on private client services, trusts, and estate planning. Key... documents such as wills, trusts, and advanced directives, primarily... using Lawgic estate planning software. The paralegal will assist attorneys in organizing and managing case files, which includes maintaining document databases and...
guidance on estate planning, probate, and trust administration matters. - Prepare for and lead client meetings, including signing and review sessions. - Provide thorough guidance to paralegals and legal assistants, ensuring accuracy and compliance. - Review legal documents, including wills, trusts, and probate...
Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving...
Title: Trust and Estate Tax Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and...
Title: Estate Planning/Probate Paralegal Job Responsibilities: As an Estate Planning/Probate Paralegal at the law firm, you will play a vital role in managing probate and estate planning matters efficiently. Your primary responsibilities include: - Serving as the first point of contact for prospective...
finalize estate planning documents including wills, trusts, powers of attorney, advance... directives, and deeds. - Draft and assist with probate pleadings and filings, including fiduciary accountings. - Prepare documents for execution and coordinate in-office signing meetings. - Maintain accurate, well-organized electronic and physi...
Title: Legal Assistant (Estate Planning and Probate) Job Responsibilities: - Manage calendars, deadlines, and scheduling. - File documents electronically and maintain case files. - Communicate professionally with clients and vendors. - Assist with time entry, billing support, and expense tracking. - Provide general administrative support as...
Title: Paralegal – Probate & Estate Planning (Hybrid/Remote) Job Responsibilities: The primary role of the Paralegal in Probate & Estate Planning at the law firm involves supporting attorneys through various tasks essential for probate and estate planning processes. The key responsibilities include: -...
Title: Real Estate Paralegal/Legal Assistant Job Responsibilities: - Drafting documents, pleadings, and correspondence related to real estate, estate planning, and probate matters. - Communicating effectively with clients to address their needs and concerns. - Assisting attorneys with case management and preparing legal documentation. - Providing...
Job Title: Trust & Estates Paralegal Job Responsibilities: The Trust &... Estates Paralegal is responsible for... tasks that support the Trusts & Estates Group. Key... responsibilities include... the preparation of probate pleadings, federal estate tax returns, trust and/or estate accountings, and funding...
Title: Senior Attorney Job Responsibilities: - Handle a broad caseload with minimal supervision, including conducting legal research, drafting motions, pleadings, agreements, and discovery documents. - Advocate for clients in trials, mediations, and arbitration hearings. - Argue motions and appear in court on behalf of...
Title: Attorney Job Responsibilities: - Manage and litigate a high-volume caseload of default servicing matters, handling both routine and contested residential foreclosure cases with precision and skill. - Draft, argue, and strategize around motions necessary to drive favorable outcomes for clients, ensuring a...
Title: Trust and Banking Coordinator Job Responsibilities: - Post incoming wires received through various Treasury Management platforms. - Process outgoing wires and check requests for all real estate closings and settlement payments. - Assist in the opening and closing process of law firm bank...
Title: Legal Assistant - Real Estate Job Responsibilities: The Legal Assistant in the Real Estate department at the law firm is crucial for supporting the administrative and operational needs of the legal team. The responsibilities include: - Drafting, formatting, and proofreading legal documents...
returns, ensuring accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in the design and implementation of estate planning strategies, including trusts, charitable entities, and wealth... transfer techniques. - Fiduciary Accounting: Review trust and es...
returns, ensuring accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in the design and implementation of estate planning strategies, including trusts, charitable entities, and wealth... transfer techniques. - Fiduciary Accounting: Review trust and es...
Title: Litigation Attorney Job Responsibilities: The Litigation Attorney will be responsible for a range of duties within the department, particularly focusing on civil litigation. The candidate should have significant experience, specifically over six years, in civil litigation with a preference for those...
IT Access Support Specialist About the Organization Law firm has been a trusted leader in the financial services and real estate industry for over 25 years, with a commitment to helping clients succeed. The attorneys and staff at the firm...
Examiner Job Description Job Title Title Examiner About the Organization Law firm has been a trusted leader in the financial services and real estate industry for over 25 years with a commitment to helping clients succeed. The attorneys and staff drive solutions that create...
Job Title: Trust & Estates Attorney Job Responsibilities: The Trust &... Estates Attorney will be responsible... the area of wills, trusts, and estates. The key... responsibilities include: -... and wealth management. - Administering trusts and estates, ensuring compliance... with relevant... laws and client intentions. -...
Trusts & Estates Attorney Job Title: Trusts... & Estates Attorney Job Responsibilities: The Trusts & Estates Attorney at... and services related to trusts and estates. - Drafting and... reviewing legal documents with meticulous attention to detail. - Engaging with clients to understand their needs and provide...
relationships with clients, understanding their unique needs and preferences. - Guide clients through critical life decisions related to estate planning, including wills, trusts, and powers of attorney.... - Provide legal advice and strategies to help clients achieve their estate p...
Title: Trust and Estate Coordinator Job Responsibilities: The Trust and Estate Coordinator will support the law firm's Private Wealth Services practice group and the Bequest Revenue program, while also interacting with clients. Key responsibilities include: - Supporting the national Bequest Revenue Program and...
TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Boca Raton OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...
Title: Probate and Trust Administration Paralegal Job Responsibilities: The role of a Probate and Trust Administration Paralegal in the law firm involves a variety of responsibilities centered around managing probate and trust administration matters. The candidate will be expected to: - Prepare pleadings...
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 signings. -...
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 signings. -...
Paralegal - Trust & Estates Job Responsibilities: - Draft fundamental estate... planning and funding documents. - Review advanced 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...
Title: Probate Paralegal Job Responsibilities: - Prepare, draft, and file probate pleadings, petitions, and supporting documents. - E-file documents through the Florida e-Filing Portal. - Manage probate case files from opening through closing. - Calendar deadlines and ensure compliance with court requirements. - Communicate professionally with...
Title: Legal Assistant Job Responsibilities: The legal assistant will be responsible for a variety of tasks to support the legal team at the law firm. Key duties include: - Preparing legal documents: The legal assistant will be expected to draft, proofread, and finalize...
types of wealth trust accounts, including personal trusts, special needs trusts, investment... management, custodial, and guardianship accounts. The advisor is responsible for managing a portfolio consisting of accounts with varying levels of complexity and asset size. Key responsibilities include: - Understan...
Title: Trust Advisor II Job Responsibilities: The Trust Advisor II is responsible for providing expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. The role involves participating as part of a broader client-facing wealth team to expand...
OverviewA law firm seeks a skilled Estate Planning and Probate Associate Attorney for an on-site position in Hollywood, FL. This role involves providing comprehensive legal services in estate planning and probate, ensuring clients receive expert guidance throughout the guidance...