Title: Trust & Estates Legal Assistant Job Responsibilities: As a Trust & Estates Legal Assistant, you will play a crucial role in supporting attorneys in the management of wills, trusts, and estate law matters. Your responsibilities will include: - Legal Administrative Tasks: You...
Title: Legal Assistant - Paralegal Job Responsibilities: 1. Secretarial/Administrative Tasks: - Ordering office supplies. - Scanning and properly titling documents. - Printing stamps and labels for mailings. - Calendaring Fair Hearing/Court Notices. 2. Estate Planning: - Drafting legal documents such as Power of...
Secretary Job Overview We are seeking an experienced Legal Secretary with more than 5 years of extensive experience in real estate and trust and estates to join our dynamic legal team. The ideal candidate will possess a strong understanding of various areas...
Title: Senior Law Project Director Job Responsibilities: - Oversee the daily activities of the Senior Law Project, including supervising staff attorneys by managing their duties, schedules, and work output. - Evaluate staff performance both formally and informally, providing regular feedback. - Monitor intakes and...
Title: Sr. Closing Officer or Lead Closing Officer - Healthcare Group (HCG) and Institutional Real Estate (IRE) Job Responsibilities: Senior Closing Officer: - Independently manage and maintain an active closing portfolio of moderate to highly complex loan transactions. - Proficiently understand, analyze, and negotiate...
Title: Sr. Closing Officer or Lead Closing Officer - Healthcare Group (HCG) and Institutional Real Estate (IRE) Job Responsibilities: - Independently manage and maintain an active closing portfolio with complex loan transactions. - Proficiently understand, analyze, and negotiate legal documents and loan closing...
Title: Family Wealth Office Director Job Responsibilities: The Family Wealth Office Director is tasked with serving as the senior advisor for Ultra High Net Worth (UHNW) families, those with a net worth exceeding $25 million. This role is pivotal as the primary...
Title: Family Wealth Office Director Job Responsibilities: The Family Wealth Office Director is a senior advisory role focused on serving Ultra High Net Worth (UHNW) families with a net worth exceeding $25 million. The primary responsibilities include: - Acting as the main point...
estate administration process. Key responsibilities include: - Preparing and filing administration petitions, probate petitions, and all ancillary documents required for New York State Surrogate’s Court filings. - Managing files proactively from inception through securing fiduciary letters. This involves communicating... effectively with...
Title: Part-time Paralegal Job Responsibilities: The Part-time Paralegal will support the Trusts and Estates practice group within the law firm. This role is essential for enhancing attorney efficiency by managing information and assisting in the delivery of legal services, including...
Title: Paralegal Estate Planning and Administration Job Responsibilities: Estate Administration: - Prepare and file probate and administration petitions, notices, and supporting documents with the Surrogate’s Court. - Communicate professionally with clients, beneficiaries, court personnel, and other stakeholders. - Assist with inventorying and valuing estate assets,...
Title: Paralegal Job Responsibilities: The Paralegal will be responsible for managing the client workflow process within the law firm's Trusts & Estates department. Key duties include drafting, editing, proof-reading, and finalizing court filings, as well as uploading these filings to the New...
Title: Trust & Estates Fiduciary Accountant/T&E Legal Assistant Job Responsibilities: The... Trust & Estates Fiduciary Accountant/T&E Legal Assistant will... play a vital role in supporting a dynamic Trusts and Estates legal practice. The candidate will be responsible for the preparation of both...
Title: Paralegal Job Responsibilities: Probate Law Responsibilities Estate Planning - Assist clients in clarifying estate planning wishes and drafting key documents, including Trusts, LLCs, Wills, and Deeds. - Collaborate with attorneys in consultation and design meetings. - Act as a witness during document execution and coordinate...
Title: Medicaid, Probate or Trust Administration Paralegal Job Responsibilities: The Medicaid and Probate/Trust Administration Paralegal at the law firm is tasked with several key responsibilities essential to the smooth operation of the department. The candidate will: - Draft and explain estate planning documents,...
