Legal Search has several opportunities in the Harrisburg/Lancaster area for attorneys with 5+ years of estates experience. Candidates should have meaningful experience with complex estate administration and excellent drafting skills. All inquiries are held in strictest confidence, and your resume is...
Legal Search has several opportunities in the Greater Pittsburgh area for attorneys with 1-10 years of estates experience. Position descriptions vary but range from rudimentary to experience in complex estates for high net worth individuals. Drafting experience is preferred. Preferred candidates should have...
Job Title: Probate and Trusts Paralegal Job Responsibilities: -... Manage probate and trust administration files... documentation. - Prepare all required probate and trust administration documentation... for client meetings to facilitate seamless communication and understanding. - Draft and send status letters to clients and beneficia...
Title: Legal Administrative Assistant Job Responsibilities: As a Full Time Legal Administrative Assistant at the law firm, you will play an integral role in supporting the estate planning practice. Your responsibilities will include: - Preparing, editing, and finalizing essential legal documents, utilizing both...
Title: Legal Case Manager / Workflow Coordinator / Legal Assistant Job Responsibilities: - Manage and coordinate legal case workflows to ensure smooth progress from "Retained" to "Signed" status within the allotted time. - Prepare, review, and proofread legal documents for accuracy and compliance. -...
Title Associate Attorney Job Responsibilities - Handle various civil legal matters, both in transactional and litigation settings. - Provide legal advice on a range of legal matters under the supervision of senior attorneys. - Collaborate with senior attorneys to develop...
Title: Attorney Job Responsibilities: The attorney will be responsible for supporting existing and new client matters within the law firm. The role requires an attorney who can manage a book of business independently and is comfortable working in a flexible, balanced work...
Title: Paralegal Job Responsibilities: - Prepare legal documents related to estates and trusts, focusing on the financial and tax aspects. - Prepare and file state and federal fiduciary income tax returns and death tax returns, ensuring compliance with filing requirements....
Title: Legal Administrative Assistant Job Responsibilities: As a Legal Administrative Assistant within the private client services team, the candidate will be responsible for a variety of tasks aimed at supporting lawyers and facilitating the smooth operation of legal cases. Key responsibilities include: -...
to family law, criminal defense, and probate litigation. - Conduct thorough... legal research using Westlaw to support case preparation and strategy development. - Draft legal documents including pleadings, motions, contracts, and agreements across multiple practice areas. - Provide legal counsel in estat...
Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal will play a crucial role in managing the estate planning practice at the law firm. This position requires a professional who is highly organized and client-focused, with a deep understanding of estate...
estate administration functions. The role includes drafting estate planning and administration documents, as well as preparing deeds and real estate documents. Key responsibilities involve: - Preparing probate and administration documents for... both formal and informal proceedings. - Maintaining financial records to fac...
Title:** Tax and Wealth Planning Paralegal **Job Responsibilities:** The Tax and Wealth Planning Paralegal at the law firm is responsible for a variety of tasks that support the trusts and estates team. The primary responsibilities include: - Managing calendars, particularly tax-related deadlines...
Title: Tax and Wealth Planning Paralegal Job Responsibilities: The Tax and Wealth Planning Paralegal is an integral part of the trusts and estates team at the law firm, contributing significantly to the varied, interesting, and meaningful work within the department. The responsibilities...
Tax Returns and Federal Gift Tax Returns. - Administer estates by preparing and filing probate documents, advising and responding... to clients. - Administer trusts by preparing withdrawal right notices and appointments of successor trustees. - Prepare trust and estate accountings. - Draft simple wi...
Title: Senior Vice President, Counsel Job Responsibilities: - Provide legal advice to various business areas offering trust and fiduciary administration for high-net-worth individuals and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. -...
Title: Trust & Estate Planning Associate Job Responsibilities: The Trust & Estate Planning Associate will be part of the Taxation & Wealth Planning Department at a law firm. The primary responsibilities include: - Engaging in trusts and estate planning, administration, and taxation, specifically...
Title: Trust & Estate Planning Associate Job Responsibilities: The Trust & Estate Planning Associate will be part of the Taxation & Wealth Planning Department at the law firm. The primary responsibilities include: - Engaging in trusts and estate planning, administration, and taxation, particularly...
Associate Attorney Job Responsibilities - Review estate planning documents with minimal drafting to ensure accuracy and compliance. - Meet with clients to discuss their estate planning needs and provide guidance. - Design comprehensive estate plans tailored to client goals and circumstances. Education and Experience Information -...
