Title: Estate & Trust Administration Paralegal Job Responsibilities: - Assist attorneys and collaborate with estate planning paralegal(s) to promptly complete estate and trust (and some guardianship) administration. - Draft trust documents to manage trust assets and complete necessary paperwork, filing when applicable. - Draft...
Paralegal - Estates and Trusts Job Responsibilities: - Draft basic and... advanced estate planning documents, including wills, powers of attorney, and trust instruments. - Prepare and file probate pleadings, notices, inventories, and accountings. - Assist with trust funding, asset collection, and property transfers. - Maintain...
Trusts & Estates Attorney Job Title Trusts... & Estates Attorney Job Responsibilities The Trusts & Estates Attorney will... a part of the Trusts and Estates team at... estates. - Administering estates and trusts post-death. - Providing exceptional client... service in partnership with a team of professionals. -...
Trusts & Estates Attorney Job Title Trusts... & Estates Attorney Job Responsibilities The Trusts & Estates Attorney will... be part of the Trusts and Estates team at... administration of estates and trusts post-death. The role requires... collaboration with a team dedicated to providing exceptional...
Job Title: Trusts and Estates Legal Assistant Job... Responsibilities: The Trusts and Estates Legal Administrative... multiple attorneys within the Trusts and Estates Department at... a law firm. The role entails a variety of legal secretarial and administrative tasks, including but not limited...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts... & Estates Paralegal at... the law firm is responsible for providing comprehensive support in corporate and commercial transactions under the supervision of attorneys. Key responsibilities include: - Daily administration of trust accounts...
Job Title: Trusts & Estates Attorney -... on both middle-income and high-net-worth clients. - Provide expert guidance on tax-efficient strategies, including the establishment of irrevocable trusts, Irrevocable Life Insurance Trusts... (ILITs), Spousal Lifetime Access... Trusts (SLATs), and Grantor Retained... Annuity T...
Title: Trust and Estates Associate Job Responsibilities: The Trust and Estates Associate will be responsible for handling Estate Planning and Estate Administration. This includes providing comprehensive advice and services to clients regarding their estate planning needs, ensuring that their assets...
those needs. This includes designing wills, trusts, beneficiary designations, and other... essential documents to transfer and protect assets. The attorney will also work with small business owners to design and implement business succession plans. The clientele ranges from individuals of...
and administration. - Draft wills, trusts, and other legal documents. -... Manage probate and trust administration. - Represent clients in court or related litigation matters. Education and Experience Information: - Minimum of 3 years of trust and estate experience. - NJ Bar admission required. Salary Information: The salary...
Title: Associate Attorney - Trusts & Estates, Real Estate,... property sales, deeds, probate, trusts, wills, estate plans, powers... of attorney, and LLC formation ensuring accuracy and compliance with applicable laws and regulations. - Provide expert legal advice in areas such as...
Title: Paralegal (Paralegal Certificate Required) Job Responsibilities: The Paralegal position at the law firm encompasses a variety of duties focused on estate planning, probate, trust administration, debt collection defense, and business law. Key responsibilities include: - Meeting with clients to understand their family...
Job Title: Trusts & Estates Counsel or... trust administration. - Develop tax-efficient estate and business succession plans, including trusts, family partnerships, and charitable... structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax consideration...
Title: Estate & Trust Administration Paralegal Job Responsibilities: - Assist attorneys and collaborate with estate planning paralegal(s) to promptly complete estate and trust administration, including some guardianship cases. - Draft trust documents to manage trust assets and complete necessary paperwork; file documents when...
Title: Trust Administration and Estate Planning Attorney Job Responsibilities: - Lead trust administration matters with guidance and training as needed, adhering to firm processes and procedures, tax, and statutory deadlines. - Meet with clients to review and explain estate planning documents. - Lead estate...
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 simultaneously. - Work under pressure while...
Job Title: Attorney - Trusts and Estates Job Responsibilities: - Counsel... planning documents, including wills, trusts, and related instruments. - Manage... trust and probate administration from inception through completion. - Advise clients on trust funding, asset titling, and administration strategies. - Maintain frequent and direct...
Job Title: Trusts & Estates Senior-Level Associate Job... Responsibilities: - Draft complex, strategic estate planning documents tailored to clients’ personal and business needs. - Advise clients on asset-protection strategies, business-succession planning, and methods to minimize income, gift, and estate tax exposure. - Apply analytical...
Job Title: Tax, Trusts, and Estates Associate (#1009) Job... part of the Tax, Trusts, and Estates Practice Group... family-owned businesses in all areas of estate and tax planning. The associate will be one of the first trusts and estates associates a......
