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United States
Full-time 1 views

Title: Attorney - Estate Planning Job Responsibilities - Receive hand-offs from Legal Directors to provide estate planning services for clients. - Meet virtually or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers...

Full-time 8 views Experience : 1-3 yrs required

Title: Orphans' Court Litigation Attorney Job Responsibilities: - Represent clients in Orphans’ Court proceedings, which involve estate disputes, guardianships, and trust administration. - Provide legal counsel and strategic advice to clients dealing with complex estate, trust, and guardianship issues. - Draft and review various...

Full-time 3 views Experience : Min 8 yrs required

Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Performs significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. -...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required

Title: Wealth Strategist II Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients. - Collaborates with more senior planning resources on complex matters and specific subject matters. - Partners in acquiring new clients and works to retain, expand,...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required

Title: Wealth Strategist III Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients, including complex cases. - Collaborate with other planning resources on complex subjects and partner in acquiring new clients. - Retain, expand, and deepen existing client...

Full-time 1 views Experience : 3-5 yrs required

Title: Estate and Trust Attorney Job Responsibilities: - Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, and income taxation, charitable giving, trust administration, wealth transfer, and business succession matters. - Work closely with clients and their outside legal counsel...

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