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Elder Law Jobs in Monona

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United States
Posted On Aug 04, 26
Full-time 5 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Retirement Planning trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Retirement Planning trusts Wills

TITLE: Estate Planning Attorney JOB RESPONSIBILITIES: - Assist clients in designing estate plans that align with their goals and budgets. - Conduct client meetings to gather information, understand client concerns, and explain planning options. - Draft timely and accurate estate...

Posted On Sep 09, 26
Full-time 6 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Title: Private Wealth Senior Counsel Job Responsibilities: - Design and implement sophisticated estate plans. - Assist individual and business clients with various aspects of wealth management. - Address asset protection and gift and estate tax issues. - Collaborate primarily with attorneys within the Financial Services...

Posted On Sep 09, 26
Full-time 6 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

gift tax, and charitable planning. The successful candidate will be required to work with attorneys across various offices within the law firm's Financial Services &... Capital Markets strategic industry group. The role demands handling multiple projects effectively, articulating legal strat...

Posted On Jul 02, 26
Full-time 7 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Software Transportation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Software Transportation trusts

Title: Legal Assistant/Paralegal Job Responsibilities: - Manage the attorney's calendar and handle phone calls, acting as the attorney's "gatekeeper". - Greet clients and assist them as necessary. - Print and organize estate planning portfolios. - Research legal descriptions, draft deeds, and complete transfer tax returns. -...

Posted On Sep 06, 26
Full-time 3 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Business Law equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Business Law equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate

Title: Trust & Estate Planning Associate Job Responsibilities: The Trust & Estate Planning Associate will be responsible for supporting a wide range of estate planning and administration matters. Key duties include: - Assisting with the drafting of estate planning and business succession documents...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions health insurance Insurance LLC Probate Securities trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions health insurance Insurance LLC Probate Securities trusts Wills

Trust Administration Job Description: A law firm is seeking a... highly motivated and detail-oriented paralegal to join the Estate Planning team. This position requires at least 5 years of experience, excellent client service and communication skills, high-level organization skills, and the...

Posted On Jul 24, 26
Full-time 30 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning LLC Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning LLC Probate

Title: Estate Settlement & Estate Planning Paralegal Job Responsibilities: - Support the estate planning and estate settlement practices, focusing primarily on probate and trust administration. - Collaborate closely with attorneys, senior paralegals, and clients to manage estate matters efficiently from initial intake through...

Posted On Aug 14, 26
Full-time 1 views
Job Tags:
Elder Law Estate Planning health insurance Insurance Privacy trusts Wills
Job Tags:
Elder Law Estate Planning health insurance Insurance Privacy trusts Wills

with independently managing payroll and core bookkeeping functions for the law firm. Key responsibilities include: -... Processing payroll independently, which involves calculating wages, handling deductions, garnishments, and managing direct deposits. - Monitoring computer-generated reports for errors, troubleshooting discrepancies, and reconciling payroll issues. -...

Posted On Aug 21, 26
Full-time
Job Tags:
artificial intelligence Elder Law Estate Planning estates marketing Software title trusts
Job Tags:
artificial intelligence Elder Law Estate Planning estates marketing Software title trusts

by providing coaching, education, training, content, and practical resources to help estate planning attorneys build successful law practices. The key responsibilities... include: - Providing one-on-one and group coaching, training, and educational programming on topics such as marketing, client acquisition, law...

Posted On Aug 25, 26
Full-time 3 views Experience : 1-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

Job OverviewA law firm seeks a Trust... and Estate Planning Associate with 1-4 years of relevant experience to join its Estate Planning Practice Group in Madison, WI. The associate will engage in a variety of estate planning and administration tasks,...

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