and filing pleadings, inventories, fiduciary accountings, and estate tax... returns (such as Forms 706, 709, etc.). - Assist with the preparation, organization, and maintenance of legal documents related to wills, trusts, powers of attorney, healthcare directives, and other estate planning instruments. -...
Title: Tampa Private Wealth Services Associate Job Responsibilities: The role of the Tampa Private Wealth Services Associate involves handling legal matters related to trusts and estates litigation. The successful candidate will engage with a variety of clients including individuals, families, charities, and...
Title: Immigration Case Manager/Paralegal Job Responsibilities: Case Manager Duties: - Oversee case management from intake to resolution, ensuring deadlines and milestones are met. - Coordinate with staff to gather documents, evidence, and case information. - Maintain organized and up-to-date case files, both digital and physical. -...
Title: Paralegal Corporate Job Responsibilities: The Corporate Paralegal will work closely with attorneys on moderate to complex corporate legal matters and support special projects. Key responsibilities include: - Managing a large volume of entity formations and state corporate filings, primarily in Florida...
Title: Paralegal Corporate Job Responsibilities: The Corporate Paralegal at the law firm is responsible for providing legal support and paralegal services across a wide range of corporate matters. The position involves working with attorneys on moderate to complex corporate legal matters...
Title: Paralegal Corporate Job Responsibilities: The Corporate Paralegal at the law firm will provide essential legal support and paralegal services across a variety of corporate matters. The primary responsibilities include: - Managing a significant volume of entity formations and state corporate filings,...
Title: Paralegal - Senior Advocacy Unit (Full-Time) Job Responsibilities: The Paralegal position within the Senior Advocacy Unit at the organization involves a range of responsibilities under the supervision of attorneys. The primary duties include: - Interviewing new and continuing service...
Title: Legal Assistant/Paralegal Job Responsibilities: The Legal Assistant/Paralegal will work within a small estate planning law firm, providing support in the areas of estate planning and probate. The primary responsibilities include assisting counsel in all stages of probate, managing projects with...
Title: Probate & Trust Administration Paralegal Job Responsibilities: - Provide exceptional service to clients, ensuring a seamless and positive experience throughout the probate process. - Regularly and effectively communicate with clients to guide them through the probate process. - Work closely with the supervising...
Job Title: Regional Fiduciary Officer Job Responsibilities: The... responsibility of the Regional Fiduciary Officer is to provide... centralized units on technical fiduciary issues, supporting sales efforts... administration processes across a fiduciary book of accounts within... with the exercise of fiduciary discretion and reviewing n......
Job Title: Wealth Fiduciary Account Opening Advisor Job Responsibilities: -... aspects of onboarding new fiduciary business, which includes the... production and acceptance of account paperwork, coding on the SEI/Trust 3000 platform, and setup of statements and fees. - Analyze trust documents to extract...
Responsibilities: - Administer and provide fiduciary advice and oversight for... accounts. - Manage a portfolio of accounts with varying levels of complexity and asset size. - Understand and interpret legal and fiduciary documents, utilizing financial and... estate planning strategies to deliver fiduciary adv...
Title: Paralegal – Medicaid Planning, Probate, and Estate Administration Job Responsibilities: The role of Paralegal in Medicaid Planning, Probate, and Estate Administration involves several key responsibilities aimed at supporting clients and attorneys through complex legal processes. The primary duties include organizing files,...
Title: Legal Assistant/Paralegal Job Responsibilities: The Legal Assistant/Paralegal will play a critical role in supporting the attorneys at our law firm. The primary responsibilities include providing executive administrative support to attorneys, which involves managing calendars, scheduling appointments, and coordinating meetings. The candidate...
Title: Probate and Estate Planning Paralegal Job Responsibilities: The Probate and Estate Planning Paralegal will be responsible for assisting attorneys in managing probate cases and estate planning matters. This includes drafting legal pleadings, conducting legal research, maintaining case files, preparing case status...
Title: Trusts, Estates, and Private Wealth Legal Assistant/Paralegal Job Responsibilities: - Organizing, tracking, and maintaining original documents and electronic files in a document management system - Scheduling meetings, managing deadlines, and maintaining attorney calendars - Handling administrative operations such as trust deposits, check requests,...
