Estate And Trust Jobs in Centerport

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Full-time 3 views Experience : 2-2 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: - Meet... with clients to develop estate planning strategies and guide... families through probate and estate administration. - Conduct annual meetings... with members of the client . Program. - Work collaboratively with paralegals, Workflow Coordinators, Case Managers,...

Full-time 2 views Experience : Min 3 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: - Meet... clients to understand their estate planning needs and objectives. -... Develop comprehensive estate planning strategies tailored to... families through probate and estate administration processes. - Conduct annual... to review and update estate plans as necessary. - Collaborate......

Posted On Aug 12, 26
Full-time 3 views Experience : Min 3 yrs required

Job Title: Probate & Estate Administration Paralegal Job Responsibilities:... Review existing probate and estate administration files to determine... their current status. - Identify any missing documents, filings, signatures, and determine the necessary next steps for each file. - Prepare necessary...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: - Assist lawyers in trial preparation by organizing exhibits, coordinating witnesses, conducting legal research, assisting with client meetings, and filing motions. - Coordinate law office activities, including drafting subpoenas and coordinating with process servers. - Handle administrative tasks such as...

Full-time 79 views

as well as commercial and residential real estate matters. A competitive compensation... and benefits package will be offered to the successful candidate. H2: Responsibilities • Handle a broad range of trusts and estates matters • Handle commercial a...

Full-time 2 views Experience : Min 5 yrs required

Attorney Job Responsibilities: - Engage in estate planning to help clients... manage and distribute their assets according to their wishes. - Administer estates and trusts, ensuring that all legal and tax obligations are met and that beneficiaries receive their due entitlements. - Provide legal...

Posted On Sep 22, 26
Full-time 7 views Experience : Min 2 yrs required

Prepare, revise, and format estate planning documents, including wills,... trusts, powers of attorney, and health care directives. - Coordinate the execution of estate planning documents, including scheduling... signing meetings and arranging witnesses and notaries. - Assist with probate and estate administration matter...

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

such as asset protection, estate planning, Medicaid planning, and... related matters. Key duties include: - Conducting client meetings and case evaluations to understand individual needs and goals. - Handling ongoing advisory engagements with a client-centered approach. - Drafting and reviewing legal documents such...

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

such as asset protection, estate planning, Medicaid planning, and... related legal matters. - Handling client meetings, conducting case evaluations, and managing ongoing advisory engagements. - Drafting and reviewing legal documents, which include wills, trusts, powers of attorney, and healthcare directives. - Conducting l...

Full-time 1 views Experience : 2-5 yrs required

Job Title: Estate Planning and Estate Administration... Responsibilities: - Advise clients on estate planning solutions, including the... preparation of wills, trusts, powers of attorney, and related advance planning documents. - Oversee the administration of estates and trusts, ensuring filings, distributions, and fiduciary...

Full-time 3 views Experience : Min 2 yrs required

Job Title: Estate Planning and Estate Administration... Responsibilities: - Advise clients on estate planning solutions, including the... preparation of wills, trusts, powers of attorney, and related advance planning documents. - Oversee the administration of estates and trusts, ensuring filings, distributions, and fiduciary...

Full-time 25 views Experience : Min 5 yrs required

Job Title: Estate Planning and Litigation Associate... Attorney Job Responsibilities: - The Estate Planning and Litigation Associate... legal matters related to estate planning and litigation. -... The candidate must manage and prioritize multiple cases and responsibilities, ensuring that all legal documents and...

Posted On Sep 22, 26
Full-time 8 views Experience : Min 2 yrs required

and Federal and NYS estate tax returns. - Preparing Surrogate... Court asset inventories. - Marshalling, organizing, and analyzing asset information for tax planning. - Preparing asset summary spreadsheets. - Coordinating and working with attorneys on case management. Education and Experience Information: - Minimum of two years...

Posted On Sep 04, 26
Full-time 5 views

Job Title: Real Estate Paralegal Job Responsibilities: - Assist with... commercial and residential real estate transactions on a day-to-day... edit typical commercial real estate transaction documents, including mortgages,... leases, deeds, assignments, releases, title affidavits, transfer forms, related corporate authorization documents, and post-closing...

Full-time 1 views Experience : Min 3 yrs required

individual, partnership, and corporate tax matters, providing expert legal guidance and solutions. - Advise and manage tax-related issues for nonprofit organizations, ensuring adherence to applicable tax codes. - Oversee estate and trust income tax... matters, offering strategic advice and planning for clien...

Posted On Aug 12, 26
Full-time 24 views Experience : 3-20 yrs required

attorney to advance their career within a collaborative environment, working alongside responsive partners, associates, and legal support staff. The role involves delivering high-quality assistance and insight to clients across various areas of basic and sophisticated estate planning documents i...

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