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...
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...
trust and estate administration matters from opening through closing. - Prepare and organize probate and non-probate administration files. -... Draft routine correspondence to beneficiaries, fiduciaries, and financial institutions. - Prepare asset information summaries and track asset values and distributions. - Assist with funding, retitling,...
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...
estate administration tasks, including probate, trust administration, and asset... distribution. - Provide expert legal advice to clients regarding the probate process, estate planning, trust... tax. - Draft and file probate petitions, trust documents, and... matters. - Represent clients in probate court hearings, including...
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......
Job Title: Probate Paralegal Job Responsibilities: The role of... a Probate Paralegal at the law... comprehensive engagement with the probate and estate settlement process.... filing petitions related to probate matters. - Collecting and distributing... and reports pertinent to probate cases. - Engaging with revocable......
Job Title: Probate Attorney Job Responsibilities: - Handle all... aspects of probate and estate administration from... administrators, and beneficiaries on probate procedures and legal obligations -... Prepare and file probate petitions, pleadings, notices, inventories,... and accountings - Appear in probate court for hearings and......
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: Experienced Probate and Estate Planning Attorney Job... Responsibilities: - Represent clients in probate court proceedings, ensuring their... legal rights and interests are effectively protected. - Draft and review critical legal documents including petitions, wills, powers of attorney (POAs), deeds, PB64 tax...
Title: Trust & Estate Administration Paralegal Job Responsibilities: The Trust & Estate Administration Paralegal at the law firm is primarily responsible for supporting attorneys and clients in the management of trust and estate matters. The paralegal will engage in various tasks to...
Attorney Estate Planning & Probate Job Responsibilities: - Manage and oversee... Handle all aspects of probate and estate administration to... advice to clients on matters related to estate planning, wealth preservation, and probate litigation. - Conduct thorough legal... research, prepare detailed legal...
Attorney Estate Planning & Probate Job Responsibilities: - Manage and oversee... Handle all aspects of probate and estate administration to... advice to clients on matters related to estate planning, wealth preservation, and probate litigation. - Conduct thorough legal... research, prepare detailed legal d...
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...
Job Title: Probate Paralegal Job Responsibilities: - Interacting... with current and potential clients, various agencies, offices, and court staff - Answering the phone, making calls, and returning calls - Scheduling appointments - Drafting and responding to emails and letters - Mailing...
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...
Assist attorneys in managing probate and estate planning cases,... ensuring efficient case management. - Draft and proofread a variety of legal documents and correspondence, including court pleadings, estate planning documents, real estate documents, and business documents, to ensure they meet legal...
estate planning documents. - Draft probate and trust settlement documents. -... Possess knowledge of the rules of procedure governing estate and trust administrations. - Complete tasks and follow through with issue resolution. - Meet deadlines and work efficiently in a fast-paced environment. - Provide at...
various tasks related to estate planning, trust and estate administration, and probate matters. Key duties include: -... Assisting attorneys with estate planning, trust and estate administration, and probate matters. - Preparing probate court... filings and related documents. - Managing and maintaining organized client...
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...
Division. The primary responsibilities include engaging in estate planning, probate, and trust administration. The... role involves drafting legal documents and conveying complex legal concepts clearly. The attorney will work with individuals, executives, families, closely-held businesses, charitable organizations, and both indivi...
administration matters from inception through completion - Managing probate proceedings and Surrogate’s Court... filings - Working directly with partners and clients on substantive legal and strategic issues Education and Experience Information - Admitted to practice in New York -...
Job Title: Probate Administrative/Legal Assistant Job Responsibilities: - Provide... administrative support to enhance office effectiveness. - Answer and direct phone calls. - Schedule and confirm appointments, hearings, depositions, and mediations. - Prepare and revise documents and correspondence. - Serve as a witness or notary for document...
