Wills, Revocable and Irrevocable Trusts, POAs, HCPOAs, beneficiary-related documents, deed...
Title: Legal Assistant - Paralegal Job Responsibilities: The Legal Assistant -... Paralegal role at the law... centered around secretarial/administrative tasks, estate planning, estate administration, and... Medicaid applications. The position requires the individual to undertake the following duties: Secretarial/Administrative: - Ordering office supplies to ensure...
Job Title: Paralegal Job Responsibilities: The Estate Planning Paralegal will support... the Personal & Succession Planning practice group at the... include: Estate Administration: - Preparing initial probate papers. - Valuing assets manually... including necessary research. - Preparing probate inventories and accountings, along... with other court-required filings. -...
Title: Legal Assistant - Paralegal Job Responsibilities: SECRETARIAL/ADMINISTRATIVE: - Ordering office supplies -... Calendaring Fair Hearing/Court Notices ESTATE PLANNING: - Drafting Power of Attorneys,... Health Care Proxies, Trusts, Pour-over Wills, Certification of Trusts, and related documents using software - Drafting Wills - Drafting Deeds and ordering ACRIS/transfer tax...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Assistant is responsible for providing comprehensive administrative support to lawyers within the Trusts and Estates practice group. Key responsibilities include: - Organizing and maintaining both physical and electronic files related...
Job Title: Paralegal & Practice Manager Job Responsibilities: In... this client-facing role, the Paralegal & Practice Manager is... responsible for managing case workflows, drafting and proofreading legal documents, supervising legal assistants, and overseeing key administrative functions. The position requires a hands-on leader...
Job Title: Paralegal Job Responsibilities: - Assist with document... review, drafting legal documents, contracts, and pleadings with precision and attention to detail. - Maintain client files and manage a high-volume workload while meeting deadlines. - Perform administrative functions including data entry, filing, document organization,...
Job Title: Paralegal Job Responsibilities: The Paralegal position at... the Personal & Succession Planning practice group. The responsibilities... to: Estate Administration: - Preparing initial probate papers. - Valuing assets manually... includes necessary research. - Preparing probate inventories, accountings, and other... court-required filings. - Providing information on f...
Job Title: Paralegal Job Responsibilities: The Paralegal position at... the Personal & Succession Planning practice group. The responsibilities... include: Estate Administration: - Preparing initial probate papers. - Valuing assets, either... conducting required research. - Preparing probate inventories and accountings, and... other court-required filings. - Providing information regarding...
on plaintiff personal injury, probate, and estate planning. - Screen... potential new cases and conduct client intakes. - Maintain communication with clients to ensure they are informed about their case status. - Learn and utilize the law firm's practice management software to monitor...
Title: Legal Assistant Job Responsibilities: - Gather and verify client information - Prepare and organize asset transfer files and folders - Calendar deadlines and send timely reminders - Organize and maintain case files - Copy, scan, and properly file client...
family law, successions, and estate planning, with additional responsibilities... in personal injury and/or collections being advantageous. - Maintain a high level of detail orientation and initiative in all tasks. - Utilize Microsoft Office Suite, including Word, Excel, and Outlook, efficiently. - Handle electronic...
Job Title: Executive Paralegal Job Responsibilities: - Work closely with... owner's calendar and completing paralegal functions. - Serve as the... lead paralegal for the attorney to... provide high-level, quick results to valued clients. - Review emails daily, respond to or remove as necessary, and...
Job Title: Estate Administration Paralegal Job Responsibilities: The Estate... Administration Paralegal at the... executing a variety of estate administration functions. The role... includes drafting estate planning and administration documents,... preparing deeds and real estate documents. Key responsibilities involve: -... Preparing probate and administration documents for......
Job Title: Paralegal Job Responsibilities: - Handle court... electronically. - Draft accountings and probate pleadings, ensuring all legal... and standards are met. - Organize Medicaid applications, ensuring completeness and compliance with relevant regulations. - Prepare estate planning documents, assisting in... the creation and organ...
