practice areas such as estate planning, business formation and... counsel, real estate, and administration of estates... and trusts. - Conduct comprehensive legal research utilizing tools like LexisNexis and Westlaw to support case preparation and legal analysis. - Draft and review legal documents...
Title: Sr. Manager, Strategic Account Program Job Responsibilities: - Partner with the Strategic Relationship Lead and client team leaders to drive strategic account plan development and execution, including leading business development initiatives, client engagement strategies, events, and relationship management efforts. - Enable growth,...
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,...
Title Legal Secretary/Paralegal Probate Job Responsibilities The Legal Secretary/Paralegal Probate is responsible for providing comprehensive administrative and legal support in a high-volume probate practice. The key duties include: - Managing and maintaining legal case files using document management systems such...
business owners on advanced estate planning, wealth transfer strategies,... trust administration. - Develop tax-efficient estate and business succession plans,... including trusts, family partnerships, and charitable structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations. -...
Job Title: Trust & Estate Attorney Job Responsibilities: - Create innovative... estate planning solutions tailored to... clients to develop customized estate plans and planning documents... their families are met with a focus on privacy protection, reduction of income, estate, and other t...
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: Legal Assistant/Paralegal Job Responsibilities: The legal assistant/paralegal at the law firm is expected to perform a variety of tasks that require reliability, multitasking, eagerness to learn, and the ability to work well under pressure. The role is situated in a fast-paced...
Job Title: Estate Department Associate Attorney Job Responsibilities: The... primary responsibility of the Estate Department Associate Attorney at... is to support the estate planning and estate administration... include: - Assisting in the preparation and execution of estate planning documents. - Managing estate... administration proce...
Title: Legal Secretary/Paralegal Probate Job Responsibilities: - Manage and maintain legal case files using document management systems such as Lackner and Clio, ensuring accuracy and confidentiality at all times. - Draft, review, proofread, and edit legal documents including probate court filings and pleadings,...
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...
injury, property damage, real estate law, business law, criminal... law, family law, estate planning and administration, and... sports & entertainment. - Draft contracts, discovery, pleadings, and motions. - Make court appearances. - Work closely with the firm managing attorney. -...
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: Medicaid Administrative Assistant Job Responsibilities: - Communicate directly with clients via phone, email, and in person to request and follow up on required documentation. - Collect, organize, and scan client documents, including bank statements and other financial records. - Review bank statements and...
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...
communication to promptly resolve inquiries or issues. - Manage client accounts using CRM tools, tracking interactions, updates, and service requests to ensure seamless client experiences. - Handle inbound and outbound telephone calls, respond to client inquiries, and schedule appointments efficiently. - Coordinate Estate...
Title: Associate Attorney – Estate Planning & Probate (Pennsylvania) Job... Responsibilities: - Draft and review estate planning documents, including wills,... trusts, powers of attorney, and advance needs. - Manage probate and estate administration matters in the... and educational workshops on estate planning and...
areas including personal injury, workers' compensation, social security disability, estates and wills, business, and real estate. - Answer telephones and draft... correspondence to clients, insurance companies, and/or counsel. - Assist with the drafting and reviewing of legal documents and letters. - Investigate...
Title: Legal Assistant Real Estate Job Responsibilities: - Manage concurrent real... estate transaction files. - Order title... property transactions. - Coordinate real estate closings efficiently. - Prepare settlement... clients, realtors, and lenders in a courteous and professional manner. - Type and assemble estate planning and oth...
Title: Private Client Services Senior Associate Job Responsibilities: - 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...
Title: Legal Secretary/Paralegal Job Responsibilities: - Track and manage legal deadlines and court dates, ensuring that all timelines are adhered to and that the attorney is informed of any upcoming obligations. - Request, review, and organize medical records for personal injury cases to...
Title: Paralegal / Legal Assistant / Legal Secretary Job Responsibilities: - Answer telephones and draft correspondence to clients, insurance companies, and/or counsel. - Assist with the drafting and reviewing of legal documents and letters. - Investigate facts, including obtaining witness statements. - Maintain and file...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is responsible for fulfilling the fiduciary obligations of the company by providing advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and...
Title: General Counsel Job Responsibilities: General Counsel - Draft, review, and negotiate contracts and agreements, including internal business, vendor, client, employment, and other agreements. - Advise firm leadership on corporate governance, entity structuring, and risk management. - Provide legal support...
