Estate Planning Jobs in Lakeway

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Full-time 1 views Experience : Min 3 yrs required

support to clients in estate planning, probate, and guardianship... legal documents related to estate planning, probate, and guardianship... matters. - Conducting client consultations to understand and address their legal needs. - Researching legal issues pertinent to estate planning and r...

Posted On Jul 30, 26
Full-time 1 views

Title: Client Liaison for Estate Planning and Probate Job Responsibilities: This... guiding clients through the estate planning process. Key responsibilities... required documents are notarized (with assistance provided for notary certification if necessary). - Guiding clients through their estate planning documents in a... c...

Full-time 1 views Experience : Min 3 yrs required

Title: Remote Los Angeles Area Estate Planning Attorney Job Responsibilities: - Handle... a wide variety of estate planning matters for a... manage all aspects of estate planning cases independently. - Draft... estate plans with strong knowledge... Los Angeles area for estate plan si...

Posted On Jul 01, 26
Full-time 3 views Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: - Draft estate planning documents, including wills,... and track associated deadlines. - Print, prepare, and process documents for signing to create final packages. - Assist with estate and gift tax returns. -... Communicate with clients professionally and compassionately. - Maintain and...

Posted On Jul 29, 26
Full-time 1 views

on Wills, Trusts, Probate, Estate Administration, Asset Protection, Special... Needs Planning, and Elder Law. - Assist... clients in planning confidently for their future... respect. - Work collaboratively within the team to ensure a supportive and balanced work environment. - Engage in estate planni...

Posted On Jul 21, 26
Full-time 2 views Experience : Min 5 yrs required

Assistant - Corporate and Estate Planning Job Responsibilities: Legal Assistants at... the law firm support attorneys in all phases of cases from inception through trial or closing. Their duties include: - Maintaining multiple attorney/partner dockets. - Maintaining reminders and preparing initial drafts for attorney...

Posted On Jul 29, 26
Full-time 2 views Experience : Max 5 yrs required

on Wills, Trusts, Probate, Estate Administration, Asset Protection, Special... Needs Planning, and Elder Law. - Assist... clients in planning confidently for their future... and guide them through challenging life transitions. - Provide compassionate, professional, and respectful client interactions. - Collaborate with team members...

Full-time 14 views Experience : Min 8 yrs required

within the law firm’s Estate Planning, Probate, and Trusts... responsibilities include: - Focusing on estate and gift tax planning... planning effectively. - Managing and preparing estate plans to ensure that... clients’ estate planning goals are met. -... Creating a variety of estate planning docu...

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

Responsibilities: - Engage in sophisticated estate planning and drafting, trust... and estate administration, and estate and... tax. - Participate in charitable planning initiatives. - Collaborate with attorneys... across various offices within the Financial Services & Capital Markets strategic industry group. - Exhibit exceptional judgment...

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. - Work primarily... with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized service with strong attention to detail. - Demonstrate exceptional...

Full-time 6 views Experience : Min 5 yrs required

recognized team that assists individuals and families with sophisticated estate and tax planning techniques.... The primary responsibilities include: - Creating and administering family offices. - Administering, decanting, and modifying trusts. - Administering complex estates. - Planning with respect to busines......

Full-time 1 views Experience : Min 7 yrs required

Title: Senior Attorney - Strategic Wealth Advisor Job Responsibilities: - Guide clients through high-level wealth strategies, integrating legal, tax, and investment considerations into a comprehensive system. - Connect clients with appropriate fulfillment options such as CPAs, wealth advisors, and deal clubs. - Conduct 10-25...

Full-time 17 views Experience : 3-7 yrs required

matters related to real estate, right of way, and... capital improvement. - Review, analyze, negotiate, and draft contracts for the acquisition and disposition of real property. - Engage in transit-oriented development deals with public and private partners. - Handle legal aspects of leasing,...

Full-time 2 views Experience : 3-5 yrs required

Real Estate Associate Job Title: Real... Estate Associate Job Responsibilities: The... Real Estate Associate will join the... Private Infrastructure & Real Estate Department at the law... diverse clientele, including real estate investors, developers, financial institutions,... businesses with significant real estate interests. - Engaging in... estate...

Full-time 1 views Experience : 5-7 yrs required

Title: Sr. Counsel, Real Estate Job Responsibilities: - Represent the company... in all commercial real estate transactions, ensuring compliance with... complex real estate agreements, land acquisitions, and... contractual obligations. - Negotiate a high volume of complex real estate leases, subleases, licenses, and... agreements...

Full-time 1 views Experience : Min 5 yrs required

Knowledge Management Attorney (Real Estate) Job Responsibilities: The Knowledge Management Attorney... – Real Estate is tasked with enhancing... resources within the Real Estate department, which includes Construction,... Public Finance, and Real Estate practice groups. Responsibilities include: -... Acting as the knowledge management expert...

Full-time 2 views Experience : Min 8 yrs required

Title: Sr. Counsel, Real Estate & Infrastructure Job Responsibilities:... The Sr. Counsel, Real Estate & Infrastructure at the... and management of real estate and infrastructure projects, particularly... in Louisiana. Key responsibilities position and related real estate holdings, including property and......

Posted On Sep 14, 26
Full-time 1 views Experience : 4-7 yrs required

wealth management topics. - Serve as a resource to the field in areas of both simple and sophisticated tax and trust & estate planning strategies, as well... as concentrated position management, corporate executive services, and pre-liquidity transaction planning. - Partner with fiel...

Posted On Aug 10, 26
Full-time 5 views Experience : 1-8 yrs required

law firm seeks an Estate Planning and Probate Attorney... legacies, without the administrative burdens of solo or small-firm high-impact estate planning and probate matters... from intake to complex probate litigation, including guardianships and trust clients in T...

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