Title: Paralegal Job Responsibilities: - Assist with document review, drafting legal documents, contracts, and pleadings with precision and attention to detail. - Maintain client files and manage a high-volume workload while meeting deadlines. - Perform administrative functions including data entry, filing, document organization, and...
Title: Trust & Estate Attorney Job Responsibilities: - Create innovative estate planning solutions tailored to meet individual client needs, taking into account different asset types, family situations, and objectives. - Work collaboratively with clients to develop customized estate plans and planning documents that...
to completion. This includes reviewing and drafting trust and probate administration documents, as well... as other related documents. The associate will draft wills, trusts, powers of attorney, health care directives, deeds, beneficiary designation forms, and other estate planning documents. Conducting...
of tasks from the inception to the completion of Trusts and Estates administration. Key responsibilities include: - Administering Trusts and Estates, including reviewing and drafting necessary Trust and Probate administration documents. - Drafting estate... planning documents such as Wills, Trusts, Powers of...
finalize a variety of legal documents, including wills, trusts, and powers of attorney. - Advise clients on tax implications and strategies related to estate planning. - Administer estates, including filing necessary legal documents and managing probate processes. - Collaborate wit......
for advancement and growth Competitive salary based on experience and qualifications **Members Only** is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate in employment opportunities or practices on...
Title: Associate - Estate & Trust Litigation; Estate Planning and Administration Job Responsibilities: The Associate in the Estate & Trust Litigation; Estate Planning and Administration practice group at a law firm is expected to undertake a variety of responsibilities aimed at effectively...
1501 Ardmore Blvd, Suite 205, Pittsburgh, PA 15221 JOB TITLE: Legal Assistant/Paralegal - Estate Law and Elder Law H1: Join Our Team as a Legal Assistant/Paralegal in Estate and Elder Law H2: Assist Attorneys in Estate Law, Elder Law,...
your responsibilities include: - Preparing probate documents and related papers. -... the valuation of a decedent’s assets and administering estates from probate through final settlement. - Maintaining... financial records for fiduciary accounting and tax preparation. - Preparing inheritance and estate tax returns, fiduciary ac...
cases under the guidance of a supervising attorney. Key duties include: - Preparation of probate documents such as petitions... for probate, accountings, and related court... filings and correspondence as instructed by the supervising attorney. - Preparing and filing inheritance tax and fiducia...
Title: Paralegal-Trusts and Estates Job Responsibilities: The Paralegal-Trusts and Estates will support the department in a variety of administrative and legal tasks related to the administration of trusts and estates. The responsibilities include: - Acting as the lead contact for personal representatives for...
Title: Private Client Services Senior Associate Job Responsibilities: - Design and implement advanced estate planning strategies, including dynasty trusts, GRATs, SLATs, and charitable vehicles. - Advise on family office governance, fiduciary roles, and succession planning. - Provide guidance on luxury asset succession such as...
Title: Trust & Estates Paralegal at **Members Only** Experience: - Minimum of 5 years of experience in PA and NJ estate administration - Experience with Lackner is helpful - Substantial PA estate administration experience required, NJ and NY experience is...
Guide families through the probate and estate administration process -... Prepare and file court documents - Prepare Federal and Pennsylvania estate, inheritance, and gift tax returns - Coordinate asset transfers, including retirement accounts and financial instruments - Draft and review accountings, receipts, and releases -...
Paralegal - Estates, Wills, Trusts, and Medicaid Blue Bell, PA · In Office **Members Only**, a boutique estate planning and elder law firm in Pennsylvania and New Jersey, is seeking a Full-Time Paralegal with experience in Estates, Guardianship, Medicaid, and...
Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...
estate assets, and perform probate functions required to administer... estates through final settlement. - Maintain financial records for use in preparing tax returns and fiduciary accountings. - Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax...
assets, and perform other probate functions required to administer... estates through final settlement. - Maintain financial records for use in preparing tax returns and fiduciary accountings. - Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax...
Title: Associate – Ultra High Net Worth Practice Job Responsibilities: - Advise ultra-high net worth (UHNW) individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters. - Draft and review sophisticated estate planning documents, including Grantor Retained Annuity Trusts (GRATs),...
Title: Trust Administrator Job Responsibilities: - Heavy contact with clients, trustees, and managing attorneys on all aspects of trust work. - Perform routine and complex financial transactions, including: - Assist with the opening of trust accounts. - Correspond with clients and/or representatives regarding...
OverviewA law firm seeks an Associate Attorney in Warrendale, PA. The successful candidate will manage client proceedings, provide legal explanations, prepare documents, and participate in sales and review estate plan legal research and participate in with senior...
