Legal Estate Planning Jobs Jobs in Victor, NY

Legal Staff Paralegal in Canandaigua, NY

Law Firm • **Members Only** Canandaigua, NY

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Posted On Sep 22, 26

Full-time 1 views Experience : Min 2 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate and Trust Estate Planning estates Financial Institutions health insurance Insurance Probate Software trusts Wills

Estates Paralegal who thrives both working independently and in a collaborative environment and who takes pride in helping clients navigate some of life’s most difficult transitions. The Estates Paralegal will support our attorneys in all aspects of estate planning, a...

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Legal Staff Paralegal in Penfield, NY

Law Firm • **Members Only** Penfield, NY

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Posted On Aug 05, 26

Full-time 1 views

Practice Area:

Probate Trusts and Estates - General

Job Tags:

Elder Law Estate Planning Financial Institutions Government health insurance Insurance Probate Software

law firm specializing in Estate Planning, Estate Administration, and... motivated, organized, and detail-oriented Estate Administration Paralegal. The firm... in handling New York estate administration. The firm is... willing to train individuals who demonstrate strong organizational skills, professionalism, and a desire...

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Legal Staff Paralegal in Rochester, NY

Public Interest • **Members Only** Rochester, NY

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Posted On Jul 08, 26

Full-time 2 views Experience : Min 2 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Affirmative Action Bankruptcy civil procedure Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance title Wills

Job Title: Estate Planning Paralegal Job Responsibilities: - Screen... and interview prospective clients both remotely and onsite as required by client and program needs. - Support attorneys representing clients by assisting with trainings and presentations. - Gather documents and information; draft documents under attorney...

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Probate Attorney / Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Rochester, NY

Law Firm • **Members Only** Rochester, NY

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Posted On Sep 21, 26

Full-time 9 views Experience : 4-6 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

agreements Elder Law Estate and Trust Estate Planning estates fiduciary Insurance Litigation Taxation trusts Wills

The primary focus areas include succession planning, tax planning, estate planning, estate and trust... administration, and litigation. The attorney will be expected to draft legal documents such as wills, trust agreements, and powers of attorney. Additionally, the role involves handlin...

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Probate Attorney / Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Rochester, NY

Public Interest • **Members Only** Rochester, NY

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Posted On Jul 07, 26

Full-time 2 views Experience : Max 5 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

Affirmative Action Asset Protection Bankruptcy Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance partnerships title Wills

will engage in various duties as part of the Financial Empowerment Project. The primary responsibilities include: - Providing direct legal services to clients focusing on estate planning and asset preservation.... This entails resolving fines and fees, title clearing, and addressing...

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Partner in Estate & Tax Planning, Probate, Trusts and Estates - General in Rochester, NY

Law Firm • **Members Only** Rochester, NY

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Posted On Aug 01, 26

Full-time 46 views Experience : Min 5 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

agreements Asset Protection Estate and Trust estates fiduciary trusts Wills

Damon LLP, a leading regional law firm, is seeking a Trusts & Estates Junior Partner to join its Rochester office. This partner will support a growing trusts and estates practice, primarily representing high-net-worth clients. The ideal candidate will have at...

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Trusts and Estates - General Attorney in Rochester, NY

Law Firm • **Members Only** Rochester, NY

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Posted On Sep 25, 26

Full-time 19 views Experience : 1-4 yrs required

Practice Area:

Trusts and Estates - General

Job Tags:

Corporate Law Energy Estate Planning estates Health Care Law health insurance Insurance Labor and Employment Litigation Probate Real Estate Law title trusts Wills

of attorney, and other estate planning documents. - Advising clients... on estate planning strategies and tax... including probate proceedings. - Representing clients in trust and estate litigation matters. - Conducting legal... research and staying current with changes in trust and estate law. -...

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Trusts and Estates - General Attorney in Rochester, NY

Law Firm • **Members Only** Rochester, NY

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Posted On Aug 01, 26

Full-time 34 views Experience : Min 5 yrs required

Practice Area:

Trusts and Estates - General

Job Tags:

agreements Asset Protection Estate and Trust estates fiduciary trusts Wills

Rochester. This is an excellent opportunity for a talented attorney to support a growing trusts and estates practice, representing high-net-worth clients and providing advice on tax, asset protection, and business succession planning strategies. The ideal candidate... will have a mi...

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Elder Law Attorney / Estate & Tax Planning Attorney in Rochester, NY

Law Firm • **Members Only** Rochester, NY

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Posted On Aug 15, 26

Full-time 5 views Experience : Min 5 yrs required

Practice Area:

Elder Law Estate & Tax Planning

Job Tags:

ADA agreements appeals Asset Protection Elder Law Estate Planning estates federal government Harassment I-9 Medicaid spouse trusts Wills

and asset protection strategies. - Draft and review estate planning documents including Wills,... Powers of Attorney, Health Care Proxies, and various Trust Agreements. - Prepare Medicaid gift and note plans, asset summaries, and flowcharts. - Assist with Medicaid applications and coordinate with...

