Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that significantly impact the Company's operations, strategies, or profitability. - Provide...
Title: Experienced Family Law Attorney Job Responsibilities: - Assist in providing competent legal advice to family law clients under the guidance of senior attorneys, including participation in hearings, settlement negotiations, and mediations. - Support and gradually take ownership of various phases of litigation,...
Title: Probate Paralegal Job Responsibilities: The Probate Paralegal will collaborate with multiple attorneys and staff to manage all phases of probate, guardianship, and trust administration from start to finish. The role requires handling complex legal matters with the following key responsibilities: - Prepare...
- Administer and provide fiduciary advice and oversight for... Manage a portfolio of accounts with varying levels of complexity and asset sizes. - Understand and interpret financial and estate planning strategies, as well as legal and fiduciary documents, to offe...
Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will undertake several critical responsibilities to support the Trust Services business within the Wealth and Investment Management sector. These responsibilities include: - Leading complex...
will contests, trust disputes, fiduciary duty and accounting claims,... contested guardianships, partition actions, and related real estate disputes. - Conduct thorough legal research and case analysis using tools such as LexisNexis and Westlaw. - Draft and file pleadings, motions, briefs, discovery requests,...
Title: Probate and Estate Planning Paralegal Job Responsibilities: - Assist attorneys with the preparation of estate planning documents, including wills, trusts, powers of attorney, and advance directives. - Prepare and file probate and estate administration documents with the Clerk of Court, including petitions,...
Title: Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is tasked with delivering comprehensive legal services in estate planning, estate law, probate, estate administration, and business succession planning. Key responsibilities include: - Developing customized estate planning strategies that cater to the unique...
Title: Attorney - Estate Planning & Administration Job Responsibilities: - Represent clients in matters related to estate, charitable, business succession, and estate/gift tax planning. - Provide support to fiduciaries in trust, estate, and probate administration. - Assist with the development and refinement of firm...
Title: Estate & Trust Administration Paralegal Job Responsibilities: - Assist attorneys and collaborate with estate planning paralegal(s) to promptly complete estate and trust (and some guardianship) administration. - Draft trust documents to manage trust assets and complete necessary paperwork, filing when applicable. - Draft...
Title: Estate & Trust Administration Paralegal Job Responsibilities: - Assist attorneys and collaborate with estate planning paralegal(s) to promptly complete estate and trust administration, including some guardianship cases. - Draft trust documents to manage trust assets and complete necessary paperwork; file documents when...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Lead the Default team as technology-enabled tax advisors, emphasizing benefits through digitization, automation, and increased efficiencies. - Set the strategic direction for the Default team and lead business development efforts, making impactful decisions...
including land-use, construction, real property, estates and fiduciary matters, and complex business... cases. - Stay updated on relevant laws and regulations to ensure compliance and provide accurate legal advice. - Assist clients with various legal issues ensuring clear communication and understanding. - Par...
Title: Paralegal - Estate & Wealth Planning Job Responsibilities: The Estate & Wealth Planning Paralegal at the law firm is responsible for a variety of tasks that are crucial to the administration of estates and the preparation of related legal documents. Key...
Title: Legal Practice Assistant - Wealth, Trust, & Estate Planning Job Responsibilities: The Legal Practice Assistant is responsible for providing administrative support to the Wealth, Trust & Estate Planning team at a law firm. Key duties include: - Opening files and managing document...
Title: Wealth, Trust & Estate Planning Associate Job Responsibilities: - Join the Wealth, Trust & Estate Planning group at the law firm, one of the East Coast’s largest and most experienced private wealth practices. - Draft wills, trusts, and other related legal documents. -...
Title: Trusts and Estates Administrative Assistant Job Responsibilities: The Trusts and Estates Administrative Assistant will be responsible for supporting attorneys and paralegals within the Trusts and Estates Practice Group. This includes tasks such as creating, proofing, editing, revising, and printing correspondence, memoranda,...
Title: Estate Administration Paralegal Job Responsibilities: The Estate Administration Paralegal will be responsible for assisting attorneys in the administration of estates, trusts, and guardianships. This includes the following duties: - Drafting correspondence and legal documents. - Preparing inventories, accountings, and other probate documents. - Conferring...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts & Estates Paralegal at the law firm will operate under the supervision of attorneys within the Corporate Department. The role encompasses providing support for various corporate and commercial transactions, ensuring a high...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts & Estates Paralegal at the law firm will be responsible for supporting attorneys in the Corporate Department by providing assistance in corporate and commercial transactions. Key responsibilities include: - Managing daily trust administration...
Title: Trust & Estates Paralegal Job Responsibilities: - Meet with clients, trustees, and family members to discuss estate plans and communicate with beneficiaries to ensure their understanding and compliance with the estate planning process. - Draft both standard and complex estate planning documents,...
