Title: Legal Assistant/Paralegal Estate Planning Job Responsibilities: - Assist attorneys with their daily activities, providing comprehensive support to ensure efficient workflow. - Conduct thorough research to support estate planning processes and legal decision-making. - Assist with the drafting and reviewing of estate planning documents,...
Title: Paralegal Job Responsibilities: As a paralegal at the law firm, you will be responsible for managing a variety of tasks essential to the legal process. Your primary duties will include taking the lead and proactively managing cases from initiation to conclusion....
Assistant Law Firm Full-time Medical, Dental, Vision, Retirement Job description Law firm is seeking a full-time Legal Assistant for our office. The ideal candidate will be dependable, self-motivated, disciplined, punctual, detail-oriented, able to multi-task, and a team player. Job Title: Legal Assistant Job Responsibilities: - Provide administrative support...
Planning Attorney Job Title Estate Planning Attorney Job Responsibilities - Conduct initial consultations with clients to understand their estate planning needs. - Identify and recommend appropriate strategies to meet clients' objectives, including advising on the suitable type of trusts. - Draft estate planning documents, such as...
Relationship Manager - Private Wealth & Tax Solutions (SoCAL... for sophisticated tax and wealth planning solutions. - Meet with... qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expert...
Relationship Manager - Private Wealth & Tax Solutions Job Responsibilities:... for sophisticated tax and wealth planning solutions. - Convert qualified... leads generated by the Lead Generation Department into active Strategic Partners through consultative selling and demonstration of expertise. - Maintain and grow assigned...
OverviewA law firm seeks an Estate Planning Attorney in California. The ideal candidate is experienced, empathetic, organized, and detail-oriented, ready to contribute positively to the firm's culture. The firm focuses on estate planning, trust administration, and probate, leveraging technology to...