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

Job Title: Probate, Guardianship, Conservatorship, and Estate... role involves working on probate, guardianship, conservatorship, and estate... planning, estate administration, and/or probate cases primarily in the... states of GA, FL, CA, WI, IN, NC, MN, MD, VA, or IL. Responsibilities include...

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Full-time 5 views Experience : Min 3 yrs required

Title: Associate Estate Planner - Hybrid Job Responsibilities: - Prepare estate reviews for clients, including reviewing documents, preparing firm-specific summaries, and presenting these in client meetings alongside advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession...

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Posted On Aug 03, 26
Full-time 2 views Experience : 3-4 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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Full-time 2 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 4 views 1 applications

Title Attorney - Estate Planning Job Responsibilities - Assist tax and wealth management teams with estate planning on a non-exclusive basis. - Work directly with clients, providing estate planning services. - Collaborate with internal Legal Directors and other professionals. - Receive...

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Full-time 12 views Experience : 2-2 yrs required

Title: Durable Power of Attorney (DPOA) Specialist Job Responsibilities: - Create an outstanding experience for clients to build and maintain client loyalty. - Focus primarily on legal document review and establishing client roles on existing and new accounts. - Assist in overseeing the review...

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Full-time 5 views Experience : 5-7 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Serve as the primary point of contact for estate planning clients. - Assist clients in completing accurate estate plans that fulfill their wishes efficiently. - Be available for a 'start' meeting within 5 business days and set...

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Posted On Sep 21, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Trust Real Estate Advisor III - Oil & Gas Job Responsibilities: As a Trust Real Estate Advisor III, your primary responsibilities include the comprehensive management of oil, gas, mineral, and other specialty assets held in trusts, estates, agency accounts, and investment...

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Full-time 1 views

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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Full-time Experience : Min 6 yrs required

Title: CQA Lead Analyst - Fiduciary Job Responsibilities: The CQA Lead Analyst is tasked with the administration and execution of testing activities within the Independent Risk Review and Assessment (IRRA) second line organization. The responsibilities include: - Partnering with WCIB Business Units and...

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Posted On Jul 29, 26
Full-time 1 views Experience : Min 2 yrs required

Title: Medical Claims Recovery Specialist (Subrogation) Job Responsibilities: - Manage all casualty and estate functions for state Medicaid beneficiaries or deceased Medicaid beneficiaries. - Handle intake, maintenance, claims review, case management, settlement, and all related activities within the assigned caseload. - Ensure compliance with...

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Posted On Jul 29, 26
Full-time 3 views Experience : Min 3 yrs required

maintain a variety of cases with accurate and up-to-date notes from creation to recovery. - Research and verify third-party liability, probate, and beneficiary assets. - Prepare... and submit correspondence, liens, claims, and other legal documents. - Negotiate and settle claim or lien amoun...

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Full-time 2 views Experience : 3-5 yrs required

SAPCR (Suit Affecting the Parent-Child Relationship), modification, enforcement, and protective orders. - Take and defend depositions, argue temporary orders and final hearings, and represent clients at mediation. - Manage contested and uncontested probate cases, including muniment of... title, independent administration, and determinatio...

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