Title: Associate Attorney (Hybrid) Job Responsibilities: The Associate Attorney will play a critical role in a family law firm that specializes in guiding clients through significant life changes with empathy and expertise. The attorney's primary responsibilities will include: - Providing legal advice to...
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...
Job Title: Estate Planning & Administration Attorney Job... in the areas of estate planning and administration. -... on tax implications and strategies related to estate planning. - Administer estates,... including filing necessary legal documents and managing probate processes. - Collaborate wit...
Job Title: Experience Estate Planning Attorney Job Responsibilities: - Serve... to clients seeking personalized estate planning and elder law... expertise and counsel in estate planning matters, including wills,... attorney. - Develop and implement estate plans that align with... clients' goals and legal...
Job Title: Estate Planning Attorney Job Responsibilities: - Craft... tailored legal solutions by drafting wills, trusts, and ancillary documents using firm templates and cutting-edge legal software. - Act as a client champion by reviewing documents with clients, providing clear feedback, and ensuring their...
of tasks from the inception to the completion of Trusts and Estates administration. Key responsibilities include: - Administering Trusts and Estates, including reviewing and drafting necessary Trust and Probate administration documents. - Drafting estate planning documents such as... Wills, Trusts, Powers of...
lending transactions. - Work on matters related to business organization and structure. - Participate in business succession and estate planning. - Involve in business... and commercial litigation. Education and Experience Information: - Recently admitted to the practice of law or about to be admitted. - Ca...
to completion. This includes reviewing and drafting trust and probate administration documents, as well as other related documents. The associate will draft wills, trusts, powers of attorney, health care directives, deeds, beneficiary designation forms, and other estate planning documents. Conducting...
Title: Associate Attorney - Estate Administration Job Responsibilities: - Conduct research... areas of law, including estate and wealth protection planning,... long-term care planning, estate administration, special needs planning,... estate tax planning, litigation (such... debtor-creditor law), corporations, real estate, and gas and oil......
Senior Long Term Care Planning Attorney Job Responsibilities: - Department Leadership:... to the Long-Term Care Planning team, which includes planners,... care coordinators, paralegals, and legal assistants. Ensure the department aligns with the firm's values of Quality, Service, Integrity, and Empathy. - Client Engagement:...
Estates Associate Attorney to join their team. This is an excellent opportunity for a candidate with at least 1 year of experience in estate planning and individual tax... planning, preferably with high-net-worth clients.... The ideal candidate will have strong atten...
the Taxation and Wealth Planning Department at the law... firm. The primary responsibilities include advising nonprofit organizations on tax and corporate matters. The attorney will engage in tasks such as mergers and acquisitions, and other corporate work related to nonprofit...
Attorney role in Malvern, PA with a global infrastructure investor, **Members Only**. Responsible for providing legal guidance throughout the bidding process for public private partnerships (P3) in the areas of finance, design, construction, and facilities management services. Key Responsibilities:...
**Wealth Planning Attorney at Law Firm**... attorney for a wealth planning practice with a heavy... focus on tax/trusts/estates work. The ideal candidate should have 3 - 6 years of experience and strong academic credentials. **Responsibilities** - Estate planning...
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...
PA 15317 Legal Assistant/Paralegal for Estate Law and Elder Law Experience:... paralegal or legal assistant (estate planning or elder law... experience) is a plus but not necessary. Salary: Compensation is based on experience and a competitive benefits package includes 401(k), Paid time off...
TITLE: Legal Assistant/Paralegal - Estate Law and Elder Law... a Legal Assistant/Paralegal in Estate and Elder Law H2:... Assist Attorneys in Estate Law, Elder Law, and... Planning our attorneys in general Estate Law and Elder Law... matters, including Estate Administration/Probate,...
Job Title: Estate Accountant Job Responsibilities: The Estate Accountant... These returns encompass federal estate tax returns, income tax... returns for trusts and estates, Generation-Skipping Transfer tax forms, PA inheritance tax returns, gift tax returns, Form 990s, and tax returns for charitable trusts....
legal matters, focusing on real estate, business, and general estate... issues. The ideal candidate... will possess excellent analytical skills and a commitment to providing strategic legal expert legal advice in estate planning, business formation, real... estate, and estate adminis...