Title: Paralegal - Probate and Administration Job Responsibilities: - Provide excellent client service, ensuring that client needs are met with professionalism and efficiency. - Prepare and draft legal documents such as wills, pleadings, motions, petitions, guardianship applications, and power of...
Title: Experienced Legal Assistant - Paralegal Job Responsibilities: - Handle administrative tasks and office correspondence, including answering phone calls and emails, communicating with opposing attorney offices, taking dictation, and informing the team of upcoming deadlines. - Use daily time records...
Title: Legal Assistant - Trust & Estates Job Responsibilities: - Manage calendars, schedule meetings, and arrange meeting logistics. - Create, maintain, and organize electronic files. - Prepare transmittal cover letters and client emails. - Save, print, and file document submissions. - Help project track status expirations...
Title: Manager of Tax Services Job Responsibilities: - Manage and review trust, estate, and gift tax returns (Forms 1041, 706, 709, etc.) to ensure compliance with federal and state tax regulations. - Provide strategic tax planning and advisory services to...
Title: Tax Manager, Private Client Advisors (Estate, Gift, and Trust) Job Responsibilities: - Perform technical reviews of tax returns for high-net-worth individuals, focusing primarily on their personal income tax returns as well as their closely held businesses (pass-through entities), trust, estate, and...
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...
Manager - FSO - Fiduciary Trust & Estate Tax... Administration Services Experience: 8+ years of fiduciary/court accounting experience Location: New... York (other locations available) Salary: Competitive, ranging from $102,100 to $187,000 a Tax Manager for Fiduciary Trust & Estate Tax......
Manager - FSO - Fiduciary Trust and Estate Tax... review of complex trust & estate fiduciary accountings; managing client relationships;... business development; supervision, training, and development of staff; recruiting; maximizing operating efficiency; and maintaining profitability. Ensure compliance with all...
Senior - FSO - Fiduciary Trust & Estate Tax... complex trust & estate fiduciary accountings, managing client relationships,... maximizing operating efficiency, and maintaining profitability. Ensure compliance with all in-house processes and procedures and when requested, assist with special projects. Research...
Private Clients Paralegal Law firm is looking for a Private Clients Paralegal to join their team in New York. The Private Clients Paralegal will provide support to the . private clients lawyers in all aspects of trust and estate...
Senior Staff Attorney - Private Clients ## Overview Law Firm's private clients practice helps clients protect and administer family wealth, and plan for the transmission of wealth to family members and charities, with sophisticated but practical tax advice...
and family offices on fiduciary structures, tax, governance, and... succession matters Assist in the creation of wills and establishment of trusts and other wealth holding structures Advise on residency relocation planning for wealthy international families Analyze complex...
Firm Seeking Experienced Trust and Estate Administration Paralegal H1: Trust and Estate Administration Paralegal - Join Our Team at Law Firm H2: Responsibilities and Qualifications We are currently seeking a Trust and Estate Administration Paralegal with at least...
Title: Associate - Trusts and Estates Job Responsibilities: - Provide legal counsel and representation to clients in matters related to estate planning, trust administration, and probate - Draft, review, and finalize a variety of estate planning documents, including wills, trusts, power of attorney,...
Title: Associate - Trusts and Estates Job Responsibilities: - Provide legal counsel and representation to clients in matters related to estate planning, trust administration, and probate. - Draft, review, and finalize a variety of estate planning documents, including wills, trusts, power of attorney,...
Title: Associate - Trusts and Estates Job Responsibilities: - Provide legal counsel and representation to clients in matters related to estate planning, trust administration, and probate. - Draft, review, and finalize estate planning documents, including wills, trusts, powers of attorney, and advance healthcare...
Private Client Department in the New York office. This role offers an opportunity to work on sophisticated estate planning and administration matters for high-net-worth individuals and families, including tax-efficient wealth transfer strategies, charitable planning, and fiduciary representation. The position of......