Estate Planning Jobs in Fall City

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United States
Posted On Jul 07, 26
Part-time 1 views Experience : 2-5 yrs required

Assistant / Paralegal – Estate Planning & Probate Job Responsibilities: -... Answer phone calls and communicate professionally with clients. - Schedule phone calls, Zoom meetings, and in-person appointments. - Manage and maintain shared calendars and daily scheduling. - Create and maintain client files, both physical...

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Posted On Sep 24, 26
Full-time 2 views Experience : Min 5 yrs required

Job Title: Paralegal – Estate Planning, Tax Planning, Funding,... Trust & Estate Administration Job Responsibilities: - Draft and... revise estate planning documents and assist... attorneys with advanced estate and tax-planning matters, including... closely held businesses, real estate interests, and estate and... information, asset summaries, and planning materials for completeness and......

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Full-time 1 views Experience : 4-6 yrs required

with a nationally recognized team that specializes in various aspects of estate and tax planning. Key... responsibilities include: - Assisting individuals and families with sophisticated estate and tax planning techniques.... - Creating and administering family offices. - Administering, decanting, and...

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Posted On Sep 07, 26
Full-time 18 views

includes tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax-related projects. You will work with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. Additionally, you will be...

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Posted On Sep 25, 26
Full-time 20 views Experience : Min 2 yrs required

Job Title: Paralegal (Estate Planning/Probate) Job Responsibilities: - Drafting, editing,... and finalizing correspondence, deeds, estate planning documents, and pleadings. -... Reconciling accounting information provided by probate clients. - Maintaining good communication with clients. - Completing court filings, county recordings, scheduling hearings, and providing notice to...

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Posted On Sep 15, 26
Full-time 2 views

Title: Paralegal/Legal Assistant – Full-Time (Mon–Fri, 9AM–5PM) Job Responsibilities: - Prepare and manage legal documents and case files. - Communicate with clients in a professional and caring manner. - Utilize MS Word and legal practice software such as Family Soft, Smokeball, or similar platforms. -...

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Full-time 2 views Experience : Min 5 yrs required

Attorney is responsible for planning, directing, and coordinating comprehensive... legal services for the organization. The role involves providing counsel to the City Council, staff, committees, and commissions. The Assistant City Attorney may hire, train, assign, supervise, discipline, and evaluate the...

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Full-time 2 views Experience : Min 6 yrs required

We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...

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Full-time 13 views Experience : Min 4 yrs required

Job Title: Estate Planning and Probate Associate... Job Responsibilities: The Estate Planning and Probate Associate... will be responsible for a variety of - Drafting and reviewing estate planning documents such as... administration, which involves preparing estate pleadings, identifying assets and......

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Full-time 29 views Experience : 1-8 yrs required

matters related to guardianship, estate planning, and probate. This... building client relationships, and has a passion for helping families — including those with special needs — navigate critical life planning processes. The role requires... a mix of direct client couns...

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