Title: Legal Case Manager / Workflow Coordinator / Legal Assistant Job Responsibilities: - Manage and coordinate legal case workflows to ensure smooth progress from "Retained" to "Signed" status within the allotted time. - Prepare, review, and proofread legal documents for accuracy and compliance. -...
an integral role in supporting the estate planning practice. Your responsibilities... will include: - Preparing, editing, and finalizing essential legal documents, utilizing both templates and attorney drafts. - Maintaining attorney calendars, ensuring optimal scheduling for client meetings, signings, and notarial appointments. - Answering...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
financial services and real estate industry for over 25... years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that create value and results to achieve client goals and help them accomplish more. Through multiple...
financial services and real estate industry for over 25... years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that create value and results to achieve client goals and help them accomplish more. Through multiple...
Title: President, Pine Street Land Job Responsibilities: As the President of Pine Street Land, a strategic and hands-on role is expected to guide the vision, operations, and growth of this expanding title and settlement company. The key responsibilities of this position include: -...
searches, examinations, underwriting, and settlement coordination. - Oversee and develop a team of title professionals, fostering a culture of accuracy, accountability, and client service excellence. - Collaborate closely with law firm practice groups and business leaders to support firm-wide real estate initiatives....
Title: Tax Director Job Responsibilities: - Lead and manage multiple tax engagements across various industries with a focus on ensuring quality and client satisfaction. - Oversee and review the preparation of complex federal, state, and local tax returns for individuals, S-Corporations, partnerships and...
trusts. - Identify and marshal estate assets, and perform probate... records for use in preparing tax returns and fiduciary accountings. - Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax returns. - Prepare fiduciary... accountings for es...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal The candidate will independently administer complex estates and trusts. Identify and marshal estate assets, and perform other... probate func...
firm seeking Trusts and Estates Associate: Trusts and Estates Associate Opportunity at Boutique Law Firm in Pennsylvania **Members Only**, a well-established boutique law firm specializing in trusts and estates, is currently seeking a full-time associate to join their team...
have a passion for estate administration and are looking... for a new opportunity, we want to hear from you! Position Requirements: - 1-3 years of experience in administering complex estates and trusts - Experience preparing federal and state...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Family Wealth Sr. Fiduciary Advisor is primarily tasked with fulfilling the fiduciary responsibilities of the company by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater...
Job Title: Experienced Trust and Estates Paralegal Job Responsibilities: -... Draft estate planning documents: The paralegal... drafting a variety of estate planning documents. This includes... legal documents necessary for estate planning. - Manage trust administration... matters: The position... the paralegal to handle trust administration tasks. This involves......
- Deputy General Counsel Job Responsibilities The VP - Deputy General Counsel, Chief Compliance Officer & Assistant Secretary (DGC) is a pivotal member of the company's management team. This role involves leading the company’s contracts, compliance, corporate transactions, and corporate governance functions...
We not only have the best **Members Only** positions, but we also have the most. Temporary Estate and Trust Paralegal The... candidate's responsibility for all aspects of the administration of estates and trusts as assigned by an attorney. Prepare all...
who can manage a book of business independently and is comfortable working in a flexible, balanced work environment. Key responsibilities include: - Providing legal support and representation in areas such as estate planning, tax, real estate,... business formation/representation, contract work,... litigation,...
industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal, Trust and Estates The candidate... will assist attorneys in the preparation of estate and trust documentation, including... but not... limited to estate, inheritance...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Estates Administration Paralegal Duties: Prepare Pennsylvania inheritance tax and US Federal estate tax returns for resident... and non-resident decedents. Draft estate a...
Job Title: Trust & Estate Planning Associate Job Responsibilities: The Trust... & Estate Planning Associate will be... Engaging in trusts and estate planning, administration, and taxation,... estates. - Conducting research and analysis, and drafting documents for implementing estate plans. - Preparing and reviewing... ta...
