Estate Planning Jobs in Rosedale

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United States
Full-time 3 views Experience : Max 5 yrs required

potential clients on their estate and financial planning options -... clients take action - Design and review personalized estate plans to ensure alignment... with client goals - Guide clients through document signing appointments, making sure they understand their plans completely - Collaborate with attorney...

Full-time 5 views Experience : Min 5 yrs required

TITLE: Senior Counsel, Transactions – Special Projects JOB RESPONSIBILITIES: As a Senior Counsel in the Special Projects Legal Division, the candidate will be responsible for providing legal, transactional, and strategic advice and serving as the project manager for the legal workstream on multifaceted,...

Full-time 2 views Experience : Min 5 yrs required

Title: Senior Counsel, Transactions – Special Projects Job Responsibilities: The Senior Counsel in the Special Projects Legal Division is responsible for providing comprehensive legal, transactional, and strategic advice across multifaceted, multi-agency projects. This includes serving as the project manager for the...

Full-time 2 views Experience : Min 3 yrs required

Staff Attorney – Tier 4 Job Responsibilities: The Staff Attorney – Tier 4 is tasked with providing culturally competent legal services to low-income clients facing eviction, which includes full representation in Housing Court and related proceedings. As the highest-level staff attorney position...

Full-time 8 views Experience : Min 5 yrs required

in all phases of estate and trust administration - Participate... families, executives, and business owners on estate administration - Conduct legal research... and prepare memoranda on estate administration, fiduciary, and tax... issues - Manage Surrogate’s Court calendar and attend Surrogate’s Court proceedings as...

Posted On Jul 07, 26
Part-time 2 views Experience : Min 5 yrs required

Title: Part-Time Legal Assistant / Paralegal Job Responsibilities: - Draft, revise, proofread, format, and prepare various legal documents, including correspondence, contracts, closing documents, estate planning documents, pleadings, discovery... materials, and other legal documents from audio files, templates, forms, and attorney instructions. - Answer...

Posted On Jul 28, 26
Full-time 1 views Experience : Min 3 yrs required

Overview: A boutique Elder Law/Estate Planning Law Firm is seeking... a highly motivated Real Estate Paralegal with a strong... residential and commercial real estate practice and offers the... variety of transactions. Job Title: Real Estate Paralegal Job Responsibilities: - Prepare and... residential and commercial real estate closings. - Draft and process......

Posted On Jul 07, 26
Full-time 2 views Experience : 1-3 yrs required

labels for mailings - Calendaring Fair Hearing/Court Notices 2. Estate Planning: - Drafting Power... of Attorneys, Health Care Proxies, Trusts, Pour-over Wills, Certification of Trusts, and similar documents using software - Drafting Wills - Drafting Deeds and ordering ACRIS/transfer tax d...

Posted On Aug 10, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Senior Tax Accountant (Preparer) Job Responsibilities: The Senior Tax Accountant (Preparer) plays a crucial role within the tax team, focusing on the preparation of various tax returns and assisting clients with diverse tax-related matters. Key responsibilities include: - Preparing federal and...

Full-time 1 views Experience : 3-5 yrs required

but not limited to Estate Planning, Immigration Law, and... Securities Law. - Take depositions of physicians and medical providers to gather essential information for cases. - Handle hearings to advocate for clients' interests. - Update the case management system to ensure accurate and...

Full-time 2 views

but not limited to Estate Planning, Immigration Law, and... Securities Law. This role requires exceptional analytical skills, the ability to negotiate effectively, and a commitment to providing high-quality legal services to our clients. The Attorney will be responsible for representing...

Full-time 1 views Experience : Min 4 yrs required

Title: Trusts & Estates Planning Associate Attorney Job Responsibilities:... The Trusts & Estates Planning Associate Attorney will be... individuals and families on estate planning strategies, drafting sophisticated... estate... planning documents, and assisting... clients... wealth preservation and succession planning objectives. Key responsibilities include:......

Posted On Aug 09, 26
Full-time 11 views

Description Elder Law & Estate Planning Paralegal / Legal... Assistant Law firm is a full-service law firm committed to providing clients with high-quality counsel, innovative solutions, and personalized service. Established in 2000, the firm has expanded to include over 120 attorneys across...

Full-time 1 views Experience : Min 2 yrs required

Job Title: Estate Litigation Associate Job Responsibilities: - Shadow... law, special needs planning, estate planning, estate administration, and... with a focus on estate litigation and related legal... commercial litigation arising from estate disputes. - Provide support for... Surrogate’s Court filings, litigation preparation, and...

Posted On Aug 07, 26
Full-time 1 views

directly with attorneys on estate planning and estate administration... matters. - Prepare correspondence, legal documents, and client communications. - Organize and maintain electronic and physical client files. - Coordinate meetings, client appointments, and attorney calendars. - Communicate professionally with clients, financial advisors, accountants, trust...

Full-time 64 views Experience : 1-2 yrs required

Estates Jr. Associate – Estate Planning or Estate Administration... entities and knowledge of estate administration Law Firm... nationally renowned Trust and Estate group is seeking a... to join our team. We provide high level and complex tax, estate pl...

Posted On Jul 22, 26
Full-time 1 views Experience : 1-8 yrs required

NY office. This role involves supporting law partners by providing thoughtful legal services to individuals and families, fostering meaningful client relationships, and ensuring high-quality legal research and analysis related to trusts and estates planning and wealth with... c...

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