Job Title: Probate Administrative/Legal Assistant Job Responsibilities: - Provide... administrative support to enhance office effectiveness. - Answer and direct phone calls. - Schedule and confirm appointments, hearings, depositions, and mediations. - Prepare and revise documents and correspondence. - Serve as a witness or notary for document...
Title: Paralegal Estate Planning/Probate Job Responsibilities: - Drafting pleadings - Preparing discovery - Filing documents with the court - Calendaring - Preparing trial exhibits - Other duties as assigned Education and Experience Information: - Must have a minimum of 2+ years of estate planning/probate experience in Texas, with 5+...
family goals. - Draft comprehensive estate planning documents, including wills, trusts, and powers of attorney. - Manage trust and estate administration matters, including asset collection, valuation, and distribution. - Prepare federal and state gift and estate tax returns. - Represent clients in probate pro...
supervision - Assist attorneys with estate planning and probate matters as needed - Prepare... probate court filings and related... documentation - Maintain organized client files and records, both physical and electronic, in accordance with law firm standards - Communicate directly with clients, beneficiaries, trustee...
client intakes, scheduling appointments, responding to website inquiries, and assisting with calendar management including deadlines and due dates. - Collaborate with the attorney, staff, and clients to prepare and finalize Estate Planning documents. - Manage Probate/Trust Administration Files and follow... up wit...
Title: Estate Planning Attorney Job Responsibilities: - Assist families in planning for the future, ensuring they have peace of mind regarding their estate plans. - Build and maintain strong relationships with clients, understanding their unique needs and preferences. - Guide clients...
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: 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...
Title: Family Law Attorney Job Responsibilities: - Provide legal counsel and representation in family law matters, including divorce, annulment, child custody and support, spousal support/alimony, property division, and domestic violence/Protection from Abuse (PFA) proceedings. - Prepare and negotiate marital settlement agreements, parenting plans,...
in the practice areas of estate planning, business planning, elder law, probate matters, and trust administration.... Key responsibilities include: - Drafting estate planning documents - Preparing guardianship and conservatorship pleadings - Preparing deeds - Preparing business planning documents - Preparing pleadings for decedents' estates - Assistin...
Title: Trusts and Estate Planning Attorney Job Responsibilities: - Advise individuals and families on comprehensive estate planning strategies. - Draft and implement estate planning documents, including wills, trusts, powers of attorney, and related instruments. - Counsel clients on strategies to: - Protect minor children...
Title Assistant Attorney General I-III Job Responsibilities The role within the Consumer Protection Division involves representing the State’s interest in charitable trusts, deceptive trade practices, and other civil matters. The responsibilities include: - Providing legal advice, counsel, and assistance on factual...
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...
Title: Trusts and Estates Administrative Paralegal Job Responsibilities: The trusts and estates administrative paralegal is tasked with managing and efficiently producing a high volume of complex and detailed work related to domestic estate administration, trust administration, and fiduciary accounting. The paralegal must...
Title: Legal Assistant - Private Clients and Fiduciary Services Job Responsibilities: The Legal Assistant will be responsible for supporting attorneys in the Private Clients and Fiduciary Services Group. Key responsibilities include: - Typing, revising, and proofreading legal documents and correspondence. - Timekeeping and processing...
Title: Legal Administrative Assistant - Private Client Services Job Responsibilities: Legal Administrative Support - Manage files, open new matters as requested by attorneys, and maintain all relevant document inclusions for the files. - Ensure that all documents have been proofread, edited, and revised as...
Title: Legal Assistant - Private Clients and Fiduciary Services Job Responsibilities: The role of Legal Assistant is a full-time, hourly position dedicated to supporting attorneys within the Private Clients and Fiduciary Services Group at the law firm. The responsibilities associated with this...
an Estate Planning and Probate Attorney in Dallas, Texas.... opportunity to focus on probate litigation, including guardianships, will... contests, and trust disputes, without the need to generate new business and all aspects of probate and estate administration to......