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United States
Posted On Jul 13, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
brokers Estate Planning finance Financial Institutions Genetics Insurance Medicaid Software
Practice Area:
Estate & Tax Planning
Job Tags:
brokers Estate Planning finance Financial Institutions Genetics Insurance Medicaid Software

Title: Paralegal and Administrative Employee Job Responsibilities: The primary responsibility of the candidate will involve handling various paralegal and administrative tasks related to estate planning. The individual will be responsible for managing all aspects of a client's estate plan as allocated by...

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The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.

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Estate/Trust Tax Specialist Law Firm is seeking an experienced Estate/Trust Tax Specialist to join its Transaction & Personal Division. The ideal candidate will have a Bachelor's degree in Accounting, Finance, or other related field and one (1) to three (3) years of progressively responsible experience in estate or trust administration, finance, accounting, or business (preferably in the state of Pennsylvania). ## Job Responsibilities: - Attend client meetings, ide... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Planning Paralegal The candidate will prepare personal financial statements, flow charts, diagrams and other support documents for estate planning based on individual tax returns, asset lists and other documentation as provided by accountants and clients. Will advise attorney on proper estate plan for client. Review draft estate planning documents for accuracy. Maintain familiarity and compliance with Orphans’ Court Rules pertaining to estates and trusts. Assist cli... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Planning Paralegal - Elder Law The candidate will prepare asset protection plans for clients based on their goals related to long-term care, according to their circumstances, assets and other factors. Assist with asset transfers to realize said plans, when necessary, by preparing deeds and modifying ownership/beneficiaries of assets. Prepare estate planning documents such as power of attorney, complex wills and trust agreements. Review current estate planning document... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Planning/Elder Law Paralegal Duties: Under the direction of the Estate Department Chair, shall have the general responsibility for all aspects of a client’s estate plan and long term care plan as assigned by attorney. Shall prepare personal financial statements, flow charts and asset protection plans, work with client to change asset titles and beneficiary designations as their plan dictates. Prepare wills, trusts and other estate plan documents for clients. Prepare M... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Administration Paralegal Duties: Attend client meetings and gather relevant information required for the administration of the estate or trust. Review Wills and trust documents to determine client’s dispositive intent. Keep accurate file notes for attorney review. Prepare probate and other support documents for estate/trust administration based on estate planning documents, individual tax returns, asset lists and other documentation as provided by accountants and clie... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Risk Management Patient Safety Duties: Oversee the Risk Management and Patient Safety department. Responsible to organize, coordinate a organization wide risk management and patient safety management program. Integration of patient safety and risk data into sustained programs and systems that improve clinical outcomes and foster the safe delivery of healthcare. Assures compliance with corporate policy and other standards of performance for assigned areas. Monitors c... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Investments Legal Counsel The candidate will provide advice on all aspects of new product developments, preparation, filing and management of all regulatory filings, disclosure and other documents required under the federal securities laws. Will coordinate with compliance department to provide legal analysis and advice in connection with the ongoing development of procedures, the resolution of potential compliance issues and the conduct of regulatory examinations... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

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