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Part-time 3 views Experience : Min 3 yrs required

estate planning documents, specifically revocable living trusts, drafted by... the paralegal team. - Sign off on completed plans after confirming accuracy and alignment with client goals. - Provide custom language or revisions when client needs fall outside standard templates. -...

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Posted On Aug 06, 26
Full-time Experience : Min 3 yrs required

Planning Paralegal Job Responsibilities: - Draft revocable living trusts, wills, powers... information, attorney notes, questionnaires, and design documents before drafting. - Prepare customized trust provisions based on each... client’s family structure, assets, goals, and distribution instructions. - Draft specific clauses and language addressing benef...

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Posted On Aug 11, 26
Full-time 1 views Experience : 2-3 yrs required

initial drafts of wills, revocable trusts, powers of attorney,... amendments, assignments, certifications of trust, and related documents using... drafting software. - Review estate-planning questionnaires, asset information, beneficiary designations, and existing documents to identify missing information or issues requiring attorney attention. - Prepare...

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Full-time 19 views Experience : 4-8 yrs required

planning documents, including wills, revocable trusts, and irrevocable trusts,... along with related ancillary documents such as powers of attorney and healthcare directives. - Manage day-to-day estate planning needs for individuals and families, including straightforward and moderately complex planning engagements. -...

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Full-time 17 views Experience : 3-5 yrs required 1 applications

Job Title: Trust & Estates Attorney Job Responsibilities: -... multi-generational trusts. - Create customized trust agreements, including revocable living... trusts, irrevocable life... insurance trusts, grantor retained annuity trusts, and charitable remainder trusts. - Develop specialized documents aimed at wealth preservation, tax minimization, and asset...

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Full-time 4 views

offices, fiduciaries, and closely held business owners on estate, gift, GST, income tax, and succession planning matters. - Drafting legal documents including wills, revocable trusts, irrevocable trusts, powers... of attorney, health care documents, charitable planning documents, and other estate planning instruments....

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Full-time 10 views

the Role We are seeking an experienced estate planning attorney who enjoys solving sophisticated planning challenges, advising high-net-worth clients, and collaborating with a highly engaged team. The ideal candidate has a strong tax background, independently manages complex planning matters while mentoring...

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Full-time 17 views Experience : 7-10 yrs required

Job Title: Trust and Estates Attorney Job Responsibilities: -... multi-generational trusts. - Create customized trust agreements, such as revocable... living trusts, irrevocable life... insurance trusts, grantor retained annuity trusts, and charitable remainder trusts. - Develop specialized documents aimed at wealth preservation, tax minimization, and...

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Full-time 15 views Experience : 4-7 yrs required

including issues related to gift, estate, and generation-skipping transfer taxes. - Structure and implement sophisticated estate plans, which may include wills, revocable and irrevocable trusts, family... limited partnerships, and LLCs. - Counsel clients on wealth preservation, business succession planning, and philanthropic...

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Full-time Experience : 5-7 yrs required

The role involves planning and drafting a variety of trusts including Intentionally Defective Trusts, Spousal Limited Access Trusts, Revocable and Irrevocable Trusts, Charitable... Lead and Charitable Remainder Trusts, and Grantor Retained Trusts. The attorney must be capable of handling complex...

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Full-time 1 views Experience : Min 4 yrs required

planning documents. - Assist clients with wealth preservation and succession planning objectives. - Prepare and review wills, revocable and irrevocable trusts, powers... of attorney, health care proxies, living wills, and related estate planning documents. - Advise clients regarding estate and gift tax planni...

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Full-time 26 views

Attorney – Estate Planning & Tax Planning (0–3 Years Experience) About the Role We are seeking an associate attorney with up to three years of estate planning experience who is eager to build a long-term career in sophisticated trusts and estates practice....

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

documents and advising on trust administration and funding. The... substantial experience in drafting revocable and irrevocable trusts, including... SLATs, ILITs, and charitable trusts. A strong understanding of estate and gift tax law and sophisticated planning structures is essential. The role...

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

documents and advising on trust administration and funding. The... key duties include: - Drafting revocable and irrevocable trusts, such... as SLATs, ILITs, and charitable trusts. - Advising on estate and gift tax law and implementing sophisticated planning structures. - Providing guidance on global...

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Posted On Sep 11, 26
Full-time Experience : Min 3 yrs required

Title: Legal Administrative Assistant (Trust & Estates) Job Responsibilities: - Provide... coordinate meetings, conference calls, travel arrangements, and client appointments. - Prepare, proofread, edit, and format legal documents, correspondence, and client communications. - Draft and assemble estate planning documents, including wills, revocable and irrevocabl...

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Posted On Aug 14, 26
Full-time 1 views Experience : Min 3 yrs required

Planning Paralegal Job Responsibilities: - Draft revocable living trusts, wills, powers... information, attorney notes, questionnaires, and design documents before drafting. - Prepare customized trust provisions based on each... client’s family structure, assets, goals, and distribution instructions. - Draft specific clauses and language addressing benef...

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Posted On Aug 04, 26
Full-time 1 views Experience : Min 2 yrs required

the Position We are seeking an experienced, detail-oriented Estate Planning Paralegal to join our growing law firm. The ideal candidate will have a strong background in estate planning, exceptional organizational skills, and the ability to manage multiple matters while providing outstanding...

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

Job Title: Trust & Estate Associate Job Responsibilities: The... Trust & Estate Associate will... Last Wills and Testaments, revocable and irrevocable trusts, Durable... Powers of Attorney, Living Wills, and Advance Healthcare Directives. On the administration side, the candidate will handle all aspects...

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