Estate And Trust Jobs in Sun City

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Full-time 96 views Experience : Min 4 yrs required

least four years’ experience to join its established practice in Phoenix. The ideal candidate will have experience in trust administration, probate and estate tax return preparation. Must... have a strong academic record and excellent professional background or Accounting degree stro...

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Full-time 19 views Experience : Min 8 yrs required

Job Title: Trust, Estate & Tax Attorney Job Responsibilities: -... The Trust, Estate & Tax Attorney will... of tasks related to estate planning and trust administration. -... and filing Form 706 Estate Tax and 709 Gift... Tax returns. - The attorney will be expected...

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

include drafting wills, managing estates, advising clients on estate planning, and handling related... legal matters. - Provide strong client service, ensuring that clients receive exceptional legal advice and representation. - Demonstrate superior writing skills necessary for drafting legal documents, correspondence, and...

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Full-time Experience : Min 2 yrs required

Estate Planning Legal Administrative Assistant Jobtitle:... Estate Planning Legal Administrative Assistant Job... Responsibilities: Legal Administrative Support: - Manage files, open new matters as requested by attorneys, and maintain all relevant document inclusions for the files. - Ensure that all documents have been proofread, edited, and...

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Posted On Jul 23, 26
Full-time 1 views Experience : Min 4 yrs required

Title: Probate Attorney — Lateral Hire Position Overview: We are seeking an experienced Probate Attorney to join our law firm as a lateral hire. The ideal candidate will have substantial experience in probate, trust, and estate administration and be comfortable... handling matters...

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Posted On Sep 29, 26
Full-time 13 views Experience : 3-5 yrs required

Title: Probate Paralegal Job Responsibilities: - Interacting with current and potential clients, various agencies, offices, and court staff - Answering the phone, making calls, and returning calls - Scheduling appointments - Drafting and responding to emails and letters - Mailing correspondence...

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Posted On Sep 08, 26
Full-time 1 views Experience : 8-10 yrs required

a full range of estate administration matters, assisting attorneys... preparation of documents, probate, and filing estate-related tax returns. - Manage client... cases efficiently and effectively. - Prepare various tax returns, including Estate Tax Returns and Fiduciary... Income Tax Returns. - Maintain financial record...

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

the law firm. - Carry a family law caseload including divorce, custody, parenting time, support, and modifications, with significant courtroom time. - Handle estates and probate matters, including wills, trusts, powers of attorney, formal and informal probate, trust administration, guardianship, and conserva......

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Full-time 10 views Experience : Min 10 yrs required

Title: Private Client Services Senior Attorney Job Responsibilities: The primary responsibilities for the Private Client Services Senior Attorney in the areas of estate planning, probate, and trust... and estate administration. The role requires... strong skills in preparing estate and gift tax returns.......

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Full-time 11 views Experience : Min 5 yrs required

the law firm. - Handle estate planning, probate, and trust... and estate administration. - Prepare estate and... gift tax returns, if experienced in this area. - Conduct legal research, writing, and drafting. - Communicate effectively both orally and in writing. - Serve high net worth...

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Full-time 10 views Experience : 4-8 yrs required

duties related to sophisticated estate planning and drafting, trust... and estate administration, estate and gift... tax, and charitable planning. The successful candidate will collaborate with attorneys across various offices within the law firm's Financial Services & Capital Markets strategic industry...

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Full-time 8 views Experience : Min 8 yrs required

Design and implement sophisticated estate plans. - Assist individual and... protection and gift and estate tax issues. - Deliver high-quality,... personalized service with strong attention to detail. - Collaborate primarily with attorneys in the Financial Services & Capital Markets business unit. - Handle multiple...

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Full-time 3 views Experience : Min 5 yrs required

**Members Only.** Employees' Retirement System (COPERS) governing board, as well as the governing boards for the Defined Contribution/Deferred Compensation Plans (DCP) and the Post Employment Health Plan (PEHP), which is a VEBA Trust. The primary responsibilities of... this...

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Posted On Jul 21, 26
Full-time Experience : 3-5 yrs required

initial inventories, annual accountings, and budgets. - Draft estate planning documents, including revocable... trusts, wills, and powers of attorney. - Manage probate matters from opening through closing for both formal and informal proceedings. - Assist with trust administration matters following a... client's death. -...

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Posted On Aug 14, 26
Full-time 5 views Experience : 1-3 yrs required

with clients to provide estate and financial planning services.... The successful candidate will join a dynamic team dedicated to making a significant impact on clients' lives through comprehensive and speak at public workshops to educate potential clients on planning...

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