Job Title: Estate Planning Paralegal Job Responsibilities: The role... of an Estate Planning Paralegal within the... of responsibilities centered around estate planning, including the preparation... and management of legal documents and client interactions. The key duties include: - Gift Tax Returns: - Preparation...
Job Title: Estate Planning Paralegal Job Responsibilities: The Estate... Planning Paralegal at the... essential support to the Estate Planning team. The role... Gift Tax Returns: The paralegal is responsible for preparing... and filing annual IRS Form 709 Gift Tax Returns with minimal...
Job 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...
Job Title: Estate Planning Paralegal Job Responsibilities: - Gift... Tax Returns: The paralegal will prepare and file... necessary financial documentation, tracking filing deadlines, and ensuring timely submission. - ILIT Administration: Responsibilities include monitoring premium... payment schedules, maintaining accurate tracking logs, drafting and distri...
Job Title: Estate Planning Paralegal Job Responsibilities: The Estate... Planning Paralegal is a... vital part of the Estate Planning team at the... Gift Tax Returns: The paralegal is expected to prepare... and file annual IRS Form 709 Gift Tax Returns with minimal...
Job Title: Probate and Trust Administration Paralegal Job Responsibilities:... aspects of probate and trust administration, from opening cases... institutions, and beneficiaries to gather necessary information. - Handle estate banking, assets, expenditures, and... distributions. - Prepare trust accounting reports and lega......
Job Title: Trust & Estates Paralegal Job Responsibilities: -... pleadings. - Preparation of federal estate tax returns. - Preparation of... trust and/or estate accountings. - Conducting... funding calculations. Education... college degree and/or a paralegal certificate is required. - A... all phases of the administration of Trusts & Estates......
Job Title: Estate Planning Paralegal Job Responsibilities: - Client... Document Drafting: Draft core estate planning documents such as... of attorney, healthcare directives, spreadsheets, and diagrams. - Advanced Estate Planning Drafting: Draft complex... irrevocable trusts (., IDGTs, SLATs, GRATs), charitable trusts (., CLATs, C...
Job Title: Trust and Estate Planning Paralegal... offices, and private wealth clients. - Assist with structuring and implementing advanced estate planning strategies, including grantor... and irrevocable trusts, family limited partnerships, intentionally defective grantor trusts, and dynasty trusts. - Collaborate closely with family...
Title: Legal Administrative Assistant Corporate Job Responsibilities: The Legal Administrative Assistant at the law firm is expected to work closely with attorneys and paralegals, providing exceptional service to achieve the best outcomes for clients. Key responsibilities include: - Performing administrative tasks such...
Job Title: Senior Paralegal Job Responsibilities: The Senior Paralegal is... responsible for providing comprehensive support to attorneys in various legal tasks. Key duties include: - Assisting attorneys in preparing for trials, hearings, and meetings. - Conducting legal research and gathering relevant information for cases. -...
Job Title: Senior Paralegal Job Responsibilities: - Assist attorneys in... preparing for trials, hearings, and meetings. - Conduct legal research and gather relevant information for cases. - Manage and organize case files using document management systems. - Draft legal documents, including contracts and pleadings. - Perform...
Job Title: Civil Litigation Paralegal Job Responsibilities: - Case Management: Assist... attorneys in all phases of litigation, including case intake, discovery procurement and evaluation, trial preparation, and post-trial activities. Responsibilities include preparing templates, case briefs, case intake evaluations, maintaining and organizing case...
Job Title: Experienced Paralegal Job Responsibilities: - Provide administrative support... to one or more lawyers and/or paralegals within the law firm. - Manage multiple phone lines, take messages, and redirect calls as necessary using texting, billing, and case management software when appropriate. - Handle...
Job Title: Paralegal Job Responsibilities: The paralegal role at... such as family law, estate administration, and criminal law.... attorneys with case preparation and management in family law, estate matters, or criminal defense. -... Utilizing Microsoft Word, Mac OS applications, and cloud-based computing too...
Job Title: Estate & Probate Attorney Job... through the Probate and Trust Litigation Process. - Assist... - Guide clients through the process of trust and probate litigation. -... Ensure that estates are managed in accordance with the estate owner's in...
Paralegal – Probate & Trust Focus Job Responsibilities: The law firm... is seeking a full-time paralegal who will focus on... probate estate and trust administration. The responsibilities for... estates and trusts - Drafting estate planning documents - Handling real... estate transfers and business formations -......
