Title: Transactional and Estate Planning Associate Job Responsibilities: - The associate will focus on estate planning, trusts, and related services, as well as corporate and transactional work. - Assist clients in planning their estates and in the formation and growth of their businesses. -...
OverviewA law firm seeks a Transactional and Estate Planning Associate in Goshen, Indiana. The role involves estate planning, trusts, and corporate transactional work. The ideal candidate will have 1-3 years of experience and a commitment to long-term growth within the...
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Legal Secretary The candidate will be responsible for estate planning, estates, probate, and real estate. Also... responsible for typing dictation, filing, scheduling appointments. Must possess excellent typing and organizational skills, be computer literate, and possess a high degree of accuracy. Previous experience preferred.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Responsibilities: Serving as the primary contact for the firm’s portfolio of estate plan clients. Preparing draft estate planning documents for attorney review (Wills, Trusts, healthcare directives, living wills, durable powers of attorney and all ancillary estate plan documents). Preparing documents to transfer assets to client trusts. Reviewing title reports and preparing real estate deeds to effectuate estate plan directives. Preparing draft estate administratio... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Legal Assistant/secretary The candidate will focus on estate planning, estates, probate, and real estate. Duties... include typing dictation, filing, scheduling appointments, etc. Will be typing dictation, filing, scheduling appointments, etc. Must possess excellent typing and organizational skills, be computer literate, and possess a high degree of accuracy. Previous experience preferred. Must possess excellent typing and organizational skills, be computer literate, and posses... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Legal Assistant The candidate will focus on estate planning, estates, probate, and real estate. Duties... include typing dictation, filing, scheduling appointments, etc. Will be typing dictation, filing, scheduling appointments, etc. Must possess excellent typing and organizational skills, be computer literate, and possess a high degree of accuracy. Previous experience preferred. Must possess excellent typing and organizational skills, be computer literate, and possess a high d... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Assistant/Paralegal The candidate will be serving as the primary contact for the firm’s portfolio of estate plan clients. Will be preparing draft estate planning documents for attorney review (Wills, Trusts, healthcare directives, living wills, durable powers of attorney and all ancillary estate plan documents). Preparing documents to transfer assets to client trusts. Reviewing title reports and preparing real estate deeds to effectuate estate plan directives. Preparin... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Planning and Trust Advisor The candidate will report to the Managing Director and will provide high-level, personalized service for individuals with a federally taxable estate valued at $5M+ and at least $1M in investable assets; working with clients to build investment portfolios, estate planning/management/settlement, philanthropic, retirement planning, tax management and descendent/intergenerational planning. Leads and delivers core market services of trust and... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
- Senior Manager - Trust and Estates The candidate will provide high level personal financial, income tax and estate/trust planning services. Will review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage and drive the success of multiple engagements. Manage all aspects of client accounts and foster client relationships. Manage within budgetary and time constraints while pro... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Banking Wealth Advisor Duties: Serves as the primary point of contact and is responsible for the acquisition of all new external Investment Management and Fiduciary / Trust (IM&T) clients. Partners with the Relationship Mangers (RMs) on all internal IM&T sales opportunities, referrals and book of business reviews. Supporting team when opportunities arise to expand the share of wallet of existing clients through offerings of products and services. In addition to hav... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
- Manager - Trust and Estates Duties: Provide high level personal financial, income tax and estate/trust planning services. Review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performance feedback t... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here