Estate And Trust Jobs in Clifton

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Full-time Experience : Min 3 yrs required

Job Title: Part-Time Remote Estate Planning Attorney Job Responsibilities: - Review... estate planning documents, specifically revocable... living trusts, drafted by the paralegal team. - Sign off on completed plans after confirming their accuracy and alignment with client goals. - Provide custom language or revisions...

Posted On Sep 09, 26
Full-time 1 views

Job Title: Legal Intern, Estate Planning Job Responsibilities: -... and legal staff with estate planning matters. - Review... client information and estate planning questionnaires for accuracy... and completeness. - Help organize information relating to clients, family members, assets, beneficiaries, and...

Full-time 62 views Experience : Min 5 yrs required

Tax Partner - **Members Only,** **Members Only,** is seeking a New Jersey and/or New York Tax Attorney to join the firm as a Partner. The Tax Partner will be responsible to provide professional legal counsel and representation for high-net-worth individuals, institutions, and...

Part-time 3 views Experience : Min 3 yrs required

Title: Part-Time Remote NY Estate Planning Attorney Job Responsibilities: -... Review 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...

Full-time Experience : Min 3 yrs required

Job Title: Estate Planning Attorney (Part-Time, Remote) Job... Responsibilities: - Review estate planning documents, specifically revocable... Sign off on completed estate plans after ensuring their... accuracy and alignment with the client's goals. - Provide custom language or make revisions when client needs extend...

Posted On Aug 06, 26
Full-time 1 views Experience : Min 3 yrs required

Job Title: Estate Planning Paralegal Job Responsibilities: - Draft... healthcare directives, and related estate planning documents using WealthCounsel. -... 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...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required

Trust and Estate Tax Manager The candidate... with clients. Review individual, trust, partnership and corporate tax... returns prepared by tax staff and/or seniors for accuracy. Research and draft memorandum involving complex tax matters. Identify and implement tax planning opportunities. Handle...

Posted On Sep 22, 26
Full-time Experience : Min 5 yrs required

Title: Paralegal/Legal Assistant Job Responsibilities: - Conduct client interviews to gather relevant information for legal cases - Maintain and organize client files and documents - Assist attorneys in preparing legal documents - Assist with document review and analysis - Perform...

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

preparation of Trusts and Estate binders, which involves compiling... letters and emails, saving relevant documents, and organizing materials. - Assembling final binder sets for mailing, including the preparation and attachment of FedEx labels, tables of contents, and ensuring proper formatting. - Printing...

Full-time 95 views Experience : Min 3 yrs required

handle a variety of tasks including advising clients on tax planning, estate planning, and the administration... of trusts and estates. The associate will work closely with clients to develop and implement strategies to minimize tax liabilities and ensure compliance with...

Posted On Sep 22, 26
Full-time 73 views Experience : Min 2 yrs required

Firm is seeking a Legal Assistant with Trusts and Estates experience to join their team. The successful candidate will have 2+ years of litigation assistant experience with knowledge of Surrogate Court filings, court procedures, Probate and Elder Law (Medicaid...

Posted On Aug 14, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust... and Estate Administration Paralegal will be... managing all phases of estate and trust administration. Key... responsibilities include: - Handling probate processes, with a strong understanding of New Jersey and New York probate...

Posted On Aug 16, 26
Full-time 1 views Experience : 3-4 yrs required

Job Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust... and Estate Administration Paralegal is responsible... managing all aspects of estate and trust administration. This... the preparation of federal estate tax returns and fiduciary... overseeing the distribution of estate assets, and managin...

Posted On Sep 22, 26
Full-time 109 views Experience : Min 3 yrs required

Firm is seeking a Trusts and Estates Paralegal with 3 Years of Experience Law Firm has an immediate opening for a Trusts and Estates Paralegal with 3 years of experience in all aspects of the administration of estates. The...

Full-time 3 views Experience : Min 1 yrs required

Title Commercial and Trusts & Estates Litigation Attorney Job Responsibilities - Conduct in-depth legal research and analysis to support litigation matters, including commercial disputes and trusts & estates litigation such as will contests, fiduciary disputes, accounting proceedings, and probate litigation. - Draft and prepare...

Posted On Aug 14, 26
Full-time 97 views Experience : 3-20 yrs required

Will be responsible for providing professional legal counsel and representation for high-net-worth individuals, institutions, and corporations. Act as an advocate and advisor concerning legal rights and obligations and recommend best practices and courses of action related to tax, trust,...

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