Estate And Trust Jobs in Issaquah

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Posted On Sep 25, 26
Full-time 20 views Experience : Min 2 yrs required

Job Title: Paralegal (Estate Planning/Probate) Job Responsibilities: - Drafting, editing,... and finalizing correspondence, deeds, estate planning documents, and pleadings. -... Reconciling accounting information provided by probate clients. - Maintaining good communication with clients. - Completing court filings, county recordings, scheduling hearings, and providing notice to...

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Posted On Sep 24, 26
Full-time 2 views Experience : Min 5 yrs required

Job Title: Paralegal – Estate Planning, Tax Planning, Funding,... Trust & Estate Administration Job Responsibilities: - Draft and... revise estate planning documents and assist... attorneys with advanced estate and tax-planning matters, including... trusts, closely held businesses, real estate interests, and estate and......

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Full-time 1 views Experience : 4-6 yrs required

with a nationally recognized team that specializes in various aspects of estate and tax planning. Key... responsibilities include: - Assisting individuals and families with sophisticated estate and tax planning techniques.... - Creating and administering family offices. - Administering, decanting, and...

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Posted On Sep 07, 26
Full-time 18 views

Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will involve tax consulting and tax return preparation duties. This includes tax research, tax planning, and the preparation of supporting digital work papers for...

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Posted On Sep 15, 26
Full-time 2 views

Title: Paralegal/Legal Assistant – Full-Time (Mon–Fri, 9AM–5PM) Job Responsibilities: - Prepare and manage legal documents and case files. - Communicate with clients in a professional and caring manner. - Utilize MS Word and legal practice software such as Family Soft, Smokeball, or similar platforms. -...

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Posted On Jul 07, 26
Part-time 1 views Experience : 2-5 yrs required

Assistant / Paralegal – Estate Planning & Probate Job Responsibilities: -... Answer phone calls and communicate professionally with clients. - Schedule phone calls, Zoom meetings, and in-person appointments. - Manage and maintain shared calendars and daily scheduling. - Create and maintain client files, both physical...

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Full-time 3 views

Job Title: Estate Planning Attorney Job Responsibilities:... Draft and implement advanced estate planning documents such as... clients, families, closely-held businesses, private foundations, and fiduciaries. - Collaborate with professional advisors and other advanced estate planning attorneys from other... jurisdictions on soph...

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Posted On Sep 16, 26
Full-time 3 views Experience : Min 3 yrs required

engagements - Handle new client intake - Schedule client appointments - Correspond with clients and gather client information - Serve as a reliable team member for transactional practice areas, including estate planning, real estate, and... related projects Education and Experience Information: - Minimum of 3+ year...

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Posted On Jul 08, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Trust and Estate Gift Program Manager Job Responsibilities: -... Manage the trust and estate gift program and serve... on all trust and estate matters. - Plan charitable strategies... administrative oversight for all estate execution activities. - Open, organize,... and monitor files for...

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Full-time 2 views

Job Title Estate and Document Attorney Job Responsibilities... - wealth management teams with estate planning on a non-exclusive... Legal Directors to provide estate planning services for clients.... or in-person to confirm estate planning needs. - Prepare... typical estate planning documents, including...

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Full-time 2 views Experience : Min 6 yrs required

We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...

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Full-time 4 views Experience : Min 3 yrs required

will lead the Tribal Estate Planning and Legal Access... Fellowship at a reputed firm within the department. This role encompasses mentorship, community engagement, and direct legal service. Key responsibilities include: - Designing and supervising the Tribal Estate Planning and Legal Access......

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Posted On Aug 17, 26
Full-time 24 views Experience : 1-3 yrs required

to contribute to its expanding Trusts and Estates practice. This position offers the opportunity to work on sophisticated estate planning matters and complex... probate and trust administration cases, serving clients... throughout the Pacific Northwest. The ideal candidate will be expe...

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