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Estate And Trust Jobs in Lake Mary

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United States
Posted On Sep 15, 26
Full-time 1 views
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Affirmative Action Elder Law Estate Planning estates Genetics health insurance Insurance Litigation pleadings Probate
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Affirmative Action Elder Law Estate Planning estates Genetics health insurance Insurance Litigation pleadings Probate

Title: Probate Paralegal Job Responsibilities: - Drafting, filing, and serving pleadings, including motions, petitions, orders, inventories, accounts, notices, and other probate-related pleadings - Communicating with clients, courts, and counsel, including scheduling and confirming appointments and hearing dates - Taking direct assignments from the settlement...

Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts

Tax Manager - Real Estate Duties: The candidate will... consulting services to Real Estate Investment Trusts, Real Estate... Private Equity Funds, and... real estate joint ventures and operating... clients in the Real Estate industry sector. Work directly... with the client,...

Posted On Sep 07, 26
Full-time 2 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Tax Strategy and Transformation Senior Consultant, the individual will support transformation in operations and finance within the Tax Transformation Office. The role involves collaboration with tax subject matter specialists,...

Posted On Sep 07, 26
Full-time 2 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts

Title: Senior Consultant, Tax Strategy - Tax Transformation** **Job Responsibilities:** As a Senior Consultant in Tax Strategy and Transformation, the primary responsibilities include collaborating with Tax subject matter specialists, technologists, and key stakeholders. The role involves participating in tax transformation projects that...

Posted On Sep 25, 26
Full-time 3 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: As a Tax Senior, you will be responsible for the following tasks: - Preparing and reviewing complex federal, state, and local individual tax returns and related workpapers. - Supporting...

Posted On Jul 26, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection branding construction Estate Planning Insurance Litigation marketing personal injury Privacy Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection branding construction Estate Planning Insurance Litigation marketing personal injury Privacy Probate trusts Wills

Job Title: Attorney - Estate Planning Job Responsibilities: - Meeting with... clients to discuss their estate planning goals and needs. -... of attorney, and other estate planning documents. - Advising clients... issues. - Handling probate and trust administration matters. - Representing clients... and staying current on estate planning laws and t......

Posted On Sep 23, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Guardianship pleadings Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Guardianship pleadings Probate

Title: Probate Paralegal Job Responsibilities: The Probate Paralegal is responsible for managing assigned probate and guardianship matters from the initial intake through to the closing of cases. This role involves ensuring that cases move forward efficiently and that accurate records are maintained...

Posted On Jul 20, 26
Full-time 1 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
children Estate Planning family Insurance trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
children Estate Planning family Insurance trusts Wills

Estate Planning Attorney Job Description At law... firm, we’re more than a law firm—we’re a team driven by purpose, united by values, and committed to excellence in everything we do. Our culture is built on collaboration, respect, and a shared dedication to...

Posted On Aug 11, 26
Full-time 3 views Experience : 5-7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents criminal estate tax estates fiduciary Financial Institutions FLSA health insurance Insurance pleadings Probate title trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents criminal estate tax estates fiduciary Financial Institutions FLSA health insurance Insurance pleadings Probate title trusts

*JOB TITLE:* Probate and Trust Administration Paralegal *FLSA STATUS*: Non-exempt Under... general supervision and according to established policies and procedures, the role involves performing a variety of paralegal duties to assist attorneys in managing decedent estates and trusts. This includes drafting court...

Posted On Aug 11, 26
Full-time 3 views Experience : 5-7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents estate tax estates fiduciary Financial Institutions Insurance pleadings Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents estate tax estates fiduciary Financial Institutions Insurance pleadings Probate trusts Wills

Job Title: Probate and Trust Administration Paralegal Job Responsibilities: - Probate... Administration: Manage probate matters from inception through final distribution under attorney supervision, acting as the primary liaison among the law firm, clients, beneficiaries, financial institutions, and court clerks. Responsibilities include preparing...

Posted On Aug 17, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills

JOB TITLE: Trust & Estate Planning Associate JOB RESPONSIBILITIES: The... Trust & Estate Planning Associate plays a... strategies related to trust, estate, wealth transfer, and business... include: - Drafting and editing estate planning documents such as... wills, trusts, powers of attorney, health...

Posted On Sep 28, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate

Job Title: Probate & Estate Administration Attorney Job Responsibilities: - Represent... clients in probate and estate administration matters, ensuring compliance... advice and guidance on estate planning, including drafting wills,... necessary court documents, managing estate assets, and distributing assets... to beneficiaries. - Conduct l...

Posted On Sep 21, 26
Full-time 11 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates family Genetics gift tax Harassment Litigation power of attorney Taxation trusts Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates family Genetics gift tax Harassment Litigation power of attorney Taxation trusts Wills

Estate Planning Associate Attorney Job Title: Estate... with clients to discuss estate planning needs, understand their... the progress of their estate planning matters. - Prepare legal... documents such as wills, trusts, and power of attorney documents tailored to clients' specific circumstances. - Provide guida...

Posted On Jul 17, 26
Full-time 33 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts

Attorney: High Net Worth Estate Planning & Tax Job Responsibilities: -... design and implement customized estate, tax, and wealth-transfer plans... families. - Draft and review estate planning documents, including revocable... planning structures. - Apply federal estate, gift, income, and generation-skipping... transfer tax principles in...

Posted On Jul 20, 26
Full-time 8 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning trusts

Estate Planning Associate Job Description A law... firm is seeking an estate planning attorney with 3... strong experience in drafting estate planning documents, including revocable... and irrevocable trusts, charitable planning, and tax mitigation strategies. The role requires the attorney to work closely...

Posted On Aug 27, 26
Full-time 9 views Experience : 2-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates health insurance Insurance Partnership Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates health insurance Insurance Partnership Taxation trusts Wills

Job Title: Trust & Estates Attorney Job Responsibilities: The... Trust & Estates Attorney will... responsible for handling complex estate planning, asset protection planning,... and trusts and estates administration. The attorney should be equipped to manage and execute legal tasks related to these...

Posted On Aug 16, 26
Full-time 27 views Experience : 1-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Associate Attorney specializing in estate planning and probate matters... to join its team. This role involves working directly with clients to develop comprehensive strategies for asset protection and legacy planning. The ideal candidate will have experience in probate law, trusts,...

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