Job Title: Probate and Trusts Paralegal Job Responsibilities:... primary responsibilities of the Probate and Trusts Paralegal at... law firm include managing probate and trust administration files... information spreadsheets, all required probate and trust administration documentation... for client meetings, and status letters...
instruments. - Prepare and file probate pleadings, notices, inventories, and... accountings. - Assist with trust funding, asset collection, and property transfers. - Maintain case calendars and track critical deadlines. - Communicate with clients, beneficiaries, financial institutions, and court personnel. - Organiz...
include: - Handling a caseload with a working knowledge of family law, estate planning, guardianship, and probate. - Demonstrating compassion, drive, and... the ability to be a self-starter capable of multi-tasking. - Engaging in trial activities, as family law and trial experience ar...
Medicaid planning, asset protection strategies, and long-term care arrangements. - Represent clients in probate proceedings. - Conduct legal research... and draft tailored documents to meet client needs. - Stay current with developments in elder law and incorporate best practices into client experience deli...
Title: Legal Assistant - Trust & Estates Job Responsibilities: - Provide comprehensive administrative support to attorneys in estate planning and the administration of estates and trusts, maintaining a high standard of work quality. - Possess a working knowledge of the procedural rules governing...
Title: Associate Attorney Job Responsibilities: - Handle tasks related to Trusts and Estates. - Draft wills, trusts, and other legal documents for high-net-worth individuals. - Provide estate planning services with a focus on tax implications. - Manage multiple work assignments...
Title: Trust & Estate Attorney Job Responsibilities: The Trust & Estate Attorney will work within the Trust & Estate Group of the law firm, which is dedicated to identifying and addressing the unique needs of clients in estate planning and administration. Responsibilities...
Title: Trusts & Estates Attorney Job Responsibilities: The Trusts & Estates Attorney will be a part of the Trusts & Estates group at the law firm. The role involves handling a variety of responsibilities that include, but are not limited to: - Providing...
Title: Paralegal/Legal Assistant Job Responsibilities: The Paralegal/Legal Assistant at the law firm will be responsible for supporting estate planning attorneys by drafting legal documents and correspondence with precision and attention to detail. This role involves managing case files using document management systems...
Title: Trust and Estate Coordinator Job Responsibilities: The Trust and Estate Coordinator will play a crucial role in supporting the law firm's Private Wealth Services practice group and Bequest Revenue program. The responsibilities include, but are not limited to, the following: - Support...
Job Title: Probate Paralegal Job Responsibilities: The Probate Paralegal... assisting attorneys with managing probate matters, ensuring the efficient... include: - Drafting and filing probate petitions, notices, estate inventories,... accountings, and other related legal documents with courts and administrative agencies. - Filing documents with the...
Job Title: Probate/Estate Planning Paralegal Job Responsibilities: As a... the law firm, the Probate/Estate Planning Paralegal plays a... in the management of probate and estate planning matters.... The primary responsibilities include: - Acting as a helpful and confident first point of contact for...
Title: Estate Planning & Probate Paralegal Job Responsibilities: The Estate... Planning & Probate Paralegal is responsible for... documents related to estate planning, including wills and trusts. - Managing probate and trust accounting tasks... to ensure compliance and accuracy. - Utilizing software...
Job Title: Probate Litigation Legal Administrative Assistant Job... Responsibilities: - Document creation and editing - E-filing of legal documents - Calendar management and scheduling of meetings - Time entry and management - Client billing processes - Submitting reimbursements - Providing strong customer service and communication - Maintaining...
Title: Senior Paralegal Job Responsibilities: - Conduct legal research using Westlaw and other legal research tools to support case preparation and strategy. - Assist with document review, drafting legal documents, contracts, and pleadings with precision and attention to detail. - Manage case files through...
Title: Associate Attorney Job Responsibilities: - Draft and review sophisticated estate planning documents, including complex trust structures and tax-sensitive planning. - Engage in estate and trust administration, client counseling, and beneficiary communications. - Coordinate with CPAs and financial advisors to ensure comprehensive client service. -...
Title: Family Law Attorney Job Responsibilities: - Create legal documents such as pleadings, motions, marital settlement agreements, contracts, judgments, and orders for a high volume of cases. - Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming...
Title: Paralegal/Case Manager Job Responsibilities: - Assist attorneys in drafting pleadings, discovery, and correspondence. - Manage case files and deadlines to ensure timely progress of cases. - Communicate with clients to keep them updated on their cases, address their questions or concerns, and encourage...
Title: Paralegal/Case Manager Job Responsibilities: - Assist attorneys in drafting pleadings, discovery, and correspondence - Manage case files and deadlines - Communicate with clients to ensure they are updated, actively participating in their matters, and have their questions or concerns answered promptly - Conduct legal...
Job Title: Probate / Estate Planning Paralegal Job... Responsibilities: The Probate / Estate Planning Paralegal... for ensuring that these matters progress efficiently, while also providing compassionate support to clients during challenging times. Key responsibilities include: - Managing initial intake for new probate an...
review estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives with precision and clarity. - Provide expert legal advice on estate tax strategies, probate procedures, and asset transfer... methods to optimize client outcomes. - Independently manage a ca...
Title: Estate Attorney Job Responsibilities: The Estate Attorney at the law firm will be responsible for providing comprehensive estate planning services to clients, focusing on creating and managing wills, trusts, powers of attorney, and healthcare planning. The attorney will guide families with...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: - Demonstrated experience in high-net-worth trust and estate planning and administration - Knowledge of relevant state and federal tax laws - Experience with domestic estate planning, including succession planning, lifetime giving, estate and income...
Title: Senior Associate – Private Client Services Job Responsibilities: The Senior Associate in the Private Client Services Practice Group will be responsible for providing high-quality legal services in estate planning, estate and gift taxation, estate and trust administration. The role involves working...
Title: Senior Associate – Private Client Services Job Responsibilities: - Provide legal services in estate planning, estate and gift taxation, estate and trust administration, and related services. - Work with individuals, charitable organizations, foundations, and corporate fiduciaries, including banks and trust companies. - Collaborate...
Title: Int'l Tax and Private Wealth Services Associate Job Responsibilities: - Focus on pre-immigration tax planning for clients - Draft domestic and foreign trust instruments for international clients, with a priority on the latter - Handle cross-border investments, including the formation, oversight, and reorganization...
firm. The primary responsibilities include: - Handling business litigation in both State and Federal Courts, ensuring the highest level of legal representation. - Engaging in probate litigation and managing appeals... when necessary. - Collaborating with other attorneys in the firm to integrate ex...
role requires a comprehensive understanding of litigation procedures and the ability to manage complex legal issues. Although bankruptcy experience is not a prerequisite, it is considered an advantageous skill. The associate will also be involved in probate litigation and app...
Title: Title Examiner Job Responsibilities: - Analyze title reports and documents such as deeds, mortgages, judgments, liens, probates, property appraisals, and other foreclosure-related title documents. - Identify title issues, including missing assignments, unreleased liens, and legal description errors, that could delay or impact...
OverviewA law firm seeks an associate with a minimum of 4 years of trusts and estates experience to join their practice in the Boca Raton office. The ideal candidate will have experience in high-net-worth trust and estate planning and administration,...