beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
Law Offices is a boutique law firm headquartered in the City of Monterey Park, with a team of 12 attorneys, specializing in family law, estate planning, business law & estate planning. We value our company culture where we collaborate and...
Job Title: Legal Assistant, Probate Specialist Job Responsibilities: - Initiate, maintain,... message throughout the client’s probate journey. - Coordinate with clients... to schedule and confirm all in-person and virtual meetings. - Collect, audit, organize, and prepare documents for all meetings. - Create, edit, and manage...
Title: Trust and Estates Paralegal – Corporate Services Group Job Responsibilities: The Trust and Estates Paralegal supports attorneys throughout the entire legal process with a focus on administering estates, funding trusts, preparing documents, and managing client cases. This role requires meeting or...
Job Title: Probate and Trust Administration Paralegal Job... Responsibilities: The role of a Probate and Trust Administration Paralegal... responsibilities centered around managing probate and trust administration matters.... both summary and formal probate proceedings and ensure these... are filed with the court. - E-file...
Trust & Estates and Probate Paralegal Job Responsibilities: The Trust &... Estates and Probate Paralegal will play a... estate and trust administration, probate proceedings, and associated legal... preparation and filing of probate documents and petitions within... the Probate Court. - Managing the administration......
Title: Litigation Assistant Job Responsibilities: The Probate Litigation Assistant at the... administrative and litigation support to attorneys handling probate litigation, trust and estate... disputes, and general litigation. The main responsibilities include: - Case Management: Perform general management of civil litigation and probate l...
Job Title: Probate Paralegal Job Responsibilities: - Prepare, draft,... and file probate pleadings, petitions, and supporting... Florida e-Filing Portal. - Manage probate case files from opening... through closing. - Calendar deadlines and ensure compliance with court requirements. - Communicate professionally with clients, courts, and third...
Job Title: Probate Attorney Job Responsibilities: - Represent... clients in probate and light litigation/disputed matters.... - Represent acting and successor trustees of family trusts in their trustee duties. - Review and finalize court filings as drafted by staff. - Advocate on...
Title: Estate Planning & Probate Attorney Job Responsibilities: - Develop and... guidance on estate planning, probate, and trust administration matters. -... review sessions. - Provide thorough guidance to paralegals and legal assistants, ensuring accuracy and compliance. - Review legal documents, including wills, trusts, and probate...
representing clients in the Probate and Family Court, focusing... on guardianship, conservatorship, and estate matters under . c. 190B, Article V. Additionally, the associate attorney will represent clients in the District Courts during civil commitment hearings and substituted judgment hearings...
Title: Estate Planning/Probate Attorney Job Responsibilities: The Estate Planning/Probate Attorney at the law firm is responsible for a variety of duties that require a comprehensive understanding of estate law and related legal practices. Key responsibilities include, but are not limited to: - Conducting...
review contracts, deeds, and other real estate documents. - Represent clients in probate proceedings, including will contests... and estate administration. - Manage and facilitate the legal processes involved in the transfer of property ownership. - Conduct legal research and keep up-to-date with...
Title: Paralegal Job Responsibilities: As a Paralegal at the law firm, you will play a crucial role in supporting attorneys in the probate and estate planning areas.... Your main responsibilities will include: - Assisting legal documents pertinent to probate and estate planning matters. -......
Estate Planning, Elder Law, Probate, and Business Law. The... role requires the attorney to handle various legal matters within these domains, providing expert advice and representation to clients. Responsibilities may include drafting legal documents, representing clients in court, and advising...
plan, elder law planning, probate administration, special needs planning,... and tax minimization & complex planning. - Meet with clients to discuss their estate planning needs, goals, and concerns, providing guidance on options such as wills, trusts, power...
Title: Estate Planning and Probate Paralegal Job Responsibilities: - Conduct solid... research and draft documents related to estate planning and probate. - Work with trust and... probate forms, ensuring accuracy and... compliance. - Handle Gift Tax Returns; experience in this area is considered helpful. -...
Title: Legal Secretary - Trusts & Estates Job Responsibilities: The position of Legal Secretary in the Trusts & Estates department involves a range of administrative and practice support tasks dedicated to assisting attorneys with trusts and estates matters. Key responsibilities include: - Providing...
