Job Title: Probate Paralegal Job Responsibilities: The Probate Paralegal... 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 estate, guardianship, and trust accountings - E-file and...
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,...
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...
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...
review estate planning documents, including Wills and Revocable/Irrevocable Trusts - Assist with trust administration and probate proceedings - Maintain strong, long-term... client relationships through clear communication and thoughtful counsel - Handle all aspects of probate and estate administration, including... intestate and testate proc...
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......
trust and estate attorneys within the department. Key responsibilities include: - Managing all aspects of trust and probate administration, which involves meeting... with clients, trustees, and family members, and communicating with beneficiaries. - Drafting correspondence and legal documents such as deeds, asset...
Job Title: Probate and Estate Planning Paralegal Job... directives. - Prepare and file probate and estate administration documents... with the Clerk of Court, including petitions, inventories, accountings, renunciations, and notices. - Maintain and organize client files using case management software such as Clio...
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: - Own and... manage the Probate experience, ensuring client needs... and Probate deadlines are met in... possible. - Oversee all client probate and guardianship cases to... ensure timeliness on all deadlines. - Draft, revise, proofread, and finalize legal...
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...
Job Title: Probate Litigation Associate Job Responsibilities: - Lead... manage all phases of probate litigation, which includes handling... cases such as trust contests, will challenges, breach of fiduciary duty claims, and contested guardianship/conservatorship proceedings. - Conduct thorough legal research and draft various legal...
Job Title: Probate and Estate Litigation Attorney Job... Represent clients in contested probate, estate, and trust litigation... matters, including will contests, trust disputes, fiduciary duty and accounting claims, contested guardianships, partition actions, and related real estate disputes. - Conduct thorough legal research...
Title: Estate Planning & Probate Associate Job Responsibilities: The Estate... Planning & Probate Associate will be responsible... firm's Estate Planning & Probate Group. Key responsibilities include:... - Drafting customized estate planning documents tailored to clients' specific needs. - Advising high net...
Job Title: Probate Paralegal Job Responsibilities: The Probate Paralegal... at the law firm is entrusted with a variety of responsibilities that require a proactive and organized approach. The candidate will work directly with attorneys, assisting them in managing a busy caseload. Key...
of estate planning and probate & trust administration cases,... not limited to Trusts, Wills, and Powers of Attorney. - Advise fiduciaries in probate & trust administration cases. -... Participate in and lead client counseling meetings, providing practical and cost-effective legal guidance. - Col...
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 Attorney Job Responsibilities: - The candidate... will manage and draft probate filings, including petitions for... administration, inventories, and accountings, ensuring compliance with court rules and deadlines. - The attorney will handle a significant volume of cases within the field of...
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 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...
a diverse caseload of Probate, Trust, Estate Planning, and... Conservatorship matters from beginning to end, including litigated matters. - Direct Advocacy: Represent clients in court, mediations, and depositions throughout Southern California. - Client Engagement: Lead strategy sessions and maintain proactive, empathetic communication...
will primarily focus on probate and estate planning. The... intake and developing client relationships. - Creating wills, trusts, and related estate planning documents. - Drafting documents related to probate and trust administration. - Preparing... probate and trust litigation petitions... and discovery documents. -...
legal services in family law, estate planning, and probate law, with a focus... on high asset and highly complex cases. Key responsibilities include: - Demonstrating substantive knowledge concerning statutes, regulations, and rules affecting family law. - Delivering excellent presentations and communication in...
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...
Paralegal Job Title: Estate Planning, Probate & Elder Law Paralegal Job... Responsibilities: The Paralegal will be responsible for supporting general office and client services. Key duties include managing the law firm calendar, maintaining organized client files, and serving as a primary contact for...
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...
while maintaining direct client contact. - Engage in civil litigation, including handling motions, discovery processes, depositions, hearings, and gaining trial exposure as needed. - Conduct business and real-estate transactions, involving entity work, contracts, and closings. - Participate in estate planning and probate administrat...
law, estate planning, and probate law, with a specialization... in high asset and highly complex family law cases. - Exhibit substantive knowledge of statutes, regulations, and rules affecting family law. - Deliver excellent presentations and communication in court and internal meetings, ensuring...
Title: Real Estate & Estate Planning Attorney Job Responsibilities: - Lead all aspects of real estate closings, including contract review, due diligence, title review, clearing issues, document preparation, settlement statements, and funding. - Advise clients throughout the transaction and communicate clearly with buyers/sellers,...
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. -......
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...
firm seeks an experienced Probate Litigation Attorney with 4-8... opportunity to manage complex probate litigation matters and engage... directly with clients in a collaborative, mid-size firm probate and trust litigation matters... from inception through resolutionDraft pleadings, motions, b...