Estate Planning Jobs in Boca Raton

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Full-time 8 views Experience : 4-6 yrs required

Job Title: Real Estate / Private Client /... Estate Planning Associate (4-6 years) Job... Responsibilities: - Collaborate with estate planning attorneys on real... estate aspects of wealth transfer... planning, residential and commercial real estate acquisitions, dispositions, and financings. -... Structure and negotiate real estate transactions involving estate planning......

Posted On Jun 16, 26
Full-time 31 views

Job Title: Estate Planning Paralegal Salary: Competitive,... as a paralegal in estate planning - Proficient in... drafting estate planning documents such as... processes - Familiarity with estate tax laws and regulations... Assist attorneys with drafting estate planning documents - Communicate......

Full-time 5 views Experience : Min 5 yrs required

Client International Tax and Estate Planning Associate / Senior... Client International Tax and Estate Planning Associate / Senior... tax matters and cross-border planning strategies. This includes addressing... legal considerations. The role involves developing sophisticated estate planning and tax-efficient restructuring... sol......

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

Job Summary: Estate Planning Attorney Pay: $90, -... and guardianship seeking an Estate Planning Attorney full time... to join its growing team. Job Title: Estate Planning Attorney Job Responsibilities: - Handle... estate planning, trust and estate... administration, guardianship, and related... litigation. - Prepare estate pl...

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

Assembling and organizing customized estate planning binders which include... Trusts, Wills, Healthcare Surrogate, and Powers of Attorney with meticulous attention to detail. - Preparing signature packages and assisting attorneys during client signing meetings to ensure a seamless process. - Cross-checking documents f...

Posted On Jul 07, 26
Full-time 1 views Experience : Min 2 yrs required

Title: Probate Paralegal and/or Estate Planning Paralegal Job Responsibilities: Probate Paralegal: -... in the public records - Maintain high attention to detail - Engage in extensive contact with financial institutions, including valuing & transferring assets - Maintain extensive client contact Estate Planning Paralegal: - Prepare Trusts, Wills,... Powers...

Posted On Jul 08, 26
Full-time 2 views Experience : Min 2 yrs required

Title: Probate Paralegal and/or Estate Planning Paralegal Job Responsibilities: The law... full-time probate paralegal and/or estate planning paralegal to join... their team. The primary handling all aspects of Estate Administration. This involves managing... death, ensuring that the estate is administered according to......

Full-time 7 views Experience : Min 10 yrs required

advice to clients on estate planning, business formation, special... needs planning, and related areas of... including high net worth estate planning. - Draft legal documents,... including... of attorney, and other estate planning and business documents. -... Draft sophisticated estate and tax planning documents,......

Full-time 2 views Experience : Min 6 yrs required

Advise clients on sophisticated estate, gift, generation-skipping transfer, and... income tax planning matters. - Design and implement... complex wealth transfer strategies for high net worth individuals and families. - Counsel clients regarding family structures, fiduciary matters, charitable planning, business succession planning, and......

Posted On Jun 22, 26
Full-time 6 views Experience : Min 3 yrs required

manage matters related to estate planning - Support attorneys with... document preparation, coordination, review, and filing - Track case deadlines, tasks, and documents to ensure timely case progression - Perform accurate data entry and maintain organized electronic and physical files - Coordinate document execu...

Full-time Experience : Min 3 yrs required

in sophisticated private client matters involving trusts and estates. The associate will work closely with high-net-worth individuals, fiduciaries, and family offices on complex private client issues, including tax and succession planning. Responsibilities include: - Estate planning and estate and... trust admini...

Full-time 84 views Experience : Min 3 yrs required

. in Taxation or Estate Planning and should have... 3+ years of experience. Bar admission in one or more states in which the Firm has an office and where the candidate desires to be resident is required. The Tax,...

Posted On Sep 05, 26
Full-time 14 views Experience : Min 5 yrs required

to the legal and business challenges presented by today’s evolving global markets. SUMMARY: The law firm is seeking an experienced Trust and Estate Paralegal to support the... Private Client/Wealth Planning practice group based out... of Boca Raton, Florida. In a col...

Full-time 10 views Experience : 2-10 yrs required

have experience in complex estate planning, asset protection planning,... areas, ensuring that clients' estate planning needs are met... precision and care. Attorneys in this position will be expected to manage and execute estate planning strategies that align... with clients'...

Full-time 4 views Experience : 3-20 yrs required

Client International Tax and Estate Planning Associate / Senior... minimum of 5 years of experience in international tax and estate planning, with a focus... on advising high-net-worth international families and their on international tax matters and cross-border planning ...

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