Job Title: Estate Planning - Probate Associate... case file. - Serve as the primary attorney specializing in estate planning and probate matters,... directly engaging with clients to achieve their objectives. - Demonstrate proficiency in estate planning, guardianship, and techniques... for probate avoidance,...
Job Title: Estate Planning Attorney Job Responsibilities: - Provide... legal advice relating to estate planning, tax and transfer... planning, and business succession planning. -... Represent high net-worth individuals... in estate planning matters. - Manage trust... and... estate administration. - Demonstrate business development... experience, including maintaining...
the following areas: - Estate Planning and Trust Administration... - Corporate, Business Transactions, and Mergers & Acquisitions - Litigation, including Civil, Commercial, Probate, Divorce, Personal Injury, or other areas - General Florida Law The role involves: - Engaging in meaningful...
Title: Paralegal Job Responsibilities: - Assist lawyers in the preparation of legal documentation, pleadings, and correspondence, including interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits. - Aid lawyers in trial preparation by organizing exhibits, coordinating witnesses, conducting research on legal...
Responsibilities: - Counsel clients on estate planning, wealth transfer, and... matters. - Draft and implement estate planning documents, including wills,... trusts, and related instruments. - Manage trust and probate administration from inception through completion. - Advise clients on trust funding, asset titling, and administration...
Title: Director of Real Estate & Facilities Job Responsibilities: Strategic Planning... and execute a real estate strategy for the LAC... region that aligns with the company's global and regional business priorities. - Apply strategic thinking to assess portfolio performance, identify opportunities, and recommend...
Title: Legal Secretary Job Responsibilities: - Serve as the first point of contact for existing clients and new clients, ensuring professional and courteous communication. - Manage and maintain legal documents using document management systems such as Smokeball, ensuring accuracy and confidentiality. - Assist attorneys...
Title: Operations Manager Job Responsibilities: - Ensure clients and matters move through the workflow pipeline efficiently and on schedule. - Monitor deadlines, quality of work, and overall operational performance. - Manage and improve firmwide systems, processes, and workflows. - Supervise and lead non-attorney staff and...
Title: Front Desk Call Receptionist (Law Firm) – Independent Contractor Position Overview: The law firm is seeking a professional and reliable Front Desk Call Receptionist to act as the first point of contact. This role is essential for client experience and demands...
clients. - Provide proactive tax planning and advisory support tailored... trusts & estates, partnerships, and pass-through entity owners. - Build and maintain strong client relationships, ensuring a high level of service and responsiveness. - Identify tax-saving opportunities and strategic planning initiatives across...
Job Title: Estate Planning Attorney Job Responsibilities: - Work... families to create thoughtful estate plans - Draft and review... of attorney, and other planning documents - Offer clear, compassionate... guidance on Medicaid and planning strategies - Serve as a... trusted advisor to help clients achieve...
Job Title: Trust & Estate Attorney Job Responsibilities: The Trust &... Estate Attorney will work within... the Trust & Estate Group of the law... needs of clients in estate planning and administration. Responsibilities... include: - Designing customized estate plans, including wills, trusts,... and transfer. - Engaging in estate, income, and...
Job Title: Trust & Estate Attorney Job Responsibilities: The Trust &... Estate Attorney will be responsible... for working with clients to identify their unique needs and creating plans that address those needs. This includes designing wills, trusts, beneficiary designations, and other essential...
attorney. - Assist with Medicaid planning, asset protection strategies, and... long-term care arrangements. - Represent clients in probate proceedings. - Conduct legal research and draft tailored documents to meet client needs. - Stay current with developments in elder law and incorporate best practices into...
Draft basic and advanced estate planning documents, including wills,... powers of attorney, and trust instruments. - Prepare and file probate pleadings, notices, inventories, and accountings. - Assist with trust funding, asset collection, and property transfers. - Maintain case calendars and track critical deadlines. -...
high-net-worth individuals. - Provide estate planning services with a... focus on tax implications. - Manage multiple work assignments simultaneously. - Work under pressure while maintaining attention to detail. - Organize and maintain a structured work environment. Education and Experience Information:...
Title: Probate and Trusts Paralegal Job Responsibilities: The primary responsibilities of the Probate and Trusts Paralegal at the law firm include managing probate and trust administration files from the initial client contact through the completion of the process. This involves preparing...
include: - Handling a caseload with a working knowledge of family law, estate planning, guardianship, and probate. -... Demonstrating compassion, drive, and the ability to be a self-starter capable of multi-tasking. - Engaging in trial activities, as family law and trial experience ar...
support to attorneys in estate planning and the administration... working knowledge of the procedural rules governing estate and trust administrations. - File... pleadings in state court systems, adhering to specific court requirements. - Collaborate with various departments within a mid to large-s...
to supporting attorneys in estate planning and administration. The... key duties include: - Managing the day-to-day schedules of attorneys, which requires a proactive mindset and the ability to anticipate needs. - Creating, editing, and proofreading documents to ensure accuracy and compliance...
be responsible for supporting estate planning attorneys by drafting... legal documents and correspondence with precision and attention to detail. This role involves managing case files using document management systems like Clio to ensure all documents are organized and up-to-date. The...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will be a key member of the General Liability Practice Group at the law firm, focusing on defending against various general liability claims, including medical malpractice, premises liability, HOA, and assisted living/long-term care cases....
