Job Title: Probate & Trust Administration Paralegal Job... related legal documents. - Review probate notes and file appropriate... documents with the court. - Record legal documents with the County Recorder’s Office. - Prepare and assemble estate planning documents for attorney and client review. - Serve...
Job Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) at... unit, focusing on estate administration matters. Key responsibilities include: -... Tax Returns and Fiduciary Income Tax Returns. - Maintaining financial records of trusts, performing trust accounting, and auditing accounts. -... Managing General Ledger accounts, reco...
Paralegal Description Are you a Paralegal interested... in working for a Trust, Estates, and Special Needs... be the ideal Junior Paralegal for our team! This... position offers growth opportunities and a supportive work environment, for the right person looking for a long-term...
Title: Professional Staffer/Paralegal Job Responsibilities: - Conduct comprehensive legal research utilizing platforms such as LexisNexis and Westlaw to support case strategies across multiple practice areas, including estate planning. - Assist attorneys in drafting and proofreading legal documents, including contracts, pleadings, discovery requests, and...
Job Title: Litigation Paralegal / Legal Secretary Job Responsibilities: The... Litigation Paralegal / Legal Secretary will... in estate, trust, and probate litigation, as well as... or disputed trust or probate administrations. The key responsibilities... include: - Preparing, editing, and proofreading legal documents, which...
Title: Trust Administration and Probate Legal Assistant Job Responsibilities: The Trust... Administration and Probate Legal Assistant is tasked... to Trust Administration and probate. Key responsibilities include: - Assisting... for Trust Administration and Probate matters. - Preparing Trust Administration... and Probate documents such as notices,......
Job Title: Paralegal (Trusts and Estates) Job... firm is seeking a paralegal with at least 2... - Trust Administration - Probate - Estate Planning -... filing pleadings related to trust/probate administration and conservatorships -... working knowledge of the Probate Code, Local and State......
Job Title: Transactional Paralegal Job Responsibilities: - Provide administrative and... paralegal support to the real... estate, corporate, and trusts and estates departments within the law firm. - Open new client matters, perform conflict checks, and prepare engagement agreements. - Communicate with clients, counsel, and...
Title: Legal Secretary/Paralegal Job Responsibilities: - Prepare, review, and proofread legal documents, including contracts, pleadings, briefs, discovery materials, and correspondence, with meticulous attention to detail. - Assist attorneys with client interviews by preparing questionnaires and documenting case details accurately. - Schedule appointments, court dates,...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: -... Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Title: Legal/Administrative Assistant (Trusts & Estates Law Firm) Job Responsibilities: The Legal/Administrative Assistant at the law firm will support two attorneys by managing various office tasks crucial to the firm's operations. Key responsibilities include: - Assisting attorneys with legal case management, ensuring that...
Senior Trusts & Estates Paralegal Job Responsibilities: The Senior Trusts &... Estates Paralegal is entrusted with a... support case work. - Preparing trust accountings for client estates. -... Engaging in the preliminary drafting of trusts and memos to ensure accurate documentation. - Drafting various legal...
Junior Trusts & Estates Paralegal The candidate will draft... foreign trusts and other entities. Provide basic services related to trusts, corporate entities, domestic and international tax issues, compliance and disclosure issues, administration of trusts and estates,... and other related matt...
Job Title: Temporary Trust & Estate Paralegal Job Responsibilities: -... administrations and support the Probate Litigation group. - File probate... documents with courts throughout... the State and manage dockets. - Marshal and obtain values of estate assets. - Assist in the preparation of federal estate...
Job Title: Trust & Estates Paralegal Job Responsibilities: -... Handle Trust Administration-Decedent's Estate cases from... Manage Conservatorship cases or Probate cases from initiation to... completion, providing comprehensive legal support and guidance. - Engage in meetings and maintain effective communication with prospective and existing...
Job Title Paralegal (Trusts and Estates) ... of recent experience in Probate, Trusts, Estate, or Family... file pleadings related to trust/probate administration and conservatorships -... Understand and adhere to Probate Code, Local and State... Rules of Court - Knowledge...