Title: Trusts – Estates Paralegal Job Responsibilities: - Deliver Excellence: Ensure outstanding client experiences with excellent communication, timely updates, and comprehensive support. - Organize and Manage: Maintain organized and accessible documents and records for efficiency and security. - Coordinate and Draft: Schedule appointments, draft...
and Estates Legal Assistant Job Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Assistant is tasked with managing, producing, and processing both administrative and client-specific information to ensure that the law firm meets its business and client service objectives....
Title: Experienced Estate Planning Paralegal Job Responsibilities: The role of an Experienced Estate Planning Paralegal at the law firm entails a variety of responsibilities designed to support the legal team and provide exceptional service to clients. Key duties include: - Legal Document Drafting...
Title: Paralegal, Litigation and Probate Job Responsibilities: The paralegal in the litigation and probate department at the law firm will be responsible for a variety of tasks that support attorneys in their legal practice. Key responsibilities include: - Assisting attorneys in the preparation...
Title: Probate Paralegal Job Overview: The law firm is seeking a skilled, detail-oriented, and client-focused Probate Paralegal to join the legal team. This role involves providing essential support to attorneys and assisting in various legal tasks. It is an excellent opportunity for...
Title: Probate Paralegal Job Responsibilities: The Probate Paralegal will provide essential support to attorneys and assist in various legal tasks related to probate law. Key responsibilities include: - Conducting legal research and gathering relevant information for cases. - Drafting legal documents pertinent to probate...
Title: Legal Assistant Job Responsibilities: The legal assistant at the law firm will be responsible for a variety of duties that support the attorneys and ensure smooth operation of the office. Key responsibilities include: - Providing excellent customer service and handling phone intakes. -...
Title: Legal Assistant Job Responsibilities: The legal assistant at the law firm will be expected to perform a variety of responsibilities that are crucial to the smooth operation of legal proceedings and client management. Key duties include: - Providing customer service and conducting...
Key Private Bank Sr Fiduciary Strategist Job Responsibilities: The Sr Fiduciary... Strategist at the company... is tasked with fulfilling fiduciary responsibilities by providing expert... trust administration and counsel to high-net-worth clients and their beneficiaries. The role requires effective collaboration within the relationship...
Title: Portfolio Manager III Job Responsibilities: - Work with complex High Net Worth Investors to create customized investment strategies. - Understand strategic investment objectives, spending policy needs, and unique client/prospect goals to provide guidance and develop, implement, and manage investments. - Manage customized client...
Title: Portfolio Manager III Job Responsibilities: The Portfolio Manager III is tasked with working closely with complex High Net Worth Investors to develop customized investment strategies. Key responsibilities include: - Understanding strategic investment objectives, spending policy needs, and unique client/prospect goals to...
Title: Receptionist/Legal Assistant Job Responsibilities: - Draft and prepare legal documents, including pleadings, motions, discovery, and correspondence - Manage client files and maintain accurate case documentation - Communicate with clients, medical providers, and court personnel - Schedule appointments, court dates, and deadlines - Assist in trial...
Title: Probate, Trust, Estate Planning Paralegal Job Responsibilities: - Management of the probate estate and guardianship process and procedures. - Prepare trust, estate, and guardianship accountings with a high level of accuracy. - Prepare estate planning documents. - Prepare attorney for hearings. - Calendar management of...
law firm, a boutique law practice based in Orlando, Florida, is dedicated to providing highly personalized legal services in estate planning, probate, and guardianship. Led by an experienced attorney with over 20 years of experience, the firm assists clients in...
Title: Legal Assistant Job Responsibilities: - Conduct client intake, collect essential information, and facilitate a smooth onboarding experience as clients transition from prospective to active. - Review and manage client files throughout the case to ensure documents and information are complete and organized. -...
Title: Legal Assistant Job Responsibilities: - Conduct client intake, collect essential information, and ensure a smooth and welcoming onboarding experience as clients transition from prospective to active. - Review and manage client files throughout the case to ensure documents and information are complete...
OverviewA law firm seeks highly qualified and motivated partner level attorneys for its core practice areas, including Probate, in Tallahassee, FL. The firm values individuals who excel in a collaborative and dynamic team environment, are committed to delivering exceptional client...