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United States
Full-time Experience : Min 7 yrs required

Title: Relationship Manager, Trust Counsel Job Responsibilities: - Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and...

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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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Posted On Sep 02, 26
Full-time Experience : Min 7 yrs required

Title: Senior Lead Fiduciary Specialist - Estate Services Job Responsibilities: - Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts. - Administer a book of fiduciary relationships, analyzing trust and estate documents, implementing client estate plans,...

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Full-time Experience : 2-6 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Independently meet with wealth advisors, financial planners, and other wealth management members of the Wealth Solutions group to review, fund, and maintain estate plans. - Review and summarize existing estate planning documents, making appropriate recommendations for...

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Full-time Experience : 5-10 yrs required

Title: Elder Law Practice Group Director Job Responsibilities: - Supervise and manage all staff in the Elder Law practice group, ensuring efficient operation and quality legal work. - Monitor caseload and productivity of all staff within the group. - Participate in management and administrative...

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Full-time 3 views Experience : Min 1 yrs required

Title Associate Attorney Job Responsibilities - Host and speak at public workshops to educate potential clients on estate and financial planning options - Conduct client consultations, gather necessary information, and help clients take action - Design and review individualized estate...

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Full-time 1 views Experience : Min 20 yrs required

Job Title: Managing Partner, Estate Planning - Regis ### Job Responsibilities: - Lead and grow the Regis estate planning practice, establishing the technical standard, practice philosophy, and quality bar for the team. - Build, lead, and mentor an elite team of estate planning...

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Posted On Aug 20, 26
Full-time 6 views Experience : 3-5 yrs required

Job Title: Probate Litigation Paralegal Job Responsibilities: - Support... attorneys with probate litigation matters including trust... disputes, conservatorships, and contested estates. - Draft, file, and manage legal documents such as petitions, motions, and court filings. - Coordinate case calendars, deadlines, and court appearances. - Communicate...

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Posted On Aug 27, 26
Full-time 4 views Experience : Min 5 yrs required

Strategies Advisor Job Description: The role of a Wealth Strategies Advisor at Company is integral to supporting Merrill advisors in addressing clients' objectives related to planning, personal philanthropy, and wealth transfer/tax minimization. The position involves building relationships with advisors, centers of influence,...

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Posted On Jul 15, 26
Full-time Experience : Min 4 yrs required

Title: Estates Review & Quality Specialist - Hybrid Job Responsibilities: The Estates Review & Quality Specialist is integral to the estate planning review process at the company. Key responsibilities include: - Reviewing estate planning documents submitted by advisors to ensure...

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Posted On Jul 15, 26
Full-time Experience : Min 4 yrs required

Title: Estates Review & Quality Specialist - Hybrid Job Responsibilities: The Estates Review & Quality Specialist is an integral part of the company's estate planning process, tasked with ensuring the accuracy and completeness of estate planning documents. Key responsibilities include: - Reviewing estate...

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Full-time Experience : Min 2 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Conduct 30-minute phone consultations with clients to determine appropriate estate planning solutions. - Select the appropriate trust type during consultations with clients. - Provide concise and effective legal consultations. - Participate in a streamlined process where estate plans...

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Full-time Experience : 7-10 yrs required

Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is responsible for helping clients complete accurate estate plans that fulfill their wishes efficiently. The attorney must be available for a 'start' meeting within five business days, set a signing meeting at the...

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Full-time Experience : Min 7 yrs required

Estate Planning Attorney Job Responsibilities: The primary responsibility of the Estate Planning Attorney at the company is to assist clients in completing accurate estate plans that fulfill their specific wishes efficiently. This involves being available for an initial 'start' meeting within five...

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