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Estate Planning Jobs in Norfolk

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United States
Posted On Jun 30, 26
Part-time 2 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

Job Title: Estate Planning Legal Assistant (Part-Time) Job... Responsibilities: - Conduct client intakes via phone in a professional and compassionate manner, ensuring a positive initial client experience. - Manage scheduling and calendar coordination for attorneys and clients to ensure all parties are informed...

Posted On Sep 10, 26
Full-time 39 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate and Trust Estate Planning estates family fiduciary Insurance Litigation Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate and Trust Estate Planning estates family fiduciary Insurance Litigation Probate Software trusts Wills

H2: Advise Clients on Estate Planning, Asset Protection, and... seeking a talented Trusts and Estates Attorney to join our dynamic team. This is an excellent opportunity for an experienced attorney to specialize in advising clients on estate planning, asset protect...

Posted On Jul 29, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential)
Job Tags:
commercial real estate Estate Planning Litigation marketing pleadings Software title trusts Wills
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential)
Job Tags:
commercial real estate Estate Planning Litigation marketing pleadings Software title trusts Wills

Job Title: Real Estate Paralegal Job Responsibilities: - Prepare and... file legal documents, including deeds, affidavits, pleadings, discovery, notices, and closing-related filings. - Handle the recording of documents with county offices, with a preference for e-recording. - Review, prepare, and balance Closing Disclosures (CDs)...

Posted On Jun 07, 26
Full-time 6 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary fiduciary litigation Financial Institutions Insurance Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary fiduciary litigation Financial Institutions Insurance Probate Taxation trusts wealth transfer Wills

and closely held business owners on estate planning strategies, including tax-efficient... wealth transfer, succession planning, and charitable planning. - Draft... and negotiate sophisticated estate planning documents such as... wills,... revocable and irrevocable trusts, directed trusts, SLATs/GRATs/QPRTs, ILITs, and charitable vehicles tailored...

Posted On Aug 27, 26
Full-time Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

and addressing client needs, and recognizing tax planning and consulting opportunities. The... role involves direct interaction with clients and their advisors to gather necessary information for tax return preparation. The Tax Manager is responsible for reviewing various tax returns, incl...

Posted On Jul 15, 26
Full-time 2 views
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Residential) Real Estate - Purchase and Sale (Commercial)
Job Tags:
commercial real estate contracts corporate formation Estate Planning health insurance HOA Real Estate Law Software title
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Residential) Real Estate - Purchase and Sale (Commercial)
Job Tags:
commercial real estate contracts corporate formation Estate Planning health insurance HOA Real Estate Law Software title

Job Title: Real Estate Processor/Legal Assistant Job Responsibilities: - Manage... residential and commercial real estate files from contract through... closing. - Review purchase contracts and title insurance commitments to prepare transaction files. - Order title searches, surveys, payoff statements, HOA information, and other required...

Posted On Aug 13, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Government Insurance Probate special projects trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Government Insurance Probate special projects trusts Wills

Job Title: Estate Planning Paralegal Job Responsibilities: - Prepare... and assemble estate planning documents, including wills,... trusts, powers of attorney, advance healthcare directives, and related documents. - Assist with probate and trust administration matters, including gathering information, preparing court filings, and coordinating required...

Posted On Aug 18, 26
Full-time 6 views Experience : 7-10 yrs required
Job Tags:
Corporation Deferred Compensation Estate Planning fiduciary finance Insurance pension Software Taxation
Job Tags:
Corporation Deferred Compensation Estate Planning fiduciary finance Insurance pension Software Taxation

Title: Trust Advisor II Job Responsibilities: The Trust Advisor II role involves providing expertise and thought leadership in fiduciary advice and solutions to high net worth clients. This position is part of a broader client-facing wealth team focused on expanding existing relationships...

Posted On Sep 10, 26
Full-time Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

funds, private equity, real estate) with state and local... issues including compliance, advising, planning, and controversies. Participate in... multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and...

Posted On Jun 19, 26
Full-time 8 views Experience : 5-10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Asset Protection children Elder Law entity formation Estate Planning estates Ethics family fiduciary Guardianship health insurance Insurance Litigation LLC marketing operating agreements Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Asset Protection children Elder Law entity formation Estate Planning estates Ethics family fiduciary Guardianship health insurance Insurance Litigation LLC marketing operating agreements Probate Software trusts Wills

and Wealth / Business Planning Job Responsibilities: As an... the areas of legacy planning, estate administration, and broader... wealth-... and business-planning matters. Specific responsibilities include: - Conducting comprehensive estate planning consultations and developing... customized... planning strategies aligned with clients'... personal,...

Posted On Jun 29, 26
Full-time 14 views Experience : Min 5 yrs required
Job Tags:
agreements Conservatorship depositions Estate and Trust Estate Planning estates Ethics executor family fiduciary Insurance pleadings Probate Profit Sharing Software trusts Wills
Job Tags:
agreements Conservatorship depositions Estate and Trust Estate Planning estates Ethics executor family fiduciary Insurance pleadings Probate Profit Sharing Software trusts Wills

Job Title: Trust & Estate Administration Associate Job Responsibilities: The Trust... & Estate Administration Associate at the... duties across trust and estate administration, as well as... tax planning and preparation. Key responsibilities... include: Client Matter Management: - Meeting with attorneys, clients, and other professionals...

Posted On Jul 29, 26
Full-time 38 views Experience : 2-8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

for advising clients on estate planning, asset protection, probate,... candidate will work closely with individuals and families to ensure the smooth transition of assets upon death, handling complex matters such as tax-efficient planning, closely held businesses, charitable... giving, and navigati...

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