Job Title: Trust and Estate Coordinator Job Responsibilities: The Trust and... Estate Coordinator will play a... crucial role in supporting the law firm's Private Wealth Services practice group and Bequest Revenue program. The responsibilities include, but are not limited to, the following: -...
as the primary Wealth Planning expert and resource for... high net worth prospects and client relationships involving complex financial issues and strategies, such as multi-generational trusts, closely held business entities, corporate executives, and private foundations. - Provide professional consulting/advisory services to...
as the primary Wealth Planning expert and resource for... Provide professional consulting and advisory services to clients through the development, delivery, and implementation of a customized wealth plan. - Deliver proactive, high-impact, multi-generational planning solutions tailored to each... client’s unique fa...
and implements complex tax, estate, and financial plans for... clients, collaborating with other planning resources on specific subject... matters and partnering in the acquisition of new clients. - Conducts and reviews research to develop tax, estate, and financial analyses and... plans....
on, and implements tax, estate, and financial plans for... complexity. - Collaborates with other planning resources on specific subject... acquisition of new clients. - Retains, expands, and deepens existing relationships. - Conducts and reviews research as appropriate and develops tax, estate, and financ...
consulting on, and implementing tax, estate, and financial plans for... clients, especially those with the greatest complexity. The role involves collaborating with other planning resources on specific complex... subject matters and partnering in the acquisition of new clients, as well...
Title: Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both...
Job Title: Probate / Estate Planning Paralegal Job Responsibilities: The Probate... / Estate Planning Paralegal plays a... attorney with Guardianship or Estate Planning matters from inception... to conclusion. The paralegal is primarily responsible for ensuring that these matters progress efficiently, while also...
Job Title: Probate/Estate Planning Paralegal Job Responsibilities: As a member... law firm, the Probate/Estate Planning Paralegal plays a crucial... management of probate and estate planning matters. The primary... responsibilities... include: - Acting as a helpful and confident first point of contact for prospective...
Job Title: Estate Planning & Probate Paralegal Job... Responsibilities: The Estate Planning & Probate Paralegal... is responsible for supporting the legal team in the preparation and administration of wills, trusts, and estates. legal documents related to estate planning, including wills and......
to lawyers and other legal professionals. The primary focus is on representing financial institutions in various legal proceedings, including bankruptcy, collections, foreclosure, litigation, and residential real estate or mortgage law. Specific... duties include: - Assisting attorneys in representing clients in c...
Title: Paralegal - Real Estate Job Responsibilities: The Paralegal within the... Real Estate department at the law... and execution of real estate transactions. These core responsibilities... include: - Performing and coordinating due diligence activities, which encompass the review of title commitments, surveys, zoning...
Draft and review sophisticated estate planning documents, including complex... tax-sensitive planning. - Engage in estate and trust administration, client... counseling, and beneficiary communications. - Coordinate with CPAs and financial advisors to ensure comprehensive client service. - Work directly with clients from the onset,...
Title: Paralegal/Case Manager Job Responsibilities: - Assist attorneys in drafting pleadings, discovery, and correspondence. - Manage case files and deadlines to ensure timely progress of cases. - Communicate with clients to keep them updated on their cases, address their questions or concerns, and encourage...
the efficient administration of estates, trusts, and related legal processes. The key responsibilities include: - Drafting and filing probate petitions, notices, estate inventories, accountings, and other... related legal documents with courts and administrative agencies. - Filing documents with the court and monitorin...
Title: Senior Paralegal Job Responsibilities: - Conduct legal research using Westlaw and other legal research tools to support case preparation and strategy. - Assist with document review, drafting legal documents, contracts, and pleadings with precision and attention to detail. - Manage case files through...
Title: Sales Development Representative Job Responsibilities: - Update customer database regularly to ensure the sales team has the most up-to-date client information. - Qualify incoming leads to arrange appointments as quickly as possible, providing an excellent customer service experience. - Record monthly and quarterly...
inbound leads into premium estate planning clients. The role... requires conducting powerful consultative sales calls with executives, professionals, and affluent families, guiding prospects through premium service offerings with clarity and confidence. The representative must maintain an aggressive, disciplined follow-up ca...
Title: Paralegal/Case Manager Job Responsibilities: - Assist attorneys in drafting pleadings, discovery, and correspondence - Manage case files and deadlines - Communicate with clients to ensure they are updated, actively participating in their matters, and have their questions or concerns answered promptly - Conduct legal...
seeks a highly skilled Estate Planning and Probate Attorney... in Florida probate and estate planning law, demonstrating professionalism... in guiding clients through estate planning and probate ... and execute customized estate plans tailored to client... legal counsel on estate plann...