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Posted On Aug 05, 26
Full-time 2 views

Title: Legal Assistant Job Responsibilities: - Draft, proofread, and format correspondence, pleadings, and legal documents. - Organize and maintain client files, both physical and electronic. - Communicate with clients, courts, and opposing counsel in a professional and friendly manner. - Support attorneys with case preparation...

Full-time 4 views Experience : 2-5 yrs required

them through estate planning, probate, and estate administration. - Exhibit... and the ability to guide clients through sensitive and emotional matters. - Provide solutions-oriented advice to clients on estate planning, probate, trust administration, and asset... protection strategies. - Collaborate effectively with attorneys, para...

Posted On Jul 30, 26
Full-time

Title: Estate Planning Paralegal Job Responsibilities: Client Communication Relationship Management - Serve as a primary point of contact for estate planning clients. - Communicate with clients via phone, email, and in person to gather information, answer questions, and provide updates. - Schedule client meetings and...

Full-time 2 views Experience : Min 1 yrs required

Title: Attorney Job Responsibilities: - Handle sophisticated estate planning, elder law, Medicaid planning, special needs planning, guardianships, estate and trust administration, and long-term care planning. - Collaborate with elder care coordinators, social workers, public benefits specialists, paralegals, and experienced legal professionals to assist...

Posted On Aug 04, 26
Full-time 3 views Experience : 2-5 yrs required

Title: Legal Assistant/Paralegal Job Responsibilities: The Legal Assistant/Paralegal position at the law firm involves a variety of tasks essential for supporting the legal team, particularly in the areas of estate planning, estate administration, and estate litigation. The candidate will be responsible for: -...

Full-time 2 views Experience : 2-4 yrs required

Attorney - Estate Planning, Probate & Elder Law Job Responsibilities: -... focused on estate planning, probate, Orphans' Court litigation, and... Medicaid planning. - Engage in direct client contact and gain courtroom experience from the onset of employment. - Manage a hybrid work schedule, splitting...

Posted On Sep 01, 26
Full-time 1 views Experience : 3-5 yrs required

Title Legal Assistant Job Responsibilities - Assist attorneys by producing well-prepared and accurate documents. - Provide administrative support for the execution and administration of trust, decedents’ and guardian estates, wills intestacy, and other estate and trust matters. - Produce documents such as wills, trust agreements,...

Posted On Jul 29, 26
Full-time 3 views Experience : 5-5 yrs required

Title: Paralegal - Trusts and Estates Job Responsibilities: The primary responsibility of the Paralegal in the Trusts and Estates department at the law firm is to manage and handle larger estates. The candidate is expected to have a high degree of proficiency...

Posted On Sep 05, 26
Full-time 9 views Experience : 7-7 yrs required

TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Philadelphia OVERVIEW: Law firm, a global law firm with over 900 attorneys across the . and around the globe, provides innovative solutions to the legal and business challenges presented by today’s evolving global markets. SUMMARY: The Philadelphia...

Posted On Sep 11, 26
Full-time 2 views

estates and trusts. - Post account information to a fiduciary accounting program. - Maintain financial records for fiduciary accounting and tax preparation. - Prepare fiduciary accountings. - Prepare probate documents and related papers. -... Identify, gather, and arrange valuation of a decedent’s assets. - Perform task...

Full-time 12 views Experience : Min 7 yrs required

Title: Trusts & Estates Associate: Senior Level Job Responsibilities: - Draft and implement complex legal documents, including Revocable Living Trusts, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), and Qualified Personal Residence Trusts (QPRTs). These documents should be tailored to...

Posted On Jul 28, 26
Full-time 3 views Experience : Min 4 yrs required

including tasks such as probate, identification and collection of... assets and debts. - Prepare and file federal and state death tax returns, fiduciary income tax returns, and estate and trust accountings. - Draft and manage nonjudicial settlement agreements. - Track estate deadlines to...

Full-time 1 views Experience : Min 8 yrs required

$75M, including various trusts and private foundations. - Advise on estate, gift, and generation-skipping transfer (GST) tax strategies, focusing on multi-generational wealth transfer and dynasty trust structures. - Oversee trust and estate administration, which includes probate, fiduciary compliance, post-mortem tax... planning, and...

Full-time 1 views Experience : Min 8 yrs required

Title: Trusts & Estates Counsel Job Responsibilities: - Design and implement advanced estate plans for clients with taxable estates exceeding $75 million, including various trust strategies such as GRATs, SLATs, IDGTs, BDITs/BDOTs, QPRTs, nongrantor trusts, CLTs, CRTs, and private foundations. - Advise on...

Posted On Sep 14, 26
Full-time 2 views Experience : 2-5 yrs required

including the preparation of probate petitions and related court... filings, and the collection and valuation of assets. This is done with the instruction and guidance of senior paralegals. - Maintain financial records for the preparation of tax returns and accountings, and...

Posted On Sep 06, 26
Full-time 1 views Experience : Min 5 yrs required

advisors, and accountants. - Collaborate with financial advisors and others to maintain accurate financial records. - Manage day-to-day aspects of estate administration, including coordinating probate of Wills and appointment... of personal representatives. - Collect and value assets, arrange for the payment of de...

Full-time 2 views Experience : Min 6 yrs required

Title Private Client Associate Job Responsibilities The Private Client Associate will be responsible for engaging in sophisticated estate planning and handling estate and trust administration along with transfer tax matters. The position requires working with high-net-worth individuals, families, fiduciaries, and...

Posted On Oct 01, 26
Full-time 6 views Experience : Min 3 yrs required

of Federal and State estate Tax Returns and Federal Gift Tax Returns. - Estate administration tasks, such as preparing and filing probate documents, and advising and... responding to clients. - Trust administration, including preparing withdrawal right notices and appointments of successor tru...

Posted On Sep 05, 26
Full-time 51 views Experience : 3-5 yrs required

Legal Assistant - Private Client Services - Philadelphia H2: Job Description and Qualifications Law Firm: **Members Only.** Location: Philadelphia, PA Practice Area: Private Client Services Job Title: Legal Assistant - Private Client Services Salary: Competitive and commensurate with...

Posted On Sep 14, 26
Full-time 2 views Experience : 1-3 yrs required

Title: Paralegal Assistant - Private Wealth Services Job Responsibilities: The Paralegal Assistant provides essential clerical and administrative support to paralegals and attorneys within the law firm. The primary responsibilities include assisting with document management, file organization, and preparation of materials to support...

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