Paralegal Description Are you a highly organized... and detail-oriented Paralegal looking to join an... are seeking an ALL-STAR Paralegal who is passionate about... clients with an exceptional experience. We are looking for an experienced paralegal who is a self-starter... with excellent time-m...
aspects of probate and estate administration, including drafting legal... documents, preparing court filings, and managing case files. - Manage a large caseload with a sense of urgency to bring each matter to completion. - Communicate with clients, courts, and other parties involved...
Job Title: Paralegal - Estate Planning Job Responsibilities: - Assist estate... planning attorneys by performing... documents related to probate, estate planning, real estate, and... with attorneys and team members in the stages of estate planning, wealth transfers, and... estate and trust administrati...
high-touch service to clients and advisors by addressing inquiries related to estate and divorce issues concerning... company accounts. Your role will predominantly involve phone-based interactions with clients, attorneys, and internal business partners. Key responsibilities include: - Delivering unparalleled value and out...
Experienced Legal Assistant - Paralegal Job Responsibilities: - Handle... administrative tasks and office correspondence, including answering phone calls and emails, communicating with opposing attorney offices, taking dictation, and informing the team of upcoming deadlines. - Use daily time records to...
Job Title: Private Client/Probate Paralegal Job Responsibilities: - Assists lawyers in... probate and trust administration, ensuring that all... legal standards and deadlines. - Assists in the collection and distribution of estate assets, facilitating the smooth... transfer of assets according to the client's wishes...
Job Title: Private Client Paralegal Job Responsibilities: - Assisting lawyers in... the drafting of estate planning documents, which include... lawyers in probate and trust administration. - Drafting and electronically... Assisting in the collection and distribution of estate assets. - Effectively prioritizing work... and mon...
Title: Legal Assistant Job Responsibilities: - Gather information about legal issues from clients through interviews. - Organize case filing systems to ensure all documents are properly sorted and easy to locate, along with performing other administrative duties as needed. - Draft subpoenas and coordinate...
Paralegal in Probate & Estate Planning Job Responsibilities: - Prepare and... probate, guardianships, trusts, and estate planning. - Draft, review, and... refine estate planning documents, probate pleadings,... and trust and guardianship accounting. - Transcribe... legal documents, maintain accurate case records, and ensure deadlines are...
Job Title: Associate, Trust Relationship Manager (Onsite) Job Responsibilities: The... Associate, Trust Relationship Manager is responsible... for the administration of trust accounts, investment management, or... retirement accounts for high-net-worth individuals, families, or institutions. The role involves retaining and growing the client base...
Job Title: Paralegal - Trust and Estate Litigation Job Responsibilities: The... Trust and Estate Litigation Paralegal... managing disputes related to trust, estate, and conservatorship litigation... and administration matters. Key responsibilities include: -... Drafting legal documents such as probate court petitions, judicial council forms,...
Job Title: Paralegal - Trust and Estate Litigation Job Responsibilities: The... Trust and Estate Litigation Paralegal... handling disputes related to trust, estate, and conservatorship litigation... and administration matters. The primary responsibilities... include drafting legal documents such as probate court petitions, judicial council...
Job Title: Paralegal - Trust and Estate Litigation Job... Responsibilities: The Trust and Estate Litigation Paralegal... handling disputes related to trust, estate, and conservatorship litigation... and administration matters. Key responsibilities include:... - Drafting probate court petitions, judicial council forms, and...
Job Title: Paralegal - Trust and Estate Litigation Job Responsibilities: The... Trust and Estate Litigation Paralegal... handling disputes related to trust, estate, and conservatorship litigation... and administration matters. This role involves: -... Drafting probate court petitions, judicial council forms, and other related legal...
Job Title: Paralegal - Trust and Estate Litigation Job... The role of a Trust and Estate Litigation Paralegal... handling disputes related to trust, estate, and conservatorship litigation... and administration matters. The responsibilities include:... - Drafting legal documents such as probate...
Job Title: Paralegal - Trust and Estate Litigation Job Responsibilities: The... Trust and Estate Litigation Paralegal... handling disputes related to trust, estate, and conservatorship litigation... and administration matters. Key responsibilities include: -... Drafting legal documents such as probate court petitions, judicial council forms,...
