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...
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: Estate & Business Planning Paralegal & Client Care Program Coordinator Job Responsibilities: The role of Estate & Business Planning Paralegal & Client Care Program Coordinator at the law firm involves a combination of traditional paralegal tasks in estate planning and business...
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...
- (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...
Title: Trust & Estates and Probate Paralegal Job Responsibilities: The Trust & Estates and Probate Paralegal will play a crucial role in supporting attorneys with various legal processes related to estate and trust administration, probate proceedings, and associated legal matters. The core...
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...
Job Title: Trusts & Estates Attorney Job Responsibilities: -... parents in creating comprehensive guardianship plans for their minor children. - Draft, review, and finalize estate planning documents. - Provide assistance in the administration of trusts. - Present educational workshops and... webinars to the community, w...
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...
Title: Legal Secretary - Trusts & Estates Job Responsibilities: The position... Legal Secretary in the Trusts & Estates department involves... to assisting attorneys with trusts and estates matters. Key... responsibilities include: - Providing administrative support to attorneys, which encompasses calendar management, scheduling, and...
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...
Title: Estate Planning Associate Attorney - Client Education & Business Development Focus Job Responsibilities: The Estate Planning Associate Attorney position at the law firm involves a blend of client education, consultations, business development, and legal responsibilities in estate planning. The role is...
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...
transactions, including testamentary gifts, trusts, endowments, or special gifts... consent of the General Counsel and/or Associate General Counsel. - Manage all trusts and estates case files... and database management. - Coordinate with Command and Territorial Finance Departments to ensure proper...
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...
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: 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...
establishing a family estate plan, elder law planning, probate administration, special needs planning, and tax minimization & complex planning. - Meet with clients to discuss their estate planning needs, goals, and concerns, providing guidance on options such as wills, trusts, power...
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...
Title: Legal Assistant, Probate Specialist Job Responsibilities: - Initiate, maintain, and respond to client communication by phone, email, and text message throughout the client’s probate journey. - Coordinate with clients to schedule and confirm all in-person and virtual meetings. - Collect, audit, organize, and...
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...
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 variety of legal disciplines. The primary responsibilities include: - Estate Planning: Drafting of trusts and wills. - Landlord/Tenant Issues:... Addressing legal matters related to rental agreements and disputes. - Real Estate: Handling legal documentation and issues pertaining to real estate properties. - Go...
attorney will primarily focus on areas such as Estate Planning, Drafting Trusts and Wills, Landlord/Tenant matters,... Real Estate, and Government Benefits. The role is designed to provide legal services without the need to bill clients or bring in new busin...
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,...
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...
firm seeks a dedicated Trusts and Estates Attorney in... manage a variety of trusts, estate, and elder law... matters, working closely with clients to draft essential documents and provide counsel on complex issues. This role demands a thorough understanding of...
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...