Estate And Trust Jobs in Rutherford

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Posted On Aug 14, 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...

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Full-time 2 views

Job Title: Estate Planning Attorney Job Responsibilities: - Client... confidently guide them through estate planning options. Clearly explain... on the spot. Build trust, rapport, and long-term client... relationships. - Workshops, Seminars & Community Events: Present at law firm-hosted workshops and educational events (content...

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Posted On Sep 09, 26
Full-time

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...

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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...

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Posted On Aug 06, 26
Full-time 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...

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Posted On Aug 18, 26
Full-time 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...

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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...

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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...

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Posted On Aug 07, 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...

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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...

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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...

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Posted On Aug 07, 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...

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Posted On Jul 15, 26
Full-time 3 views Experience : Min 3 yrs required

Title: Litigation Paralegal Job Responsibilities: - Conduct research to identify relevant preceding cases, statutes, court decisions, legal articles, and other writings pertinent to a case. - Organize documents and coordinate document productions. - Perform bates-stamping, redaction, duplication, and indexing of documents. - Set up and...

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Posted On Jun 12, 26
Contract, Full-time 34 views

Action Step database and Trust Terminator preferred. The candidate... must demonstrate a positive and professional attitude in dealing with colleagues and clients, and have strong interpersonal and communication skills. This is a part-time and summer law position with a salary...

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Posted On Jul 29, 26
Full-time 19 views Experience : 1-12 yrs required

demonstrate a strong understanding of estate planning, trust administration, and... wealth preservation strategies. This position offers the opportunity to work closely with high-net-worth clients and families in crafting personalized estate and tax plans while... growing within a collaborative and sophis...

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