Draft and review wills, trusts, powers of attorney, and... other planning documents - Offer clear, compassionate guidance on Medicaid and planning strategies - Serve as a trusted advisor to help clients achieve their long-term goals Education and Experience Information: - Must be a Florida...
Title: Estate Planning Attorney Job Responsibilities: - Provide sophisticated legal advice relating to estate planning, tax and transfer planning, and business succession planning. - Represent high net-worth individuals in estate planning matters. - Manage trust and estate administration. - Demonstrate business development experience, including maintaining...
Title: Legal Assistant/Paralegal Job Responsibilities: - Answer incoming calls and route messages appropriately - Schedule client appointments, document signings, and real estate closings - Draft letters, forms, and legal documents under attorney supervision - Organize and maintain digital and physical case files - Greet clients and...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will engage in a variety of tasks to support the legal needs of clients in the area of wills and estates. Responsibilities include: - Meeting and consulting with clients to understand their needs and provide...
Attorney About the job Company Description Law firm is a trusted law firm with a strong focus on client satisfaction, ethical integrity, and outstanding service since 1961. Based on decades of experience, the firm has successfully served thousands of clients while recovering substantial...
Title: Estate Planning Attorney – Drafting Job Responsibilities: - Draft and customize complex estate planning documents based on detailed attorney specifications. - Maintain and refine firm templates to reflect changes in federal and state law. - Ensure technical accuracy, consistency, and high drafting standards...
law matters, including wills, trusts, advance directives, and powers... of attorney. - Assist with 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...
Portland, Maine. The attorney will be responsible for working directly with clients and senior attorneys on a variety of tasks. This includes handling all aspects of client files and assisting with: - Estate planning - Special needs planning - Trusts - Probate - Guardian/conservatorships - As...
in the areas of Trusts & Estates, Business, and... Real Estate. The responsibilities include: - Engaging in sophisticated transactions and representing top-tier clients. - Collaborating directly with partners and clients on a diverse range of complex legal matters. - Managing and prioritizing multiple...
Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
Title: Legal Secretary Job Responsibilities: - Manage office correspondence and administrative tasks, including answering phone calls, responding to emails, and arranging meetings and travel. - Communicate with opposing attorney offices, take dictation, and inform the legal team of upcoming deadlines. - Track time daily...
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Title: Associate Attorney** **Job Responsibilities:** - Work collaboratively as part of a team of attorneys and support staff to provide exemplary legal services to clients. - Focus on specific practice areas including Family Law, Criminal Defense, Probate & Estate Planning, and Real Estate...
Title: Commercial Attorney Job Responsibilities: The Commercial Attorney will be responsible for providing legal services in one or more of the following areas: estate planning and administration, business transactions and governance, and/or real estate. This role involves representing clients ranging from...
Title: Associate Attorney Job Responsibilities: - Focus on Strategy: The Associate Attorney will handle tasks such as commercial lease drafting/reviews, real estate purchase agreements, estate planning, streamlined procedural litigation, and real estate title & estate resolution. This role emphasizes strategic thinking and...
Title: Paralegal Job Responsibilities: The Paralegal will be tasked with a variety of responsibilities aimed at supporting attorneys and ensuring the smooth progress of legal processes. Key duties include: - Assisting attorneys with the preparation of legal documents, ensuring accuracy and compliance with...
Manager Job Title: Paralegal Manager (Probate/Estate Planning) Job Location: Covington, KY Employment Type: Full Time Experience Level: Mid Level Job Responsibilities The Paralegal Manager is tasked with overseeing a team of paralegals and managing the systems and technologies they use for creating...
Title: Legal Assistant - Estate Planning - Part-Time Job Responsibilities: The Legal Assistant will provide essential support to a small law office by handling various clerical, administrative, and reception tasks. The responsibilities include: - Offering clerical and secretarial support to the attorney and...
Title: Associate Attorney Job Responsibilities: - Conduct comprehensive legal research utilizing tools such as Westlaw and LexisNexis to support case strategies. - Draft and review legal documents, including pleadings, contracts, wills, and other legal correspondence with precision and clarity. - Manage a diverse caseload...
Title: Paralegal / Legal Assistant / Office Administrator Job Responsibilities: - Assist with estate planning document preparation - Manage case files and maintain filing systems - Prepare and file court documents in state and federal courts - Communicate with clients,...
Title: Paralegal Assistant - Private Wealth Services (Hybrid) Job Responsibilities: The Paralegal Assistant at the law firm is responsible for providing clerical support to paralegals and practice assistant teams. The role involves a wide range of tasks that do not require advanced...
law firm seeks a Trusts and Estates Associate for... its Greenwich, CT office. This role offers a partnership track within a collaborative team, focusing on sophisticated estate planning and trust administration for high net worth in client conferences and...