Job Title: Paralegal - Trust and Estate Litigation Job Responsibilities: The... Paralegal in Trust and Estate Litigation provides... handling disputes related to trust, estate, and conservatorship litigation... and administration matters. The role involves... analyzing legal issues. The paralegal is responsible for ensuring......
in supporting clients with estate and long-term care planning,... ensuring high-quality service delivery to both clients and internal staff. This position requires a comprehensive understanding of law firm procedures and a steadfast commitment to integrity and excellence. Key responsibilities include: -...
Title Legal Assistant, Funding Specialist Job Responsibilities - Efficiently gather, create, examine, prepare, and organize all funding documents such as deeds and third-party forms in preparation for attorney-client signing meetings. - Accurately manage, organize, maintain, and save funding documents in digital filing systems. - Update...
Job Title: Corporate & Estate Planning Paralegal Job Responsibilities: The Corporate... & Estate Planning Paralegal will be... tasked with various responsibilities that are crucial to the functioning of corporate law, real estate, commercial litigation, estate planning... and administration, and intellectual property. - Learning......
Job Title: Estate & Trust Administration Paralegal Job Responsibilities: - Provide... high-level daily support to attorneys within the Estates and Trusts Practice Group. - Engage in considerable interaction with clients, requiring excellent personal, written, and oral communication skills. - Deliver superior customer service throughout...
Title: Trusts & Estates Paralegal Job Responsibilities: The Trusts & Estates... Paralegal position at the law... comprehensive range of complex estate administration functions. The role... of estates and trusts, estate planning, investments, and a... probate petitions, inventories, and administration accounts - Creating valuation reports......
Job Title: Estate and Trust Administration Paralegal Job Responsibilities: - Management... of probate estate processes and procedures - Preparation... of trust and estate accountings - Trust... administration - Preparation... of federal... and state income and estate tax returns, specifically Forms... and accountings related to trust and estate administration - Profe......
Title: Trusts & Estates Paralegal Job Responsibilities: - Preparing court filings... records for estate and trust administration - Managing deadlines for... asset retitling, including real estate and securities - Communicating with... financial institutions regarding account matters - Obtaining Employer Identification Numbers (EINs) from the IRS -...
Title: Trusts & Estates Paralegal, Part-Time (Mid-Level) Job Responsibilities: The Trusts... & Estates Paralegal will be responsible for... to estate planning and trust administration. Key responsibilities include: -... estates and trusts. - Drafting estate planning documents, such as... transfers. - Assisting with probate administration, which includes preparing probate......
Job Title: Trust Administration & Probate Paralegal Job... a wide range of estate planning documents, including wills,... trusts, powers of attorney, and advance healthcare directives. - Conduct thorough legal research to support case strategies, ensuring the accuracy and relevancy of information. - Assist...
Title: Legal Assistant - Trust & Estates Job Responsibilities: - Perform... support for attorneys in estate planning matters and the... administration of estates and trusts,... record of high-quality work. - Possess working knowledge of the rules of procedure governing estate and trust a...
Job Title: Estate Planning Paralegal Job Responsibilities: - Draft... legal documents, including estate plans using Wealth Docx,... Handle procedural tasks in California probate courts, including filing and serving pretrial pleadings. - Review discovery documents and prepare responses. - Assist with trust and estate administration...
Legal Administrative Assistant - Estate Law Job Responsibilities: - Establish, maintain,... Draft various probate and trust administration documents, including correspondence... Set up probate and trust accounting using GEMS accounting... software. - Record estate and trust transactions in... GEMS accounting... software. - Assist with gathering...
Job Title: Paralegal – Estate Planning and/or Real Estate Job... Responsibilities - Prepare and draft... estate planning documents such as... and recording of real estate documents, including deeds and... financial institutions, and title companies. - Coordinate estate and trust administration tasks. -... Support att......
Job Title: Paralegal Legal Assistant Job Responsibilities: The Paralegal... Legal Assistant at the... in the fields of estate planning, elder law, MassHealth... planning, probate and trust administration, and special needs... planning.... Key duties include: - Meeting, corresponding, and communicating with clients to understand...
Title: Trusts and Estates Paralegal Job Responsibilities: The Trusts and Estates... Paralegal is responsible for supporting... in all facets of trust and estate administration, encompassing... legal documents such as estate planning documents, petitions, accountings,... and other necessary court filings. The candidate will...
Job Title: Paralegal/Legal Assistant Job Responsibilities: The Paralegal/Legal Assistant... in Probate, Family Law, Estate Planning, or Estate Administration... within a law firm... setting, either as a legal assistant or paralegal. - Operating effectively in a... fast-paced law firm environment. - Demonstra...