Job Title: Paralegal Job Responsibilities: The Paralegal at the... around estate planning and probate processes. Key duties include: -... Drafting and preparing estate planning documents such as... trusts, wills, and powers of attorney, ensuring they meet legal standards and are accurate. - Coordinating and...
Legal Secretary Job Responsibilities: - Draft estate planning documents, including wills,... trusts, powers of attorney, advance healthcare directives, and related amendments. - Collect and organize financial, personal, and asset information from clients. - Manage and maintain client files, both up-to-date knowledge of relevant estate...
Title: Legal Administrative Assistant Job Responsibilities: - Handle office correspondence and administrative tasks, which include responding to emails and phone calls, communicating with opposing attorney offices, taking dictation, and notifying the team about upcoming deadlines. - Be prepared to undertake any other necessary...
Job Title: Paralegal - Trusts & Estates Job... Responsibilities: The Paralegal in the Trusts &... a comprehensive range of estate planning matters. Key responsibilities... with Gift Tax Returns, Estate Tax Returns, and Fiduciary... Income Tax Returns. - Maintenance of financial records for trusts,...
Job Title: Probate and Estate Planning Paralegal Job... Responsibilities: - Assist attorneys with the administration trusts. - Prepare and file probate documents and court forms. -... and detailed records of estate assets and transactions. - Communicate... requirements and deadlines. - Draft estate planning documents such as......
Job Title: Estate Planning Paralegal Job Responsibilities: - Assist... in drafting and reviewing estate planning documents such as... research across areas including estate planning, UCC law, tribal... law & regulations, and other relevant legal fields to support case development. - Manage and organize...
Job Title: Estate Planning Paralegal Job Responsibilities: - Prepare... estate planning documents, including wills,... trusts, powers of attorney, and related materials. - Draft correspondence, manage client files, and maintain organized case workflows. - Assist attorneys with client meetings, document signings, and follow-up. - Communicate clearly...
Job Title: Estate Planning Paralegal/Legal Assistant Job Responsibilities: -... Preparing and reviewing routine estate planning documents, probate pleadings,... deeds, etc. - Formatting,... proofreading, and revising letters, agreements, and other legal documents drafted by attorneys - Indexing and organizing client files, in both physical and...
Title: Legal Assistant – Estate Planning Job Responsibilities: The Legal Assistant... firm, specifically in the estate planning department. The responsibilities... appointments to ensure smooth proceedings. - Preparing, printing, scanning, and organizing estate planning documents such as... Wills, Trusts, Powers of Attorney (POAs),...
Estate Planning Legal Secretary Job Title:... Estate Planning Legal Secretary Job Responsibilities: -... secretarial support in the Estate Planning department. - Utilize prior... estate planning experience to manage... tasks effectively. - Demonstrate proficiency in MS Office Suite for various tasks. - Engage in strong word processing...
Title: Paralegal/Legal Assistant - Estate Planning and Transactional Law Job... Responsibilities: The Paralegal/Legal Assistant role at the... in the areas of Estate Planning, Probate Law, and... Trusts. The... candidate will play a crucial role in various legal processes and must be adept...
Job Title: Paralegal - Estate Planning &... Probate Job Responsibilities: - Prepare and draft... estate planning documents, including wills,... in all phases of probate and estate administration, including... preparing petitions,... notices, inheritance tax returns, and fiduciary accountings. - Manage communication with clients, beneficiaries,...
Title: Estate Planning and Probate Paralegal Job Responsibilities: The Estate Planning... and Probate Paralegal at the law... firm is expected to manage a high-responsibility workload in a facilitate estate planning and probate processes. - Drafting estate planning... and probate documents with accuracy and......
Paralegal – Estate Planning, Probate, Trust Administration, & Business... Planning Job Responsibilities: - Draft... documents related to estate planning, probate, trust, and business... formation.... - Maintain organized case files and track critical deadlines efficiently. - Communicate with clients, courts, and...
Job Title: Paralegal / Administrative Assistant –... Estate Planning & Elder Law... Job Responsibilities: Client Support - Serve as the first point of contact for new and existing clients - Communicate by phone and email with empathy and professionalism -...