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United States
Full-time 3 views Experience : 1-3 yrs required

Job Title: Estate Planning Attorney Job Responsibilities:... on living trusts and estate plans, primarily through phone... prospective clients to design estate plans and offer relevant... review and update their estate plans. - Seminar Participation:... - Speak at live seminars...

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Posted On Sep 03, 26
Full-time 5 views Experience : 4-8 yrs required

Manager - Tax & Estate Planning Job Responsibilities: - Advising and... consulting on estate planning processes to create... plans from income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Providing tax planning and......

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Posted On Sep 03, 26
Full-time 4 views Experience : 4-8 yrs required

Manager - Tax & Estate Planning - Remote Eligible Job... and consulting on the estate planning process, focusing on... income distribution, business succession, estate preservation, and estate plan... reviewing legal documents concerning estate and business succession planning. -... Providing tax planning and......

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Full-time Experience : 1-3 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: Client Consultation: -... on living trusts and estate plans, primarily via phone... prospective clients to design estate plans and offer services. -... review and update their estate plans. Seminar Participation: - Speak at... and educating attendees on estate planning an...

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Full-time Experience : 1-3 yrs required

Estate Planning Attorney Overview Salary Range: ... primary responsibility of the Estate Planning Attorney is to... in the realm of estate planning. This includes drafting... wills, and other essential estate planning documents. The role... requires close collaboration with clients nationwide, participation in...

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Posted On Jul 20, 26
Full-time 1 views Experience : 3-5 yrs required

Job Title: Estate Planning Administrative Assistant Job Responsibilities: Client... individuals for specific questions and service requests. - Provide timely updates to clients regarding the status of their estate plans. Document Preparation: - Draft estate... planning documents, such as... wills, trusts, and powers of attorney,...

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Full-time 1 views

issues. - Consult with clients on estate plans and strategies, offering... tailored legal advice. - Engage in special projects related to asset protection and business planning. Document Drafting and Review: - Draft... estate planning documents for clients,... ensuring... accuracy and compliance. - Review documents subm...

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Posted On Aug 17, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Paralegal Job Responsibilities: Client Interaction: - Assign and answer client-submitted questions. - Perform structure clarification consultations with clients. - Conduct binder reviews with clients, ensuring accuracy and completeness. Document Review and Management: - Review blueprints for accuracy and escalate...

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