Job Title: Estate Administration Paralegal Job Responsibilities:... The Estate Administration Paralegal position involves... firm that specializes in estate planning, elder law, and... estate and trust administration. The... in Lackner Software for estate management. - Preparation of... Pennsylvania Inheritance Tax Returns....
Title: Community Liaison Job Responsibilities: - Network with community healthcare partners to drive referrals. - Attend healthcare networking events. - Present at community educational events or schedule events for attorney presentations. - Communicate with care providers and Medicaid case workers regarding eligibility. - Assist with filing...
Secretary Job Title: Legal Secretary Job Responsibilities: The Legal Secretary at our growing law firm plays a crucial role in supporting attorneys and team members to ensure an excellent client experience. Key responsibilities include: - Handling incoming calls in a pleasant and professional manner. - Scanning...
Title: Professional Legal Administrator Job Responsibilities: The Professional Legal Administrator is an executive-level position responsible for a wide range of activities across various phases of administration, personnel, finances, facilities, and business systems within the law firm. The role involves significant hands-on experience...
Job Title: Paralegal - Estate Planning & Probate Job Responsibilities: -... Prepare and draft estate planning documents, including wills,... phases of probate and estate administration, including preparing petitions,... notices, inheritance tax returns, and fiduciary accountings. - Manage communication with clients, beneficiaries, financial institutions,...
oversee all aspects of estate planning and probate matters,... guardianships under Pennsylvania law. - Supervise and mentor associate attorneys, paralegals, and support staff to ensure consistent delivery of high-quality legal services. - Handle complex probate and estate administration cases in the... Pennsylvani...
law, preparing and analyzing paperwork, constructing trust provisions, and participating in sales conferences. - Draft and review Estate Plan documents. - Perform legal... research, prepare for and participate in administrative hearings or other legal proceedings, and provide general counsel under the supervisi...
Title: Legal Administrative Assistant Job Responsibilities: - Draft, edit, and format legal documents, correspondence, and filings. - Manage attorney calendars, schedule meetings, and track deadlines. - Organize, update, and maintain electronic and physical case files. - Assist with court filings and document preparation. - Communicate professionally...
Title: Intake & Events Coordinator Job Responsibilities: - Plan, coordinate, and execute firm-hosted events including educational seminars, client appreciation gatherings, webinars, and professional networking events. - Answer and direct incoming phone calls as part of the administrative team, providing friendly and professional assistance...
gathering financial records, verifying assets and income, and identifying spend-down or planning needs. - Complete, submit, and... track Medicaid applications for institutional (nursing home) and Medicaid programs. - Coordinate with attorneys on Medicaid planning strategies, including asset protection... trusts, spousal refusal, penal...
Title: Client Engagement Specialist - Inside Sales Job Responsibilities: The primary role of the Client Engagement Specialist at the law firm is to act as the first point of contact for clients, providing a compassionate and professional experience during their initial interactions....
Title: Intake Specialist Job Responsibilities: - Maintain and update the customer database to ensure that information on prospective and past clients is current. - Funnel new qualified leads into the sales pipeline by following up with each prospect through various communication methods such...
Title: Intake & Events Coordinator Job Responsibilities: - Plan, coordinate, and execute firm-hosted events such as educational seminars, client appreciation gatherings, webinars, and professional networking events. - Answer and direct incoming phone calls as part of the administrative team, providing friendly and professional...
Job Title: Estate Administration Paralegal Job Responsibilities: The Estate... Administration Paralegal at the... executing a variety of estate administration functions. The role... includes drafting estate planning and administration documents,... preparing deeds and real estate documents. Key responsibilities involve: -... Preparing probate and administration...
years of experience in estate planning, probate, and elder... matters related to wills, trusts, estate administration, and guardianships, with... direct client contact and significant responsibility. Medicaid planning experience is a ... and review estate planning documents tailored to... clients'... need...