Title: Trust & Estates Paralegal - (Hybrid Schedule) Job Responsibilities: The Trusts & Estates Paralegal at the law firm is responsible for providing legal and general support to the firm's attorneys and clients, specifically within the wealth preservation practice group. Key responsibilities...
Title: Estate Administration Attorney Job Responsibilities: - Oversee and manage the full range of estate administration tasks, including probate, trust administration, and asset distribution. - Provide expert legal advice to clients regarding the probate process, estate planning, trust administration, and estate tax. - Draft...
Title: Trusts & Estates Attorney (4-6 yrs) Job Responsibilities: The Trusts & Estates Attorney will be part of the Trusts & Estates Practice Group, which provides comprehensive advice to both corporate and individual clients. The key responsibilities include: - Succession planning: Assisting clients...
Title: Staff Attorney Job Responsibilities: The Staff Attorney will be a part of the Capital Region Senior Legal Services Program and the City of Albany Simple Wills Project. The primary responsibilities include: - Providing legal advice, assistance, outreach, and community legal education to...
Title: Trust and Estates Attorney Job Responsibilities: - Draft, review, and finalize estate planning documents, including wills, trusts, powers of attorney, and healthcare proxies. - Provide legal advice and oversee probate and trust administration, including preparing court filings, inventories, and...
Title Staff Attorney Job Responsibilities - Oversee the processing of all estate transactions, including testamentary gifts, trusts, endowments, or special gifts where the Eastern Territory is named beneficiary, requiring corporate action with the advice and consent of the General Counsel...
Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
Title: Domestic Estate Planning Associate Job Responsibilities: The Domestic Estate Planning Associate will join the Private Client and Tax team at the law firm. The primary responsibilities of this role include: - Handling a comprehensive range of private client practices, trust, and estate...
Title Trusts & Estates Attorney (4-6 yrs) Job Responsibilities The Trusts & Estates Attorney will be responsible for providing legal advice to both corporate and individual clients in matters related to succession planning, tax planning, estate planning, estate and trust administration,...
Title: Trusts & Estates Attorney (4-6 yrs) Job Responsibilities: The Trusts & Estates Attorney will be responsible for providing legal advice and services to both corporate and individual clients in the areas of succession planning, tax planning, estate planning, estate and trust...
Title Associate Attorney - Trusts & Estates Job Responsibilities - Drafting and reviewing sophisticated estate planning documents, including Wills and Trusts - Handling estate and trust administration matters from inception through completion - Managing probate proceedings and Surrogate’s Court filings...
firm is seeking a dedicated and detail-oriented full-time paralegal to join our Trusts & Estates department. The role involves preparing, reviewing, and interpreting estate planning documents such as Wills and Trusts to effectively determine the course of action required to...
Title: **Members Only** Wealth Planner Job Responsibilities: The **Members Only** Wealth Planner collaborates closely with Private Bankers and other team members within the Private Client Product Services group to develop, deliver, and implement customized wealth structuring services. These services include proactive estate...
Title Paralegal - Trusts and Estates Job Responsibilities The Paralegal in the Trusts and Estates department at the law firm is responsible for a variety of tasks related to the preparation and management of legal documents and processes. Key responsibilities include: - Preparing legal...
Title: Estate Planning Attorney Job Responsibilities: - Serve as a Counselor: Engage with current and prospective clients to discuss significant life challenges and legal needs. - Educate Clients: Simplify and explain complex legal concepts in a manner that is easy for clients to...
Title: Agency Attorney Job Responsibilities: The Agency Attorney at the **Members Only** plays a crucial role in the Legal unit, handling various legal issues related to CPLR Article 78 proceedings, pensions and benefits, Employment Law, Family Law (including Domestic Relations Orders, Income Execution...
Title: Estates Legal Assistant Job Responsibilities: - Assist in preparing and filing New York (NY) and New Jersey (NJ) Estate documents in surrogate’s courts. - Draft various legal documents including Petitions/Applications for Appointment, Letters of Administration, Adequacy Orders, Wrongful Death Compromises, Family settlement...
Title: Senior Associate - Trusts & Estates Job Responsibilities: - Draft and refine complex estate planning instruments, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents. - Guide clients and fiduciaries through the full lifecycle of estate...
Title: Senior Manager, Internal Communications and Change Management Job Responsibilities: The Senior Manager, Internal Communications and Change will play a pivotal role in developing and implementing the law firm's internal communications strategy. This position involves crafting and coordinating impactful messages, campaigns, and...
Title: Legal Assistant/Paralegal Job Responsibilities: - Answer incoming calls and route messages appropriately - Schedule client appointments, document signings, and real estate closings - Draft letters, forms, and legal documents under attorney supervision - Organize and maintain digital and physical case files - Greet clients and...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will engage in a variety of tasks to support the legal needs of clients in the area of wills and estates. Responsibilities include: - Meeting and consulting with clients to understand their needs and provide...