Probate and Trust Paralegal Responsibilities:... Work on complex probate and trust administrations, from... and prepare of fiduciary accountings. Organize and maintain files. Draft petitions, orders, and other pleadings related to probate and trust administration. Prepare... deeds and related real esta...
Coast Private Wealth Planning Paralegal Primary Responsibilities: ... tax returns - Manage probate division cases from start... deadlines - Handle post-mortem administration issues - Draft trusts... notary license preferred - Thorough knowledge of probate and trust administration and... documentatio...
Job Title: Paralegal - Trusts & Estates Job... Responsibilities: The Trusts & Estates Paralegal at the law firm... duties essential for the administration of estate planning matters.... This role involves providing assistance to the firm’s attorneys and senior paralegals in various capacities,...
Paralegal Law firm, renowned for its... is seeking an experienced Paralegal for the Estates and... Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal services. This full-time position is ideal for...
and administrative support in trust administration, estate planning, and... probate. - Manage client onboarding, client... files, coordinate court filings, and communicate with clients, vendors, and other parties involved in the legal process. - Maintain intricate knowledge of federal, state, and appellate court...
three attorneys and a paralegal by performing a variety... of administrative and legal tasks. The responsibilities include: - Communicating with clients and others - Answering phones - Maintaining and updating firm databases - Drafting and filing legal documents - Recording deeds and affidavits - Performing other...
Job Title: Virtual Probate Paralegal Job Responsibilities: - Draft... and file probate court documents, including petitions,... financial institutions. - Track probate timelines and court deadlines,... ensuring timely filings and compliance. - Communicate with court clerks and maintain current knowledge of local...
Job Title: Virtual Florida Paralegal (Remote) Job Responsibilities: - Provide comprehensive... paralegal support tailored to the... family law, personal injury, probate, and litigation. - Operate independently... while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines. - Maintain proactive and...
Virtual Estate Planning & Probate Paralegal Job Responsibilities: - Draft estate... directives. - Prepare and file probate documents such as petitions,... asset inventories, creditor notices, and accountings. - Provide support in elder law matters, including long-term care planning and communication with beneficiaries and financial...
Job Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) is... key member of the Paralegal Team within the Financial... comprehensive range of estate administration activities, providing critical support... to the firm’s attorneys. The primary responsibilities include: - Preparing various tax returns, particularly Estate...
Job Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) at... comprehensive range of estate administration tasks. This includes assisting... attorneys in administering estates, funding post-death irrevocable trusts, preparing necessary documents, and managing client cases. Key duties include: - Preparing estate-related tax returns, incl...
Job Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) role... is integral to the Paralegal Team within the Financial... comprehensive range of estate administration tasks, supporting the attorneys... of the law firm in managing estates, administering irrevocable trusts post-death, preparing necessary legal...
Tax Professional (Paralegal) Job Category: Paralegals Requisition Number:... TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At the...
Job Title: Paralegal - Trusts & Estates Job... Responsibilities: The paralegal for the Trusts &... in various tasks related to estate administration, trust funding, and client case... management. Key responsibilities include: - Preparing and assisting with the preparation of Gift Tax Returns, Estate...
Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts &... Estates Tax Paralegal is responsible for managing... comprehensive range of estate administration matters. This involves assisting... attorneys in the administration of estates, funding post-death... necessary documents, and managing probate and estate-related tax returns.......
Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts &... Estates Tax Paralegal at law firm is... comprehensive range of estate administration duties. Key responsibilities include: -... Assisting attorneys in the administration of estates and the... funding of post-death irrevocable trusts. - Preparing...
friendly job title: Legal Secretary (Private Client & Tax) at **Members Only** Bergman LLP in San Francisco H1: Join Our Team as a Legal Secretary at **Members Only** Bergman LLP in San Francisco H2: Essential Duties and Responsibilities for Legal...
firm is committed to complying with all applicable laws providing equal employment opportunities. Job Title: Legal Secretary (Private Client & Tax) - Temp to Perm Salary: $95,000 - $115,000 annually Experience: 5+ years as a secretary or administrative professional...
