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United States
Full-time Experience : Min 7 yrs required

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth... transfer...

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Full-time 3 views Experience : Min 5 yrs required

areas offering trust and fiduciary administration for high-net-worth individuals... and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. - Deliver proactive legal, regulatory, and general risk management advice and...

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Posted On Sep 11, 26
Full-time Experience : 2-5 yrs required

Title: Paralegal Job Responsibilities: - Draft estate planning documents with precision and adherence to legal standards. - Handle estate administration processes efficiently and accurately. - Work directly with clients to gather necessary information and provide guidance on estate planning and probate matters. - Utilize strong...

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Full-time Experience : 3-7 yrs required

Title: Legal Advisor - Estate Planning and Asset Protection Job Purpose: To provide expert legal advice and services to clients, focusing on estate planning, asset protection, and business planning. This role involves consulting with clients, drafting legal documents, and ensuring compliance with relevant...

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Full-time Experience : 3-7 yrs required

Title: Legal Advisor Job Purpose: To provide expert legal advice and services to clients, focusing on estate planning, asset protection, and business planning. This role involves consulting with clients, drafting legal documents, and ensuring compliance with relevant laws and regulations. Job Responsibilities:...

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Full-time 1 views Experience : 2-5 yrs required

Title: Attorney Job Responsibilities: Client Consultation and Advisory: - Perform consultations providing information to clients regarding legal business issues. - Consult with clients on estate plans and strategies, offering tailored legal advice. - Engage in special projects related to asset protection...

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

Title: Probate/Trust/Commercial Litigation Attorney Job Responsibilities: - Handle probate, trust, and commercial litigation cases. - Draft and file legal documents relevant to these cases. - Conduct comprehensive legal research to support case strategies. - Prepare for and attend hearings, depositions, and trials to advocate on...

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Full-time

Title Attorney - Estate Planning Job Responsibilities - Receive hand-offs from the company's Legal Directors to provide estate planning services for clients. - Meet virtually or in-person with clients to confirm estate planning needs. - Produce typical work products such as...

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

Title: Attorney - Estate Planning and Probate Job Responsibilities: - Perform general litigation duties with a primary focus on estate planning and probate matters. - Draft legal documents including wills, powers of attorney, healthcare surrogate designations, and handle summary administration in probate matters. -...

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Full-time Experience : 3-5 yrs required

Title: Associate Counsel Job Responsibilities: The Associate Counsel is tasked with advising trust officers and other administrative staff concerning trust administration. This role involves undertaking legal research, drafting documents, performing various legal reviews and analyses, and ensuring compliance with state and federal...

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Full-time

Title: Subrogation Attorney Job Responsibilities: - Communicates company legal position to clients and attorneys related to casualty cases. - Analyzes and stays current on health care subrogation laws, regulations, and policies. - Serves as primary liaison with subrogation clients. - Works with company-wide resources to...

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Posted On Sep 08, 26
Full-time 2 views Experience : Min 7 yrs required

Title: Probate, Guardianship, Conservatorship, and Estate Administration Paralegal Job Responsibilities: The role involves working on probate, guardianship, conservatorship, and estate administration matters from start to finish. The candidate will manage estate planning, estate administration, and/or probate cases primarily in the states of...

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Full-time Experience : Min 7 yrs required

Title: Senior Attorney - Strategic Wealth Advisor Job Responsibilities: - Guide clients through high-level wealth strategies, integrating legal, tax, and investment considerations into a comprehensive system. - Connect clients with appropriate fulfillment options such as CPAs, wealth advisors, and deal clubs. - Conduct 10-25...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Wealth Strategist II Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients. - Collaborate with senior planning resources on complex matters and specific subject areas. - Partner in acquiring new clients and...

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Full-time Experience : Min 3 yrs required

Title: Legal Counsel - US, Field Legal Advisory Group Job Responsibilities: - Advise business management on legal issues related to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorney. - Analyze company and client...

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Full-time 1 views Experience : 4-6 yrs required

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in the Private Tax sector, the primary responsibilities include delivering personal and private tax advice and compliance support to business owners, business-owning...

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Full-time Experience : Min 1 yrs required

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options - Meet with clients in consultations, gather necessary information, and help clients take action - Design and review personalized estate plans to...

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Full-time Experience : Min 1 yrs required

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options. - Meet with clients in consultations, gather necessary information, and help clients take action. - Design and review personalized estate plans to...

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Posted On Sep 09, 26
Full-time Experience : Min 2 yrs required

Job Title: Fiduciary Associate Program Participant Job Responsibilities:... that contribute to ongoing fiduciary matters. - Support Trust... with issues related to fiduciary administration, distributions, discretionary decisions,... estates, foundations and charities, fiduciary law, tax considerations, and... applicable state and federal regulations. -...

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