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Estate Planning Jobs in Lancaster

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United States
Posted On Sep 07, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management

Management, Family Office, Digital Estate Planning Job Responsibilities: - Serve... and scaling the Digital Estate Planning solution, working at... the intersection of Wealth Strategy, Artificial Intelligence, and Client Service. - Leverage artificial intelligence and professional expertise to accurately summarize and reflect...

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Posted On Sep 22, 26
Full-time 5 views Experience : 5-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Job Title: Estate Planning Attorney Job Responsibilities: - Serve... point of contact for estate planning clients. - Assist clients... in completing accurate estate plans that fulfill their... wishes efficiently. - Be available for a 'start' meeting within 5 business days and set up a...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - General Corporate - Contract Law Trusts and Estates - General
Job Tags:
Business Law Civil Rights entity formation Estate Planning health insurance marketing Probate stage
Practice Area:
Estate & Tax Planning Probate Corporate - General Corporate - Contract Law Trusts and Estates - General
Job Tags:
Business Law Civil Rights entity formation Estate Planning health insurance marketing Probate stage

Job Title: Estate Planning, Probate, and Business... Law Attorney Job Responsibilities: The Estate Planning, Probate, and Business... Law Attorney will be responsible for managing all aspects of clients' cases. Key duties include conducting initial consultations and devising strategic plans for clients, delegating...

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Posted On Sep 24, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning father Guardianship Insurance Litigation marketing Probate trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning father Guardianship Insurance Litigation marketing Probate trusts wealth transfer Wills

Job Title: Senior Estate Planning Attorney Job Responsibilities: - Lead... Plans: Draft and oversee the implementation of complex irrevocable trusts, gift planning, and tax-efficient structures. - Drive... Firm Growth: Collaborate directly with the law firm's partners on business development initiatives and operational strateg...

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Posted On Jul 15, 26
Full-time 5 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management

Job Title: Associate Estate Planner - Hybrid Job Responsibilities: -... Prepare estate reviews for clients, including... Provide advisory services on estate tax planning, wealth and... business succession planning, charitable planning, and trust... tax planning. - Communicate with strategic partners,... including attorneys or law...

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Posted On Sep 22, 26
Full-time
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law document review Estate Planning Guardianship Litigation Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law document review Estate Planning Guardianship Litigation Probate trusts Wills

Job Title: Estate Planning and Probate Attorney Job... Responsibilities: The Estate Planning and Probate Attorney... of tasks centered around estate planning and probate law.... wills, trusts, and comprehensive estate plans. - Advising clients on... legal strategies related to estate planning, succession planning, and... estate...

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Posted On Sep 30, 26
Full-time
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate trusts Wills

Bilingual Spanish-Speaking Attorney – Estate Planning Job Responsibilities: - Conduct estate-planning... consultations in both English... educational presentations, workshops, and webinars on estate planning topics. - Explain complex... estate-planning concepts in a straightforward... and approachable manner to diverse audiences. - Identify the unique needs o...

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Posted On Aug 11, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Corporation Estate Planning health insurance Insurance LLC pleadings Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Corporation Estate Planning health insurance Insurance LLC pleadings Probate

Job Title: Estate Planning Legal Assistant Job Responsibilities: -... Draft, review, and redline estate planning documents to ensure... for legal processes. - Prepare and record deeds as part of estate planning and probate procedures. -... Draft probate pleadings, file pleadings and ancillary probate docu...

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Posted On Sep 02, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Civil Rights Estate Planning health insurance marketing Probate stage
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Civil Rights Estate Planning health insurance marketing Probate stage

paralegals and legal assistants, ensuring their work is monitored and meets firm standards. - Prepare documents for estate plans and lead or... participate in final meetings with clients. - Engage in extensive drafting of legal documents. - Assist with marketing efforts through networking,...

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Posted On Sep 12, 26
Full-time 17 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

law firm. - Engage in estate planning, probate, and trust... and estate administration. - Prepare estate and... gift tax returns. - Conduct research, write, and draft documents with excellence. - Communicate effectively both orally and in writing. - Serve high net worth clientele with varying...

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Posted On Sep 09, 26
Full-time 7 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Design and implement sophisticated estate plans for individual and... protection and gift and estate tax issues. - Deliver high-quality,... personalized legal services with strong attention to detail. - Collaborate primarily with attorneys in the Financial Services & Capital Markets business unit. - Demonstrate...

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Posted On Sep 10, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning special projects
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning special projects

Consult with clients on estate plans and strategies, offering... - Engage in special projects related to asset protection and business planning. Document Drafting and Review:... - Draft estate planning documents for clients,... ensuring... accuracy and compliance. - Review documents submit...

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Posted On Sep 14, 26
Full-time 4 views 1 applications
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Job Title Attorney - Estate Planning Job Responsibilities - Assist... wealth management teams with estate planning on a non-exclusive... directly with clients, providing estate planning services. - Collaborate... Legal Directors to deliver estate planning services to clients.... with clients to confirm estate planning needs. - Prepare......

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Posted On Sep 16, 26
Full-time 4 views Experience : Min 2 yrs required
Practice Area:
Corporate - General Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Real Estate - General Real Estate - Leasing
Job Tags:
Energy entity formation Estate Planning health insurance Software
Practice Area:
Corporate - General Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Real Estate - General Real Estate - Leasing
Job Tags:
Energy entity formation Estate Planning health insurance Software

legal documents related to entity formation, real estate, and estate planning. - Handling... and supporting matters pertaining to entity formation, real estate, and estate planning. - Engaging... with clients throughout the legal process, ensuring high levels of client service and maintaining professional...

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Posted On Sep 21, 26
Full-time 47 views Experience : 4-5 yrs required
Practice Area:
Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - Finance Real Estate - General
Job Tags:
Bankruptcy commercial real estate due diligence Employment Law financing documents Insurance Intellectual Property Land Use letters of intent Litigation purchase and sale agreements title zoning
Practice Area:
Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - Finance Real Estate - General
Job Tags:
Bankruptcy commercial real estate due diligence Employment Law financing documents Insurance Intellectual Property Land Use letters of intent Litigation purchase and sale agreements title zoning

Firm Seeks Commercial Real Estate Associate Attorney in Dallas,... as a Commercial Real Estate Associate Attorney in Dallas,... a mid-level commercial real estate associate attorney with 4-5... partners with commercial real estate development and financing transactions... - Positive work environment...

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Posted On Aug 18, 26
Full-time 50 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General

a knowledgeable Tax and Estate Planning Attorney to join... on all facets of estate planning, including tax implications,... dynamics. The successful candidate will report to the Director of the Tax and Estate Planning practice and will... contribute significantly to enhanc...

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