Duties: Drafts letters and trust and estate related documents;... collects and analyzes information; prepares charts, graphs, and other visuals. Frequent communications with clients on behalf of attorneys. Effectively transcribes dictation for written communication and documents Maintains attorneys’ calendars by scheduling...
Friendly Job Title: Legal Secretary (Private Client & Tax) at **Members Only**worldwide Law Firm in Los Angeles H1: Join Our Team as a Legal Secretary at **Members Only**worldwide Law Firm in Los Angeles! H2: Essential Duties and Responsibilities of Legal...
Friendly Job Title: Legal Secretary (Estate Planning) at **Members Only** in San Diego H1: Join Our Team as a Legal Secretary in San Diego! H2: Opportunity for Experienced Legal Secretary in Estate Planning Practice **Members Only**, a leading international law...
Salary Range: $70,000 - $110,000 annually H1: Join Our Team as a Legal Secretary in San Francisco H2: Essential Duties and Responsibilities - Draft letters and trust and estate related documents... - Support fee-earners and cl...
Firm is looking for an experienced Trusts & Estates Legal Secretary to join their team. This position is responsible for providing administrative support and assisting the attorneys with legal documents, client communication, and case management. The ideal candidate will have...
estate and trust administration, probate, Medi-Cal planning and special... needs planning. We are seeking a full-time assistant to provide a high level of administrative support to our clients, affiliates and our team. This position will play an important role i...
Title: Legal Administrative Assistant - Receptionist Job Responsibilities: - Serve as the first point of contact for clients, ensuring a welcoming and professional environment. - Answer phones, greet clients, and prepare the conference room for meetings. - Schedule and confirm appointments, keeping the firm’s...
Job Title: Estate Planning Paralegal Job Responsibilities: - Draft legal documents,... both paper and electronic formats. - Perform procedural tasks in California probate courts, including filing and... serving pretrial pleadings. - Review discovery documents and prepare discovery responses. - Assist with trust and estate ad...
Job Title: Litigation Paralegal Job Responsibilities: - Document Preparation: The... Litigation Paralegal will assist attorneys in... preparing, serving, and filing probate, trust administration, and litigation... documents, petitions, and supplements. This includes drafting routine legal correspondence and maintaining familiarity with state, local, and...
Job Title: Trust and Estates Paralegal Job Responsibilities: As... a Trust and Estates Paralegal at... in various aspects of trust and estates transactions, administration,... real estate transfer documents, probate and trust litigation pleadings,... and gift... and estate tax returns. - Compiling supporting documentation...
Title: Trusts & Estates/Probate Legal Assistant Job Responsibilities: - Administrative Support: Provide comprehensive administrative assistance to attorneys and staff. This includes composing email and written correspondence, calendaring deadlines, obtaining records, organizing client files, filing, copying, mailing, receiving mail and packages, ordering office...
Legal Assistant Job Responsibilities Trust Administration - Prepare statutory... notices, trust accountings, asset inventories, and... advisors, and accountants to ensure smooth administration. - Track statutory deadlines,... including Probate Code compliance. Probate Administration... - Draft and file... probate pleadings, petitions, n...
Job Title: Estate Planning Paralegal Job Responsibilities: - Provide direct support... documents and correspondence related to trust administration, probate, estate planning, business, corporate,... and high net-worth/advanced planning clients. - Manage and oversee procedures and processes to streamline and improve operations within the fi...
various office and file administration tasks within a small,... dynamic law firm environment. The specific duties include: - Meticulously organizing documents, files, and schedules to ensure efficient office operations - Monitoring three attorneys and one paralegal, assisting with prioritization and......
PARALEGAL Job Description Law firm has an... for a full-time experienced paralegal with a minimum of... We are seeking a Trust Administration Paralegal to become... a part... will have experience in trust administration and estate planning,... possess strong organizational skills, attention to...
Job Title: Paralegal - Estate Planning +... Trust & Probate Administration Job Responsibilities: - Manage case... files and provide support to estate planning and asset protection attorneys. - Draft, edit, format, and proofread legal documents with precision. - Prepare and send correspondence. - Maintain communication...