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Estate Planning Jobs in Peabody

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United States
Posted On Jun 25, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax estates fiduciary health insurance Insurance Taxation trusts
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax estates fiduciary health insurance Insurance Taxation trusts

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,......

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Posted On Aug 20, 26
Full-time 2 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
commercial real estate Estate Planning fiduciary litigation Insurance Probate Real Estate Law special projects Women
Practice Area:
Probate Trusts and Estates - General
Job Tags:
commercial real estate Estate Planning fiduciary litigation Insurance Probate Real Estate Law special projects Women

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...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
depositions Estate Planning fiduciary litigation health insurance Insurance Litigation pleadings Probate
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
depositions Estate Planning fiduciary litigation health insurance Insurance Litigation pleadings Probate

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...

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Posted On Jun 17, 26
Full-time 6 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions health insurance LLC Probate Software
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions health insurance LLC Probate Software

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...

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Posted On Jun 17, 26
Full-time 5 views
Job Tags:
Estate Planning Financial Institutions health insurance LLC Probate Software
Job Tags:
Estate Planning Financial Institutions health insurance LLC Probate Software

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...

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Posted On Sep 09, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Guardianship and Conservatorship Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
banking Elder Law Estate Planning health insurance Insurance LLC pleadings Probate Social Services Software Transportation
Practice Area:
Guardianship and Conservatorship Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
banking Elder Law Estate Planning health insurance Insurance LLC pleadings Probate Social Services Software Transportation

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...

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Posted On Sep 10, 26
Full-time Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Financial Institutions trusts wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Financial Institutions trusts wealth management

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...

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Posted On Aug 26, 26
Full-time 40 views Experience : Min 10 yrs required
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer

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,...

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Posted On Sep 10, 26
Full-time 37 views Experience : Min 10 yrs required
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer

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,...

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Posted On Aug 26, 26
Full-time 11 views Experience : Min 5 yrs required
Job Tags:
equity Estate Planning family fiduciary health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary health insurance Insurance partnerships pension trusts wealth management wealth transfer

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......

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Posted On Aug 26, 26
Full-time 18 views Experience : Min 10 yrs required
Job Tags:
equity finance health insurance Insurance partnerships pension Taxation wealth management
Job Tags:
equity finance health insurance Insurance partnerships pension Taxation wealth management

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...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning health insurance Living Trusts Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning health insurance Living Trusts Probate trusts Wills

Job Title: Senior Estate Planning Paralegal Job Responsibilities: - Draft... and manage complex estate planning documents, including Revocable... Protection Trusts (MAPTs), First-Party and Third-Party Special Needs Trusts (SNTs), Real Estate Deeds, and Trust Funding... Documents. - Manage multiple estate planning matters simultaneously, coordinatin......

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Posted On Sep 01, 26
Full-time Experience : 3-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law divorce Estate Planning Family Law LLC personal injury Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law divorce Estate Planning Family Law LLC personal injury Probate trusts Wills

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...

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Posted On Jun 24, 26
Full-time 3 views Experience : 5-8 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
Child Support divorce domestic relations Estate Planning Family Law LLC personal injury Probate satellite
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
Child Support divorce domestic relations Estate Planning Family Law LLC personal injury Probate satellite

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...

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Posted On Sep 02, 26
Full-time 1 views Experience : 2-5 yrs required
Job Tags:
divorce Estate Planning Family Law LLC partnerships personal injury Probate
Job Tags:
divorce Estate Planning Family Law LLC partnerships personal injury Probate

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...

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Posted On Sep 03, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates trusts wealth transfer

Trusts & Estates Attorney Job Title: Experienced Trusts & Estates Attorney Job Responsibilities: The Trusts and Estates Attorney will work within the Trusts and Estates department at the law firm. The primary responsibilities include: - Collaborating with a team of highly-skilled attorneys in the Trusts...

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Posted On Aug 19, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income,... estate, gift, and wealth transfer... taxes. - Serve as a primary point of contact for...

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Posted On Sep 02, 26
Full-time 1 views Experience : 1-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

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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