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United States
Posted On Sep 10, 26
Full-time 4 views Experience : 5-8 yrs required

Job Title: Tax and Wealth Planning Client Service Specialist... other client assistance when needed. - Work closely with attorneys, paralegals, and clients to ensure seamless transfer of information. - Facilitate the... management of client-specific data to enhance the overall approach to dedicate...

Full-time 9 views Experience : Min 3 yrs required

Title: Estate Planning Associate Attorney Job Responsibilities: The Estate Planning Associate Attorney is tasked with a variety of responsibilities aimed at providing comprehensive estate planning services to clients. The main duties include: - Meeting with clients to assess their estate planning needs...

Full-time 1 views Experience : Min 5 yrs required

responsible for representing individuals, executives, families, closely held businesses, charitable organizations, and both individual and corporate fiduciaries. The primary focus is on assisting high-net-worth individuals, families, and fiduciaries in navigating the complexities associated with wealth preservation and transfer. The... a...

Posted On Sep 02, 26
Full-time 1 views

Title: Estate & Probate Paralegal Job Responsibilities: General Description: The Estate & Probate Paralegal is responsible for performing all paralegal duties within the law firm, with a focus on freeing attorney time, delivering exceptional client service, and supporting firm operations. Main Responsibilities: Client Service...

Full-time 1 views Experience : 3-7 yrs required

Title: Estate Planning and Administration Attorney Job Responsibilities: Client Consultation & Strategy - Meet with clients to assess their estate planning needs. - Educate clients on wills, trusts, powers of attorney, healthcare directives, and other planning tools. - Develop tailored estate plans based on family...

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