**Members Only**, a boutique estate planning and elder law... firm in Pennsylvania and New Jersey, is seeking a Full-Time Paralegal with experience in Estates, Guardianship, Medicaid, and Litigation. This is a unique opportunity to join a dedicated team of three...
for advancement and growth Competitive salary based on experience and qualifications **Members Only** is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate in employment opportunities or practices on...
Job Title: Experienced Estate & Elder Law Associate... law firm, 1+ years Estate Planning and Elder law... experience preferred Location: Blue Bell, is seeking an experienced Estate & Elder Law Associate... Bell, PA. Our boutique estate planning and elder law......
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,...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
We not only have the best **Members Only** positions, but we also have the most. Paralegal- Trusts and Estates The candidate should preferably have 2+ years of Large Estate Planning and 5+ years... of Paralegal experience. Experience with Estates soft...
Title: Managing Director, Tax - Private Client Job Responsibilities: The role of a Managing Director in the Tax - Private Client division at the company involves providing sophisticated tax compliance, consulting, and planning services to a diverse clientele, including individuals, multi-generational families,...
Design and implement advanced estate planning strategies, including dynasty... trusts, GRATs, SLATs, and charitable vehicles. - Advise on family office governance, fiduciary roles, and succession planning. - Provide guidance on luxury asset succession such as aircraft, yachts, ranches, and art collections. - Collaborate...
and family offices on estate, gift, and generation-skipping transfer... Draft and review sophisticated estate planning documents, including Grantor... Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Property Trusts (QTIPs), and char...
Job Title: Trust & Estate Planning Associate Job Responsibilities: The Trust... & Estate Planning Associate will be... Engaging in trusts and estate planning, administration, and taxation,... Conducting research and analysis, and drafting documents for the implementation of estate plans. - Preparing and/or r......
industry. We not only have the best **Members Only** positions, but we also have the most. Personal Wealth, Estates, and Trusts Paralegal The candidate will assist in administering trust and estate files, and prepare accountings... and related tax returns. Prep...
planning and compliance matters involving estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, and international transfer and trust tax. Support the firm's... Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
We not only have the best **Members Only** positions, but we also have the most. Estates & Trusts Paralegal The candidate will assist in administering trust and estate files, and prepare accounting... and related tax returns. Prepare of probate admini...
attorneys, is seeking a Paralegal to join our Private Client Services team in Philadelphia. This is a great opportunity for a career-oriented individual with at least 3 years of experience in the trust and estates field. ... As a Paraleg...
Title: Paralegal-Trusts and Estates Job Responsibilities: The Paralegal-Trusts and Estates will support the department in a variety of administrative and legal tasks related to the administration of trusts and estates. The responsibilities include: - Acting as the lead contact for personal representatives for...
Job Title: Trust & Estates Paralegal at... in PA and NJ estate administration - Experience with... helpful - Substantial PA estate administration experience required, NJ... Handle PA & NJ estate administrations from start to... - Keep track of estate deadlines and ensure efficient......
Legal Assistant - Private Client Services - Philadelphia H2: Job Description and Qualifications Law Firm: **Members Only** Location: Philadelphia, PA Practice Area: Private Client Services Job Title: Legal Assistant - Private Client Services Salary: Competitive and commensurate with...
trusts. - Identify and marshal estate assets, and perform other... financial records for use in preparing tax returns and fiduciary accountings. - Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax returns. - Prepare fiduciary... accountings...
Job Title: Trust Administrator Job Responsibilities: - Heavy contact... with on all aspects of trust work. - Perform routine and... with the opening of trust accounts. - Correspond with... trusts. - Maintain all trust asset records, including insurance... policy records, real estate hold...
probate documents and related papers. - Identifying, gathering, and arranging the valuation of a decedent’s assets and administering estates from probate through final settlement. - Maintaining financial records for fiduciary accounting and tax preparation. - Preparing inheritance and estate tax returns, fiduciary ac......
of experience to support estate planning, probate, and related... expand skills in drafting estate documents, advising clients on... strategies, and assisting with estate administration. The ideal candidate... will demonstrate strong communication abilities, attention to detail, and a commitment to...