advice on estate planning and wealth transfer strategies to individuals,... couples, and business owners. - Review and customize legal documents related to trusts and estates, such as wills, trusts, powers of attorney, and trust transfer documentation. - Oversee the administration... of trusts...
offers a supportive environment, a reasonable workload, and the opportunity to contribute to a thriving small with clients and collaborate with the legal team to manage cases from start to expert advice on estate planning and wealth transf...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Senior Wealth Strategist The candidate will... consult with high net worth clients regarding their wealth management needs with particular... attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning,... charitable planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions and... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Estate Planning Paralegal The candidate will enter all data into Wealth Counsel timely and accurately.... Prepare Trust Transfer Deeds and all corresponding... forms. File deeds and corresponding forms with county. Review final documents to ensure all names, dates and spellings are correct and formatting is correct so that the final binder is presented to the attorney for review and to client for signature free of errors. Should have 5+ years of experience in Estate Plan drafting.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Paralegal Supervisor The candidate will enter all data into Wealth Counsel timely and accurately.... Prepare Trust Transfer Deeds and all corresponding... forms. File deeds and corresponding forms with the county. Review final documents to ensure all names, dates, and spellings are correct and formatting is correct so that the final binder is presented to the attorney for review and to the client for signature free of errors. Should have 5+ years of experience in Estate Plan draft... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Administration Paralegal The candidate must have 5+ years paralegal experience in Trust Administration, An ABA Recognized Paralegal Certificate, Experience marshalling, organizing and analyzing asset information; valuating assets and strategizing allocation to subtrusts, Experience preparing inventories, asset allocation agreements, asset transfer documents, and Judicial Council... forms, Experience researching and drafting grant deeds, trust transfer deeds, and supportin... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here