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United States
Posted On Aug 12, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Trusts & Estates Paralegal Job Responsibilities: - Prepare and revise attorney-directed estate planning presentations, written plan summaries, proposals, and implementation materials tailored to each client. - Generate and revise irrevocable trusts and related documents using WealthCounsel document preparation software under attorney supervision. -...

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Full-time 6 views

and their clients. - Assist in developing and implementing advanced irrevocable trust offerings that leverage South Dakota law. - Produce complex trust agreements,... marketing materials, whitepapers, and similar documents. - Develop internal policies, processes, and procedures for onboarding and administering trust offerings. - C...

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Full-time 2 views Experience : 2-5 yrs required

sophisticated estate, trust, and tax planning strategies for advisors and their clients. Your primary responsibilities will include: - Assisting in the development and implementation of advanced irrevocable trust offerings that utilize South Dakota law. - Producing complex trust agreements,... marketing materials, whitepapers...

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Full-time 6 views Experience : 2-5 yrs required

and tax planning strategies tailored for advisors and their clients. Your responsibilities will include: - Assisting in the development and implementation of advanced irrevocable trust offerings that utilize South Dakota law. - Producing complex trust agreements,... marketing materials, whitepapers, and similar documents...

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Personal Trust Administrator Midwest Trust Company is seeking an experienced Personal Trust Administrator to join their team. The successful candidate will work with high net worth clients to develop estate planning techniques and asset management strategies. ### Job Responsibilities - Manage an existing book of trust and investment management accounts - Coordinate the client's overall investment, financial, estate, and income tax planning to assist the client in... 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Note: This job is no longer active.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

reimbursement Education reimbursement Student loan refinancing Commuter benefits Wellness programs Employee discounts Employee assistance program Benefits vary based on role, location, and hours worked. . Bank PWM Trust Officer . Bank is seeking a PWM Trust Officer to join their team. This role has multiple levels, open to candidates with 8+ years of experience in trust administration. The successful candidate will... 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

Listing Info Nolo, the oldest and foremost publisher of do-it-yourself legal books and software for consumers, 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

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