Estate Planning Jobs in Lynn

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Posted On Sep 09, 26
Full-time 2 views Experience : Min 1 yrs required

The individual will be responsible for managing a range of legal and administrative tasks from inception to completion. Key responsibilities include: - Drafting estate planning, probate, and real... estate documents - Preparing and filing... court pleadings - Assisting with MassHealth applications and qualifi...

Full-time 7 views Experience : Min 5 yrs required

Job Title: Estate Planning / Estate Administration... clients to understand their estate planning needs and objectives -... Formulating comprehensive estate plans tailored to individual... client requirements - Drafting estate planning documents, including wills,... requirements - Preparing fiduciary and estate tax returns and accounts,......

Posted On Aug 20, 26
Full-time 2 views

and filing documents for estate administration and probate matters,... including Petitions for Probate, Inventories, Accounts, and Notices. - Process, track, and organize court notices and deadlines to ensure timely compliance. - Prepare, proofread, and format documents and correspondence to maintain high standards...

Full-time 1 views Experience : Min 3 yrs required

Title: Litigation Associate - Fiduciary Litigation Job Responsibilities: - Attendance at team meetings and strategy conferences - Regular client communication - Drafting of pleadings, motions, and memoranda - Conducting legal research - Conducting depositions and witness interviews - Overseeing preparation of discovery requests and responses, including the...

Full-time Experience : 3-10 yrs required

Job Title: Estate Planning & Probate Attorney Job... Responsibilities: As an Estate Planning & Probate Attorney... build and expand the estate planning and probate practice.... You will collaborate closely with an experienced paralegal and a client success coordinator. The role emphasizes autonomy...

Posted On Jun 24, 26
Full-time 3 views Experience : 5-8 yrs required

Title: Experienced Family Law Paralegal Job Responsibilities: The primary responsibilities for this position include managing a busy family law caseload and ensuring that all deadlines are met with precision. The paralegal will be responsible for the entire discovery process, from...

Posted On Sep 02, 26
Full-time 1 views Experience : 2-5 yrs required

Title: Legal Sales Associate - Closer Job Responsibilities: - Engage potential clients with confidence and clarity, transforming initial consultations into lasting partnerships. - Manage and nurture a personal sales pipeline, ensuring each lead receives personalized attention and timely follow-up. - Utilize a modern tech...

Posted On Aug 26, 26
Full-time 40 views Experience : Min 10 yrs required

clients and families, including planning, scheduling, projections, and billing. -... Reviewing and signing tax returns for individual or trust tax clients to ensure accuracy and identify tax-saving opportunities and tax exposures. This includes handling federal, foreign, state, and local tax returns,...

Posted On Sep 10, 26
Full-time 37 views Experience : Min 10 yrs required

of the client/family, including planning, scheduling, projections, and billing.... - Reviewing and signing tax returns for individual or trust tax clients, ensuring accuracy, and identifying tax-saving opportunities and tax exposures. This includes handling federal, foreign, state, and local tax returns,...

Posted On Aug 26, 26
Full-time 11 views Experience : Min 5 yrs required

Proactively manage the tax planning process with clients and... returns for high net worth individuals or trust tax clients, including federal, foreign, state, and local tax returns, estimated payments, extensions, and audits. - Involvement in estate planning and wealth transfer... projects......

Posted On Aug 26, 26
Full-time 18 views Experience : Min 10 yrs required

of responsibilities focused on tax compliance and client interaction. Key duties include: - Managing all aspects of annual tax compliance for business and individual clients. This encompasses planning, scheduling, projections, extensions, responding... to tax notices, conducting research, drafting client memoranda, calculating...

Posted On Sep 10, 26
Full-time 1 views Experience : 1-2 yrs required

financial advisors, attorneys, CPAs, and financial institutions. - Track assets and documents using spreadsheets and cloud-based systems. - Assist with deeds, real estate transfers, trusts, and other... estate-planning documents. - Prepare for client... meetings and manage follow-up. - Keep projects moving with accuracy, org...

Posted On Jun 17, 26
Full-time 6 views

will vary depending on the candidate's experience. Key duties include: - Preparing and reviewing legal documents and correspondence. - Managing client files and maintaining case calendars. - Assisting attorneys with estate planning, probate, and trust... administration matters. - Communicating with clients, courts, financial institu...

Posted On Jun 17, 26
Full-time 5 views

files and maintaining case calendars. - Assisting attorneys with estate planning, probate, and trust... administration matters. - Communicating with clients, courts, financial institutions, and other professionals. - Organizing and maintaining electronic and paper files. - Supporting attorneys with a variety of administrative and su...

Full-time 7 views Experience : Min 5 yrs required

Client International Tax and Estate Planning Associate / Senior... matters and developing cross-border planning strategies to address complex... candidate will be responsible for creating sophisticated estate planning and tax-efficient restructuring... solutions... for high-net-worth international families and their closely held bus...

Posted On Sep 02, 26
Full-time 1 views Experience : 1-8 yrs required

law firm seeks an Estate Planning and Probate Attorney... managing and expanding the estate planning and probate practice,... position offers autonomy, growth opportunities, and a collaborative and manage wills, trusts, and estate families through probate... and estate administration....

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