Details Job Title: Paralegal Position Type: Full Time Education Level: 4 Year Degree Description Summary: A paralegal specializing in trusts, estates, and tax provides essential support to attorneys and CPAs by assisting clients with legal services related to wills, estate planning, and taxes. In this role,...
Job Title: Trusts & Estate Associate Attorney - 1-3 years Experience - Asheville, NC H1: Join Our Team at the Van Winkle Law Firm - Trusts & Estate Associate Attorney Position Available H2: About Us: **Members Only** **Members Only**,...
Title: Tax & Estate Planning Attorney Job Responsibilities: The Tax & Estate Planning Attorney is responsible for providing comprehensive legal services in the areas of tax and estate planning. This includes advising clients on the development and implementation of estate plans,...
- EPL, Private D&O, Fiduciary Job Responsibilities: - Manage a portfolio... of highly complex Financial Lines claims with significant exposures, requiring specialized technical expertise and coordination. - Verify policy coverage, conduct thorough investigations, and develop resolution strategies in accordance with company protocols. - Authorize...
Title: PWM Wealth Strategist Job Responsibilities: The Wealth Planning and Insurance Strategist (WPIS) is tasked with collaborating with the Wealth Management Advisor to initiate and develop new client relationships with individuals possessing a net worth of $3MM or more, integrating them...
Title: Wealth Management Tax Services Manager Job Responsibilities: - Manage client service accounts and lead engagement workstreams with a focus on technology-enabled tax advisory services. - Supervise, develop, and coach teams to ensure delivery of exceptional outcomes. - Independently tackle and resolve complex problems...
Title . Private Bank - Wealth Advisor - Executive Director Job Responsibilities - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the company to serve a current or future fiduciary capacity. - Act as......
Title: Assistant General Counsel Job Responsibilities: - Act as a subject matter expert to provide business leaders with legal advice on issues affecting the company's non-depositary limited purpose trust company, which offers trust administration, corporate trustee, and investment management services to ultra-high...
Title: Attorney – Litigation Associate Job Responsibilities: As an Entry-Level Litigation Attorney at the law firm, you will be engaged in developing your litigation skills while managing a diverse caseload. Your responsibilities will span all phases of litigation from case inception through...
Title: Attorney - Estate and Trust Job Responsibilities: As an attorney at the law firm, you will play a crucial role in making estate planning accessible and understandable for clients. Your primary responsibilities include: - Delivering educational presentations to demystify how clients' estate...
Title: Estate & Trust Administration Paralegal Job Responsibilities: - **Client Interaction**: Serve as the primary point of contact for clients, beneficiaries, and other stakeholders. Provide compassionate and professional support throughout the estate administration process. - **Case Management**: Review and manage your calendar, task...
Title: Real Estate Associate Attorney Job Responsibilities: The Real Estate Associate Attorney will work in a team-oriented environment within the law firm. The role is characterized by a fast-paced yet enjoyable atmosphere, where hard work, mutual support, and excellence are key. The...
Experienced Estate Planning Attorney – **Members Only** **Members Only** is a law firm with 6 offices across North Carolina and South Carolina, and is seeking an experienced Estate Planning Attorney for their new office in Belmont, North Carolina. The Attorney will...
Title: Estate Planning Attorney in Charlotte, North Carolina Experience: 1-2 years in Estate Planning related matters Salary: Competitive salary and benefits package Responsibilities: - Advise clients on estate planning matters, including wills, trusts, powers of attorney,...
Title: Director Trust and Estate Tax Job Responsibilities: - Serve as the primary resource for tax issues related to existing Wealth clients, bringing proactive thought leadership and insight to the field regarding tax strategies and tax law changes impacting current clients. - Work...
Title: Paralegal Job Responsibilities: The Paralegal at the law firm is expected to participate as a team member and assist attorneys with a variety of legal and litigation duties. The role also involves supporting technology professionals in their efforts to assist the...
Title: Paralegal Job Responsibilities: This position involves participating as a team member and assisting attorneys with various legal and litigation duties. The paralegal will also assist technology professionals in supporting the law firm's clients. Key responsibilities include: - Drafting and reviewing legal documents...
Firm Seeks Experienced Estate Administration/Probate Paralegal in Winston-Salem, NC **Members Only** is a reputable mid-size law firm located in Winston-Salem, NC. We are currently seeking an experienced estate administration/probate paralegal to join our team. This is a great opportunity for...
Title: Trusts and Estates Legal Administrative Assistant Job Responsibilities: The Trusts and Estates Legal Administrative Assistant will be responsible for providing support to attorneys and paralegals within the Trusts and Estates Practice Group. Key duties include: - Creating, proofing, editing, revising, and printing...
OverviewA law firm seeks a seasoned Trusts and Estates Attorney for its Raleigh, NC office to counsel high-net-worth individuals, families, corporate fiduciaries, and private companies on sophisticated wealth-preservation, estate-planning, and business succession matters. The ideal candidate will possess advanced technical...