Estate Planning Jobs in Centerport

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United States
Full-time 3 views Experience : 2-2 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: - Meet... with clients to develop estate planning strategies and guide... families through probate and estate administration. - Conduct annual meetings... with members of the client . Program. - Work collaboratively with paralegals, Workflow Coordinators, Case Managers,...

Full-time 2 views Experience : Min 3 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: - Meet... clients to understand their estate planning needs and objectives. -... Develop comprehensive estate planning strategies tailored to... families through probate and estate administration processes. - Conduct annual... to review and update estate plans as necessary. - Collaborate......

Posted On Aug 12, 26
Full-time 3 views Experience : Min 3 yrs required

Job Title: Probate & Estate Administration Paralegal Job Responsibilities:... Review existing probate and estate administration files to determine... their current status. - Identify any missing documents, filings, signatures, and determine the necessary next steps for each file. - Prepare necessary...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: - Assist lawyers in trial preparation by organizing exhibits, coordinating witnesses, conducting legal research, assisting with client meetings, and filing motions. - Coordinate law office activities, including drafting subpoenas and coordinating with process servers. - Handle administrative tasks such as...

Posted On Sep 25, 26
Full-time 1 views

Responsibilities - Onboard new estate planning clients to ensure... for clients throughout their estate planning process, ensuring consistent... oversee the execution of all steps involved in the estate planning process, ensuring deadlines... are met. - Check documents meticulously for any spelling...

Posted On Sep 25, 26
Full-time 2 views

Title: Receptionist Job Responsibilities: - Greet visitors, clients, and fellow employees upon arrival at the front desk, providing necessary directions or information as required. - Respond to incoming phone calls and emails, ensuring that important information is directed to the appropriate individuals. - Manage...

Full-time 25 views Experience : Min 5 yrs required

Job Title: Estate Planning and Litigation Associate... Attorney Job Responsibilities: - The Estate Planning and Litigation Associate... legal matters related to estate planning and litigation. -... The candidate must manage and prioritize multiple cases and responsibilities, ensuring that all legal documents and...

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

Job Title: Estate Planning and Estate Administration... Responsibilities: - Advise clients on estate planning solutions, including the... attorney, and related advance planning documents. - Oversee the administration... of estates and trusts, ensuring filings, distributions, and fiduciary responsibilities are handled accurately and efficiently. -...

Full-time 3 views Experience : Min 2 yrs required

Job Title: Estate Planning and Estate Administration... Responsibilities: - Advise clients on estate planning solutions, including the... attorney, and related advance planning documents. - Oversee the administration... of estates and trusts, ensuring filings, distributions, and fiduciary responsibilities are handled accurately and efficiently. -...

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

such as asset protection, estate planning, Medicaid planning, and... related legal matters. - Handling client meetings, conducting case evaluations, and managing ongoing advisory engagements. - Drafting and reviewing legal documents, which include wills, trusts, powers of attorney, and healthcare directives. - Conducting l...

Full-time 2 views Experience : Min 5 yrs required

Attorney Job Responsibilities: - Engage in estate planning to help clients... manage and distribute their assets according to their wishes. - Administer estates and trusts, ensuring that all legal and tax obligations are met and that beneficiaries receive their due entitlements. - Provide legal...

Posted On Sep 04, 26
Full-time 5 views

Job Title: Real Estate Paralegal Job Responsibilities: - Assist with... commercial and residential real estate transactions on a day-to-day... edit typical commercial real estate transaction documents, including mortgages,... leases, deeds, assignments, releases, title affidavits, transfer forms, related corporate authorization documents, and post-closing...

Posted On Sep 22, 26
Full-time 7 views Experience : Min 2 yrs required

Prepare, revise, and format estate planning documents, including wills,... trusts, powers of attorney, and health care directives. - Coordinate the execution of estate planning documents, including scheduling... signing meetings and arranging witnesses and notaries. - Assist with probate and estate administration matter...

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

such as asset protection, estate planning, Medicaid planning, and... related matters. Key duties include: - Conducting client meetings and case evaluations to understand individual needs and goals. - Handling ongoing advisory engagements with a client-centered approach. - Drafting and reviewing legal documents such...

Posted On Sep 22, 26
Full-time 8 views Experience : Min 2 yrs required

and Federal and NYS estate tax returns. - Preparing Surrogate... inventories. - Marshalling, organizing, and analyzing asset information for tax planning. - Preparing asset summary spreadsheets. -... Coordinating and working with attorneys on case management. Education and Experience Information: - Minimum of two years of acco...

Full-time 1 views Experience : Min 3 yrs required

Engage in transactional tax planning for business entities, ensuring... guidance and solutions. - Advise and manage tax-related issues for nonprofit organizations, ensuring adherence to applicable tax codes. - Oversee estate and trust income tax... matters, offering strategic advice and planning for clien...

Posted On Aug 12, 26
Full-time 10 views Experience : 3-20 yrs required

law firm seeks an Estate Planning and Litigation Associate... a strong background in estate planning and litigation, with... a commitment to providing exceptional legal legal research and analysis using online research and file legal documents multiple cases...

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