to clients on intricate estate planning matters. The ideal... expertise in advanced trust planning, wealth preservation strategies, and... various tax-related clients on complex estate planning matters, including advanced... trust... planning, wealth preservation strategies, and... gift and estate tax...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Estate Planning Paralegal The candidate... communicates with clients via mail, email and phone to set up appointments, discuss draft documents and changes to documents, and answer general client inquiries. Also communicates with financial advisors, insurance companies, etc. when necessary. Drafting legal documents including deeds, POAs, wills and trusts. Witness and/or Notarize client documents. Maintain detailed records in software applications; organize, scan, and file paper... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Estate Planning Paralegal The candidate... will work with the firm's attorneys in the creation, implementation, and funding of estate plans, including wills and... trusts. A background in estate planning is helpful. Should... preferably have a Degree or Certificate in Paralegal Studies, or practical experience. Must preferably be Technology-forward. Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint) desired.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with... business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Paralegal (Estate Planning) Duties: Will be... working exclusively in the fields of estate planning and elder law.... . Greeting prospects and clients by appointment. Managing & Executing Legal Estate Plans. Supporting Attorney for... Meetings. Client Process Management Meetings/Drafting/Client & Internal Communication. Answering phones/taking and relaying messages for Attorneys and staff. Mail room duties and filing. Maintaining office supplies. Attorney calendar scheduling. Weekly... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Estate Planning Paralegal The candidate... will play the vital role of being the main line of communication with our clients. Help manage and execute legal estate plans. Greet each prospect... and client. Communicate with clients via email and telephone on a daily basis. Sit second chair with the attorney and take notes, following up with clients after. Draft documents for the different client packages and run meetings with clients. Help with filing, maintaining office supplies, a... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Estate Planning Paralegal Duties: Play... the vital role of being the main line of communication with our clients. Provide clients with competent service. Taking on a role more similar to a junior attorney than an office manager. Get to help manage and execute legal estate plans. Interact with clients.... Greet each prospect and client with a warm, down-to-earth smile, helping them feel at ease. In addition to in-person appointments with clients, communicate with clients via email... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Estate Planning Paralegal The candidate... will draft documents for the different client packages and run meetings with clients yourself in the later stages of the process. Filing, maintaining office supplies, appointment scheduling, and event workshop support. Should have 2+ years of paralegal work experience. Must have excellent communication and interpersonal skills. Excellent grammar, spelling, writing, and proofreading skills required. Proficiency with Microsoft Office. Fa... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Paralegal/office manager The candidate should be certified, experienced paralegal in the area of estate planning, probate, trust administration... and Medicaid planning.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Estate Planning Paralegal The candidate... will play the vital role of being the main line of communication with our clients. Will get to help manage and execute legal estate plans. Should have excellent... communication and interpersonal skills come in handy, as you interact with clients a lot. Will greet each prospect and client with a warm, down-to-earth smile, helping them feel at ease. In addition to in-person appointments with clients, you also communicate with clients via e... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Paralegal/office manager The candidate must be certified, experienced paralegal in the area of estate planning, probate, trust administration... and Medicaid planning.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here