Law Offices is a boutique law firm headquartered in the City of Monterey Park, with a team of 12 attorneys, specializing in family law, estate planning, business law & estate planning. We value our company culture where we collaborate and...
is seeking an experienced Trusts & Estates Paralegal to... become a key member of our collegial, high?performing estate planning and trust administration team in Brentwood, Tennessee. This is a long?term role for someone who enjoys real responsibility, owns their files,...
Litigation Team at the law firm, a nationally recognized group within the Business Trial practice area. The primary responsibilities include: - Handling complex legal cases relating to trusts, decedents’ estates, conservatorships, and... adult guardianships. - Representing clients in matters involving breach o...
on administering estates, funding trusts, preparing documents, and managing... client cases. This role requires meeting or exceeding a billable hour model and is part of the Corporate Services Group. Key responsibilities include: - Assisting attorneys in drafting and reviewing legal documents...
Title: Trust Administration Paralegal Job Responsibilities: The Trust Administration Paralegal is responsible for managing daily activities related to Trust Administration, providing essential support to attorneys, and engaging with clients. The role involves a hybrid work model, requiring the paralegal to work two...
Job Title: Trusts & Estates Attorney (4-6... yrs) Job Responsibilities: The Trusts & Estates Attorney will... be part of the Trusts & Estates Practice Group,... which provides comprehensive advice to both corporate and individual clients. The key responsibilities include: - Succession planning: Assisting...
support the administration of trusts and estates. This role... involves both client-related and administrative responsibilities, requiring the paralegal to work collaboratively with attorneys, clients, and various professionals. The position is a hybrid role, with the paralegal working two days in...
- (Hybrid Schedule) Job Responsibilities: The Trusts & Estates Paralegal at... the law firm is responsible for providing legal and general support to the firm's attorneys and clients, specifically within the wealth preservation practice group. Key responsibilities include: - Administering trust accounts, including...
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...
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 calculations. The role requires a high level of organization and the ability to prioritize...
Job Title: Trusts and Estates Administrative Paralegal Job... Responsibilities: - The trusts and estates administrative paralegal... is responsible for managing and producing a high volume of complex, detailed work related to domestic estate administration, trust administration, and fiduciary accounting. - The paralegal must...
administration and management of trusts and estates in probate.... responsibilities, including but not limited to: - Overseeing all aspects of trusts and estates in probate. -... Preparing and filing probate documents to open and close estates, as well as preparing all nec...
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...
the area of wills, trusts, and estates. The key... Engaging in complex estate planning, including the development and implementation of strategies for asset protection and wealth management. - Administering trusts and estates, ensuring compliance... with relevant laws and client intentions. - Collaborat...
planning documents, including wills, trusts, powers of attorney, and... healthcare proxies. - Provide legal advice and oversee probate and trust administration, including preparing court filings, inventories, and accountings. Court appearances as needed. - Assist clients with elder law matters, including...
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...
Job Title: Trusts & Estates Paralegal (Remote) Job... Responsibilities: - Conduct client consultations via phone and Zoom to discuss estate planning, trust administration, and probate matters. - Respond promptly and professionally to client emails, calls, and other requests to ensure client satisfaction and...
Title: Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities: A Wealth Transition Services Tax Senior Manager is responsible for various tasks, focusing on complex tax issues related to ultra-high net worth individuals and their estates. Key...
Complex drafting of legal documents related to trusts and estates. - Conducting thorough... research and tax analysis. - Managing projects effectively and ensuring timely completion. - Engaging in client interaction to provide legal counsel and address queries. - Preparing gift and estate tax ret...
Title: Estate Planning/Probate Attorney Job Responsibilities: The Estate Planning/Probate Attorney at the law firm is responsible for a variety of duties that require a comprehensive understanding of estate law and related legal practices. Key responsibilities include, but are not limited to: - Conducting...
laws, statutes, regulations, or specific client matters. - Provide guidance on the intricacies and formalities of Illinois estate planning and business law. - Draft various estate planning instruments, such as wills, trusts, deeds, and transactional documents,... and ensure proper recording at...
Title: Associate Elder Law/Estate Planning Attorney Job Responsibilities: The Associate Elder Law/Estate Planning Attorney at the law firm is responsible for designing, drafting, and implementing estate and elder law plans. This includes strategizing and prosecuting ABD Medicaid and VA Aid & Attendance...
state-level estate tax returns. - Collaborate with staff to ensure estate and GST tax returns are completed accurately and punctually, adhering to company processes. - Interpret and review legal documents such as Wills, Trusts, and other instruments concerning... estate and business suc...
estate plans, including wills, trusts, and powers of attorney. -... Gather, review, and organize documents related to real estate, personal property, financial accounts, and other important asset-related information. - Communicate effectively with clients about the estate planning process, available options, timelines, fees,...
Title: Estate Planning and Probate Paralegal Job Responsibilities: - Conduct solid research and draft documents related to estate planning and probate. - Work with trust and probate forms, ensuring accuracy and compliance. - Handle Gift Tax Returns; experience in this area is considered helpful. -...
primary responsibilities for this role include: - Drafting Wills and Trusts or working on Estate... Administration. - Providing essential support to the legal team by assisting with document management and preparation. - Performing various administrative tasks to support the legal team. - Conducting si...
Title: Legal Administrative Assistant Job Responsibilities: - Prepare and finalize legal documents for client execution in collaboration with attorneys. - Maintain and organize case files and client records in adherence to law firm standards. - Serve as one of the law firm’s Notaries. - Assist...
planning documents, including wills, trusts, powers of attorney, advance... medical directives, and other related documents, ensuring meticulous compliance with all applicable laws and regulations. - Advise clients on advanced estate planning strategies, such as tax planning and minimization techniques, asset protection...
variety of duties within the estate planning and business transactional practice. Key responsibilities include: - Drafting and reviewing comprehensive estate planning documents, such as wills, revocable and irrevocable trusts, powers of attorney, and... advance medical directives, ensuring compliance with applicable la...
Title: Estate Planning Attorney Job Responsibilities: - Meet with prospective clients for consultations to gather necessary information for planning recommendations. - Engage with current and former clients to review and update estate plans. - Quote fees and manage the client engagement process for estate...
successor trustees of family trusts in their trustee duties.... - Review and finalize court filings as drafted by staff. - Advocate on behalf of clients by understanding their needs and goals. - Cultivate relationships with the firm's existing and future...
Title: Estate Planning Strategist, Vice President Job Responsibilities: - Work collaboratively with senior estate planning strategists and investment teams to offer clients and prospective clients objective information and analyses on estate, gift, and income tax planning. - Build and manage...
Title: Associate Attorney Job Responsibilities: - Provide legal services to the law firm's clients. - Meet with clients alongside the Principal Attorney initially; post-training, conduct client meetings independently. - Advise clients on a variety of issues, including estate planning, elder care needs, legal documents,...
a Senior Associate in Trusts & Estates for their... New York, NY office. The ideal candidate will have over six years of experience in estate planning and administration, with a focus on sophisticated estate planning and Surrogate's Court and...
the entire process of trusts and estates in probate,... ensuring that all legal and administrative procedures are followed accurately and efficiently. - Prepare, file, and manage probate documents associated with opening and closing estates, ensuring compliance with relevant legal standards. - Handle...
Responsibilities - Draft wills, trusts, and power of attorney... documents tailored to client needs. - Provide legal guidance and solutions within estate planning matters. - Review and refine existing legal documents to ensure compliance and accuracy. - Collaborate with clients...