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Title: Trust & Estate Attorney Job Responsibilities: The Trust & Estate Attorney will be responsible for working with clients to identify and meet their unique needs through customized estate planning. This includes designing wills, trusts, beneficiary designations, and other essential documents to...
Title: Trust & Estate Attorney (Several Openings) Job Responsibilities: - Work with clients to identify their unique needs and create plans that meet those needs. - Design wills, trusts, beneficiary designations, and other documents needed to transfer and protect assets....
Title: Attorney - Estate Planning and Elder Law Job Responsibilities: As an Estate Planning and Elder Law Attorney at the law firm, you will be entrusted with managing client matters from inception to completion. This includes conducting consultations, design meetings, strategy...
Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal at the law firm will be responsible for managing multiple estate planning and estate administration files from inception to completion. This role requires the candidate to utilize the firm's proven systems, checklists,...
Available: Staff Attorney Job Title: Staff Attorney Job Responsibilities: The Staff Attorney at the organization will lead the development and implementation of the Trans Family Stabilization Program, funded by the New York State Department of Health’s AIDS Institute. The primary responsibilities include providing comprehensive,...
Title: Legal Assistant Job Responsibilities: - Handle telephone calls and scheduling for the estate planning and elder law practice. - Answer questions from clients and assist them with their everyday needs in a productive and timely manner. - Adapt, work independently, and support families...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm will be responsible for managing estate administration matters for both taxable and non-taxable estates. Key responsibilities include: - Interacting with a wide variety...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm is responsible for assisting multiple attorneys in estate administration matters, including both taxable and non-taxable estates. Key responsibilities include: - Interacting with a...
Title: Paralegal - Trusts and Estates Job Responsibilities: The position involves working on estate administration matters for both taxable and non-taxable estates. Key responsibilities include: - Interacting with a wide variety of clients in person, on the phone, via email, and video conferencing. -...
Title: Paralegal - Trusts and Estates Job Responsibilities: A Paralegal in the Trusts and Estates Department at the law firm is responsible for a range of duties that support the administration of both taxable and non-taxable estates. The primary responsibilities of this...
Title: Paralegal - Trusts and Estates Job Responsibilities: - Work on estate administration matters for both taxable and non-taxable estates. - Interact with a wide variety of clients in person, on the phone, via email, and video conferencing. - Draft, edit, and review probate...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm will be responsible for a variety of tasks related to estate administration for both taxable and non-taxable estates. Key responsibilities include: - Interacting...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Trusts & Estates Team at the law firm is seeking a Paralegal to assist multiple attorneys in estate administration matters for both taxable and non-taxable estates. The responsibilities of this role include: • Interacting...
Title: Paralegal, Private Wealth Job Responsibilities: The Paralegal, Private Wealth is tasked with supporting the Private Wealth lawyers in various administrative and legal functions related to client estates, estate planning, and trust accounting. The essential duties and responsibilities include: - Administering estates by...
Title: Estate Administration Paralegal Job Responsibilities: - Provide exceptional support to attorneys and clients in the trust and estates practice area. - Prepare New Jersey inheritance tax returns and federal estate and gift tax returns. - Manage trust accountings and oversee estate administration tasks. -...
Title: Fiduciary Accountant Job Responsibilities: - Preparation of fiduciary income tax returns and maintenance of accounts and records for various estates and trusts. - Preparation of estate and gift tax returns. - Preparation of private foundation returns. - Preparation of estate and gift tax calculations...
Title: Estate Administration Senior Associate Attorney Job Responsibilities: - Handle all aspects of probate and estate administration, including the preparation and filing of petitions, inventories, fiduciary accountings, notices, waivers, and related documents for the Surrogate’s Court. - Coordinate and communicate effectively with executors,...
Title: Legal Trust & Estates Administrative Assistant Job Responsibilities: The Legal Trust & Estates Administrative Assistant at the law firm is responsible for a variety of administrative tasks that support attorneys and paralegals. Key responsibilities include: - Creating, revising, and formatting legal documents,...
Title: Experienced Paralegal Job Responsibilities: - Conduct legal research to support attorneys in probate and trust administration cases. - Review and edit documents, including wills, trusts, and powers of attorney, under attorney supervision. - Manage and organize client files and maintain the confidentiality of...
Title: Assistant County Attorney - Family Court and Social Services Bureau Job Responsibilities: The Assistant County Attorney will be responsible for handling legal issues related to the operation of County government within the Family Court and Social Services Bureau. The role involves...
OverviewA law firm seeks a dedicated Trusts and Estates Attorney in Schenectady, NY. The ideal candidate will manage a variety of trusts, estate, and elder law matters, working closely with clients to draft essential documents and provide counsel on complex...