Title: Estate Planning Associate Attorney - Client Education & Business Development Focus Job Responsibilities: The Estate Planning Associate Attorney position at the law firm involves a blend of client education, consultations, business development, and legal responsibilities in estate planning. The role is...
include business, real estate, probate, and litigation. Key responsibilities... include: - Providing new client consultations for 1-3 hours per day. - Working on firm files under the direct supervision of the firm owner and Managing Attorney. - Making in-person appearances for court hearings...
Title: Supervising Attorney (Hybrid) Job Responsibilities: - Supervise, train, and support attorneys, paralegals, and volunteers, ensuring ongoing staff development and conducting weekly case reviews. - Enhance the visibility of the Seniors Unit by engaging with local stakeholders and community organizations. - Identify and facilitate...
healthcare proxies. - Provide legal advice and oversee probate and trust administration, including... preparing court filings, inventories, and accountings. Court appearances as needed. - Assist clients with elder law matters, including Medicaid eligibility, asset protection, and guardianship proceedings. - C...
estate, estate planning, and probate matters. - Communicating effectively with... clients to address their needs and concerns. - Assisting attorneys with case management and preparing legal documentation. - Providing administrative support to ensure efficient operation of the law firm. - Managing and organizing files,...
Title: Paralegal Job Responsibilities: - Maintain organized client files and document management systems - Answer phone calls, screen inquiries, and communicate professionally with clients - Draft basic legal documents under attorney supervision - Schedule appointments and manage the Managing Attorney's calendar - Prepare correspondence and maintain...
business law, estate planning, probate, real estate, and others.... The attorney will be expected to: - Collaborate with a team of attorneys and staff to provide legal services to clients. - Develop and manage their own practice within the firm, with opportunities...
Title: Virtual Paralegal Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines. - Operate independently while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines. - Maintain proactive and professional communication...
TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Boca Raton OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...
Title: Associate Elder Law/Estate Planning Attorney Job Responsibilities: The Associate Elder Law/Estate Planning Attorney at the law firm is responsible for designing, drafting, and implementing estate and elder law plans. This includes strategizing and prosecuting ABD Medicaid and VA Aid & Attendance...
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 & Business Planning Paralegal & Client Care Program Coordinator Job Responsibilities: The role of Estate & Business Planning Paralegal & Client Care Program Coordinator at the law firm involves a combination of traditional paralegal tasks in estate planning and business...
Planning Paralegal Job Title Estate Planning Paralegal Job Responsibilities - Collaborate with attorneys and clients to prepare comprehensive estate plans, including wills, trusts, and powers of attorney. - Gather, review, and organize documents related to real estate, personal property, financial accounts, and other important asset-related...
Title: Senior Legal Secretary Job Responsibilities: The Senior Legal Secretary role involves providing legal secretarial support to attorneys in the Office's LPS/Probate or Litigation and Advisory teams within the organization. The incumbent is responsible for the timely preparation, processing, and filing of...
planning, trust administration, and probate matters. - Respond promptly and... professionally to client emails, calls, and other requests to ensure client satisfaction and effective communication. - Communicate with clients to ensure they have a seamless and pleasant experience with the law firm. -...
include the preparation of probate pleadings, federal estate tax... returns, trust and/or estate accountings, and funding calculations. The role requires a high level of organization and the ability to prioritize tasks effectively. The candidate should be able to work independently...
Title: Estate Planning/Transactional Attorney Contractor Job Responsibilities: - Respond to the law firm within one business day regarding Illinois estate planning or business rules, laws, statutes, regulations, or specific client matters. - Provide guidance on the intricacies and formalities of Illinois estate planning...
their Estate Planning & Probate Group in Seattle, WA.... The ideal candidate will have experience in drafting customized estate planning documents, advising on gift and estate planning for high net worth individuals, and providing guidance on succession customized estate...
Title Attorney/Lawyer Job Responsibilities - Draft wills, trusts, and power of attorney documents tailored to client needs. - Provide legal guidance and solutions within estate planning matters. - Review and refine existing legal documents to ensure compliance and accuracy. -...
Title Tax and Wealth Planning Paralegal Job Responsibilities The Tax and Wealth Planning Paralegal at the reputed firm is responsible for providing comprehensive legal support to attorneys in the department. Key responsibilities include: - Assisting attorneys in the preparation and...
trusts and estates in probate, ensuring that all legal... Prepare, file, and manage probate documents associated with opening... and closing estates, ensuring compliance with relevant legal standards. - Handle the collection and distribution of estate or decedent’s assets, guaranteeing that all...