Job Title: Private Client Associate Job Responsibilities: - The associate will join the Private Client group and contribute to its growth and expansion. - Responsibilities include handling estate planning and estate and trust administration tasks. - The associate will be required to draft complex estate plans and prepare estate tax returns. - The role necessitates staying informed about relevant state and federal income and estate tax laws. - Providing high-quality client se
Job Title: Associate Attorney Job Responsibilities: 1. Case Management: - Oversee caseload by maintaining accurate records and client communication in internal systems. - Review and approve estate planning documents, including but not limited to Wills, Revocable Living Trusts, Irrevocable Trusts, trust administration documents, and probate proceeding documents. 2. Client Consultations: - Build and maintain strong relationships with key clients and assess opportunities
Job Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be responsible for a variety of tasks centered around estate planning and client consultation. Key responsibilities include: - Case Management: Overseeing caseload by maintaining accurate records and client communication within internal systems. This includes reviewing and approving estate planning documents such as Wills, Revocable Living Trusts, Irrevocable Trusts, trust admini
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Job Title: Remote Estate Planning Attorney Job Responsibilities: - Conduct estate planning consultations via Zoom or phone with warm, qualified leads. - Build trust and guide clients to move forward confidently with their estate plans. - Draft and review estate planning documents, including revocable living trusts, wills, powers of attorney, and healthcare directives. - Use Interactive Legal to generate accurate, comprehensive documents efficiently. - Collaborate with legal
Job Title: Trust & Estates Attorney Job Responsibilities: - Work directly with clients to design and implement comprehensive estate plans. - Advise high-net-worth individuals on complex estate tax planning needs. - Draft and review estate planning documents, including revocable and irrevocable trusts, wills, deeds, and powers of attorney. - Assist with probate and trust administration matters. - Prepare Form 706 estate tax returns. - International estate planning experience
Job Title: Senior Estate Planning Attorney (Remote) Job Responsibilities: As a Senior Estate Planning Attorney at the law firm, you will be an integral part of a mission-driven team focused on providing high-quality estate planning and probate services. Your primary responsibilities will include: - Managing limited conservatorship cases, which involves drafting, filing, and representing clients in court. - Handling probate matters from initiation to conclusion, includi
Attorney The candidate must be experienced estate planning lawyer with broad experience including complex estate, tax and wealth planning. Must have 3 years experience directly applicable to firm’s area of emphasis. Equivalent experience eligible for re-positioning include: tax-oriented real property and transactional practice. Will involve in primary areas include estate and tax planning for high net worth individuals and families, estate administration, income tax, trans...
Job OverviewA well-established law firm is seeking a Tax and Estate Planning Associate Attorney with 1 to 6 years of relevant experience. This position is ideal for a detail-oriented and client-focused attorney who has a strong interest in estate planning, wealth transfer strategies, and tax law. The role offers an excellent opportunity to work closely with high-net-worth individuals, families, and business owners, while developing deep expertise in