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Posted On Jul 17, 26
Full-time 2 views Experience : 3-5 yrs required

Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal will be responsible for various tasks associated with the administration of trusts and estates. Key duties include: - Preparing legal documents and conducting legal research. - Marshalling, organizing, and analyzing...

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

Title: Trust/Estate Administration Paralegal Job Responsibilities: The Trust/Estate Administration Paralegal will be engaged in a variety of tasks essential for the administration of trusts and estates, including those involving complex and high net worth estates as well as probates. The responsibilities include: -...

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Full-time 1 views Experience : Min 1 yrs required

Overview Law firm is a dedicated legal services firm committed to providing professional, reliable, compassionate Probate Administration, Trust Administration, and Estate Planning Services. Our mission is to deliver stress-free legal solutions while our clients are going through a difficult time, ensuring...

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Full-time 8 views Experience : Min 5 yrs required

administration. - Prepare estate and gift tax returns, with a... preference for candidates having experience in this area. - Exhibit strong research, writing, and drafting abilities. - Demonstrate strong oral and written communication skills. - Serve high net worth clientele with diverse backgrounds and...

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Posted On Sep 17, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal provides comprehensive support to attorneys in the Estate Planning and Probate Practice Group at a law firm. Key responsibilities include: - Assisting attorneys in preparing intricate estate planning documents such as wills, revocable...

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Full-time Experience : 2-4 yrs required

Title: Trusts & Estates Associate Attorney Job Responsibilities: - Draft estate plan documents, including wills, trusts, powers of attorney, and directives. - Assist with estate, gift, and generation-skipping transfer tax... matters. - Conduct legal research... prepare memoranda on estate, tax, and trust issues. - Collaborate......

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Full-time 7 views Experience : 10-15 yrs required

strategies, including wealth transfer, tax planning, and asset protection. -... Design and implement sophisticated estate plans, including trusts, business succession structures, and generational planning strategies. - Manage and maintain strong client relationships, serving as a trusted advisor on complex and evolving planning...

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Full-time

Job Title: Estate & Tax Planning Associate Job Responsibilities: The Estate... & Tax Planning Associate at the... services in estate and tax planning, trust administration, and... solutions to meet their estate and tax planning needs. The role... requires proficiency in handling gift...

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Full-time 1 views Experience : Min 3 yrs required

Title: Estate & Trust Attorney Job Responsibilities: - Represent clients in probate and trust litigation matters, including will contests, breach of fiduciary duty claims, and trust modifications. - Draft pleadings, motions, legal memoranda, and discovery requests/responses. - Conduct legal research and analyze complex factual...

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Full-time 18 views

Provide tailored legal advice and solutions. - Develop and implement tax strategies to minimize clients’... tax liabilities, including income, estate,... and gift taxes. - Draft and review... revocable trusts, irrevocable trusts, wills, deeds, and powers of attorney, particularly for high net-worth client...

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Posted On Sep 22, 26
Full-time 2 views Experience : Min 2 yrs required

Job Title: Tax, Trusts & Estates Legal... Provide administrative support to tax, trusts, and estate planning... attorneys by preparing correspondence and legal documents. Maintain client contact via phone and correspondence regarding estate plans. - Prepare, revise, proofread, and redline transactional documents....

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Posted On Jul 28, 26
Full-time 1 views Experience : Min 5 yrs required

Responsibilities: - Prepare estate and gift tax returns, fiduciary accountings,... and legal notices. - Communicate with clients and gather information necessary for trust administration. - Draft trust administration documents, including trust certifications, asset allocation schedules, and documents related to the transfer of assets...

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Full-time 1 views Experience : Min 8 yrs required

Title: Senior Trusts & Estates Attorney Job Responsibilities: - Advise high net worth clients on comprehensive estate planning strategies, encompassing wills, revocable and irrevocable trusts, family limited partnerships, and charitable planning. - Draft, review, and implement complex estate planning documents, trust instruments, powers...

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Posted On Aug 20, 26
Contract, Full-time 1 views Experience : Min 5 yrs required

Title: Estate Planning Senior Paralegal Job Responsibilities: The Estate Planning Senior Paralegal is tasked with managing client matters from the initial intake through to execution, funding, deed recording, and final file completion. The role demands exceptional ownership, accuracy, follow-through, and client communication...

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Full-time 48 views Experience : Min 10 yrs required

Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will join the Taxation, Trusts & Estates Department at a law firm. The primary responsibilities include trust administration and the development of sophisticated estate planning solutions tailored for...

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Full-time 3 views Experience : Min 2 yrs required

Title: Licensed CA Attorney Job Responsibilities: The law firm is seeking licensed California attorneys for a non-litigation, non-traditional position. The role offers flexibility in terms of hours and can be either full-time or part-time. The responsibilities include providing legal expertise in various...

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Full-time 8 views Experience : 5-9 yrs required

department at the law firm. The responsibilities of this position include: - Counseling clients on core estate planning, privacy structures, advanced gift, estate, and generation-skipping transfer... tax planning. - Advising on California... property tax planning and residency planning... for transitory clients, wh...

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