Job Title: Tax and Wealth Planning Paralegal Job Responsibilities: - Manage... calendars, including tax-related deadlines and client calls/meetings. - Prepare Federal and State estate Tax Returns and Federal Gift Tax Returns. - Administer estates by preparing and filing probate documents, advising and responding to...
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. -...
Job Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The... $25 million and their beneficiaries. As a key member of the Family Wealth relationship management team, the... advisor collaborates proactively with team members to build insights and solutions aimed at attracting, r...
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: 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...
Job 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...
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...
case files using document management systems such as Lackner... and Clio, ensuring accuracy and confidentiality at all times. - Draft, review, proofread, and edit legal documents including probate court filings and pleadings, correspondence, and reports with precision and clarity. - Conduct comprehensive...
high-volume probate practice. The key duties include: - Managing and maintaining legal case files using document management systems such as Lackner... and Clio, ensuring accuracy and confidentiality at all times. - Drafting, reviewing, proofreading, and editing legal documents including proba...
Job Title: Wealth Management Trusts & Estates... Tax Operations, Vice President Job Responsibilities: - Serve as a subject matter expert for fiduciary tax matters. - Support global trust teams on all tax matters including estate and gift tax, generation-skipping transfer tax, fiduciary income...
Job Title: Senior Wealth Advisor Job Responsibilities: - Accountable for... achieving a revenue goal through acquiring new clients from both internal and external sources, and retaining and expanding a book of business. - Consult solutions for a comprehensive wealth management strategy tailored for......
Title: Trust Officer Job Responsibilities: - Administer estate and personal trust accounts, including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of...
is ideal for an early-career attorney aiming to expand skills in drafting estate documents, advising clients on wealth-transfer strategies, and assisting with... estate administration. The ideal candidate will demonstrate strong communication abilities, attention to detail, and a commitment to...