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Estate Planning Jobs in Ballston Spa

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United States
Posted On Sep 21, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning Guardianship Litigation Medicaid special projects
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning Guardianship Litigation Medicaid special projects

attorneys. - Assist attorneys with estate planning, estate administration, and... Prepare, organize, and process estate planning and estate administration... documents. - Coordinate and maintain attorney calendars, appointments, deadlines, and court schedules. - Open and close client files, maintaining accurate and organized electronic and...

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Posted On Aug 13, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Real Estate - General Estate & Tax Planning Probate
Job Tags:
document review escrow instructions Estate Planning Government health insurance Insurance Litigation Probate Real Estate Law Software title
Practice Area:
Real Estate - General Estate & Tax Planning Probate
Job Tags:
document review escrow instructions Estate Planning Government health insurance Insurance Litigation Probate Real Estate Law Software title

We are seeking a highly skilled and detail-oriented Paralegal or Lateral Associate to join our dynamic legal team at the law firm. This pivotal role offers the opportunity to work on real estate transactions, title examinations, and... corporate work supporting...

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Posted On Jun 29, 26
Full-time 15 views Experience : 3-5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Case Law Elder Law Estate Planning estates Guardianship health insurance Medicaid Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Case Law Elder Law Estate Planning estates Guardianship health insurance Medicaid Probate trusts Wills

Draft, review, and finalize estate planning documents, including wills,... trusts, powers of attorney, and healthcare proxies. - Provide legal advice and oversee probate and trust administration, including preparing court filings, inventories, and accountings. Court appearances as needed. - Assist clients...

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Posted On Jul 27, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates LLC Probate Software
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates LLC Probate Software

Job Title: Attorney - Estate Administration and Trust and... Estate Planning Job Responsibilities: The Attorney will... in the areas of Estate Administration, including probate and... well as Trust and Estate Planning. The role requires... the Attorney to handle a variety of legal...

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Posted On Jul 20, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential)
Job Tags:
commercial real estate Estate Planning health insurance Insurance
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential)
Job Tags:
commercial real estate Estate Planning health insurance Insurance

work closely with real estate attorneys, providing support in... matters related to real estate transactions. The primary responsibilities... of both residential and commercial real estate. - Managing and organizing legal... documents related to real estate transactions. - Preparing and reviewing... contracts, agre...

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Posted On Jul 27, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Litigation LLC Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Litigation LLC Probate Software

be responsible for handling Estate Administration, which includes probate... well as Trust and Estate Planning. The candidate will... be expected to utilize their superior communication skills to effectively manage cases and clients. They must think critically and proactively to address...

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Posted On Jul 27, 26
Full-time 3 views Experience : 5-7 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
LLC Software trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
LLC Software trusts

Job Title: Estate and Tax Planning Attorney Job... Responsibilities: The Estate and Tax Planning Attorney... of high net worth estate and tax planning. Key... responsibilities include: - Planning and drafting a variety... of trusts including Intentionally Defective Trusts, Spousal Limited Access Trusts, Revocable...

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Posted On Aug 18, 26
Full-time 1 views Experience : 2-2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
contracts Estate Planning estates health insurance
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
contracts Estate Planning estates health insurance

administration of estates and estate planning. The role involves... preparing legal documents and correspondence, as well as organizing and maintaining files. The administrative assistant will also be responsible for preparing documents for court filing and assisting with additional tasks as...

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Posted On Jul 17, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law estates licensing Medicaid Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law estates licensing Medicaid Probate trusts Wills

legal services in the planning field with a focus... processes. - Handle trust and estate administration and probate processes. -... Conduct guardianship proceedings. - Draft Wills and Trusts. - Maintain and develop outstanding client relationships. - Demonstrate compassion and integrity in interactions with c...

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Posted On Sep 15, 26
Full-time 3 views
Practice Area:
Real Estate - General
Job Tags:
brokers entity formation Estate Planning Litigation operating agreements pleadings title Wills
Practice Area:
Real Estate - General
Job Tags:
brokers entity formation Estate Planning Litigation operating agreements pleadings title Wills

legal matters, including real estate and title files, traffic... defense, estate planning, litigation support, and... interaction and requires the ability to handle multiple responsibilities efficiently. Key responsibilities include: *Real Estate and Title* - Open... and manage transaction files from contract execut...

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Posted On Sep 21, 26
Full-time 10 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Elder Law Estate and Trust Estate Planning estates fiduciary Insurance Litigation Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Elder Law Estate and Trust Estate Planning estates fiduciary Insurance Litigation Taxation trusts Wills

areas including succession planning, tax planning, estate planning, estate and trust... administration, and litigation. The attorney will be involved in drafting legal documents such as wills, trust agreements, and powers of attorney. They will also handle estate and trust ad...

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Posted On Aug 16, 26
Full-time 6 views Experience : Min 1 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family Probate Software trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family Probate Software trusts Wills

all aspects of the estate and trust administration process. -... Prepare Surrogate’s Court filings related to the probate of wills and the appointment of fiduciaries. - Assist in asset transfers, working with financial professionals and clients to complete necessary transfer paperwork. - Compile...

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Posted On Sep 15, 26
Full-time 1 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates trusts Wills

and Estates Job Responsibilities: - Prepare estate planning documents such as... Proxies, and Living Wills. - Assist with high-net-worth tax planning, including preparation of wealth... preservation strategies, income, estate, gift, and generation-skipping transfer... tax analyses, charitable giving structures, and business succession plans. - Manag...

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Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

Services Tax - Real Estate Senior Manager The candidate... will guide clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business...

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Posted On Aug 11, 26
Full-time 14 views Experience : 2-10 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General

a variety of trusts, estate, and elder law matters,... counsel on complex issues. This role demands a thorough understanding of New York State and federal laws, with a focus on client and review estate planning documents, including wills......

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