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Legal Staff Paralegal in Rochester, NY

Law Firm • **Members Only** Rochester, NY

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Posted On Aug 15, 26

Full-time 1 views Experience : 1-4 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

ADA Estate and Trust Estate Planning estate tax estates federal government fiduciary Harassment I-9 Insurance Probate Software trusts Wills

managing all aspects of estate and trust administration processes.... the department’s attorneys. Key duties involve: - Securing documents related to the client’s estate. - Assisting in valuing the... assets in the estate. - Preparing documents and assisting... with creating and transferring assets...

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Legal Staff Paralegal in Rochester, NY

Law Firm • **Members Only** Rochester, NY

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Posted On Sep 17, 26

Full-time 2 views

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate and Trust Estate Planning family Probate

Job Title: Estate Administration Paralegal and Legal... Assistant Job Responsibilities: The Estate Administration Paralegal and Legal... of responsibilities centered around estate planning and administration. The... duties include: - Assisting with estate planning and the administration... legal documents related to estate matters. - Communicating effectively with......

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Legal Staff Paralegal in Rochester, NY

Law Firm • **Members Only** Rochester, NY

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Posted On Sep 25, 26

Full-time 1 views Experience : Min 3 yrs required

Practice Area:

Elder Law Probate Trusts and Estates - General

Job Tags:

ADA Estate and Trust Estate Planning estates federal government Harassment I-9 Insurance Medicaid Probate Social Services Software trusts

DESCRIPTION Paralegal Department: Trusts & Estates Classification: Nonexempt Reports to: Partners and Associates Company Overview: Law firm is a leading and reputable full-service law firm dedicated to providing exceptional legal services to clients. With a team of highly skilled and experienced attorneys, the firm strives to...

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Legal Staff Paralegal in Rochester, NY

Law Firm • **Members Only** Rochester, NY

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Posted On Sep 26, 26

Full-time 3 views Experience : Min 2 yrs required

Practice Area:

Litigation - Appellate Litigation - General (consumer) General Practice - Transactional & Litigation Litigation - Commercial Litigation - eDiscovery General Litigation - Document Review Estate & Tax Planning Trusts and Estates - General

In-Office Litigation and Estate Planning Law firm, a Rochester-based... proactive Paralegal / Legal Assistant with experience in civil litigation and/or estate planning. This role combines substantive... paralegal work with litigation support and legal administrative responsibilities. The ideal candidate is detail-oriented,...

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Attorney in Rochester, NY

In-House • **Members Only** Rochester, NY

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Posted On Aug 25, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing wealth management

Services Tax - Real Estate Senior Manager The candidate... will guide clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business...

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Attorney in Rochester, NY

In-House • **Members Only** Rochester, NY

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Posted On Aug 26, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate Manager The candidate will... accounts, focusing on strategic planning and mentoring junior staff.... Help the Financial Services clients navigate the frequently changing tax landscape, providing insights and recommendations that drive positive outcomes. Advise clients on...

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Attorney in Rochester, NY

In-House • **Members Only** Rochester, NY

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Posted On Sep 02, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Services Tax - Real Estate Director Duties: The candidate... will be responsible for advising clients on local and international tax affairs to optimize business impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing...

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Attorney in Rochester, NY (Remote)

Law Firm • **Members Only** Rochester, NY

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Posted On Sep 24, 26

Full-time Experience : Min 5 yrs required

Job Tags:

construction Litigation Partnership Privacy Public Finance

(KM) Attorney – Real Estate Job Responsibilities The Knowledge Management (KM)... Attorney – Real Estate is tasked with enhancing... specifically within the Real Estate department, which includes Construction,... Public Finance, and Real Estate practice groups. The responsibilities... encompass the following: - Serve as...

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Private Clients Associate

BCG Attorney Search , Recruiter • Rochester, NY

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Posted On Aug 11, 26

Full-time 47 views Experience : 2-10 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Group. The ideal candidate will have experience working with high-net-worth individuals, trusts, partnerships, limited liability companies, and corporations, focusing on estate, income, and gift tax... planning matters. The candidate should... also have familiarity with trust and estate administration. This posit...

Experienced Environmental Attorney

Recruiter • **Members Only** Rochester, NY

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Posted On Jul 15, 26

Full-time 1 views Experience : 4-20 yrs required

Practice Area:

Real Estate - Purchase and Sale (Commercial) Real Estate - Development/ Dirt law Environmental and Land Use - General Land Use & Zoning Environmental Law - Transactions & Compliance Tax - General Real Estate - Tax Real Estate - General Real Estate- Commercial Transactions Real Estate - Finance

a hybrid work opportunity and involves working within the Environmental and Commercial Real Estate Practice Groups. The ideal... candidate will have a robust background in environmental regulatory compliance and commercial real estate clients on federal... and state environmental ...

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Estate Planning Jobs in Victor

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