Fiduciary Jobs

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United States
Full-time Experience : Min 7 yrs required

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth... transfer...

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Posted On Sep 08, 26
Full-time Experience : Min 10 yrs required

transfer planning. - Handle complex trust and estate administration matters. - Counsel clients regarding federal and state estate, gift, income, and fiduciary tax issues. - Work... closely with attorneys throughout the law firm on tax, trust, and estate planning aspec...

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Full-time 3 views Experience : Min 5 yrs required

areas offering trust and fiduciary administration for high-net-worth individuals... and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. - Deliver proactive legal, regulatory, and general risk management advice and...

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Posted On Sep 10, 26
Full-time Experience : Min 5 yrs required

pleadings, notices, inventories, accountings, fiduciary documents, and proposed distribution... schedules. - Track and manage deadlines related to probate proceedings, court filings, tax filings, hearings, and procedural requirements to ensure compliance with applicable rules and timelines, including oversight of docketing for assigned...

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Full-time Experience : Min 3 yrs required

Title: Associate - Trusts and Estates Job Responsibilities: - Engage in estate planning and estate and trust administration, with an emphasis on Florida state and federal tax laws. - Develop tax-efficient family wealth transfer strategies through estate, tax, business succession, and asset protection...

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Posted On Sep 08, 26
Full-time Experience : Min 18 yrs required

Title: PCT&E Senior Paralegal Specialist Job Responsibilities: This position operates under the direct supervision of a lawyer and provides substantive legal services. The lawyer may delegate any task typically performed by a lawyer to a Senior Paralegal Specialist, except those prohibited to...

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Posted On Sep 11, 26
Full-time

estates and trusts. - Post account information to a fiduciary accounting program. - Maintain financial... records for fiduciary accounting and tax preparation. -... Prepare fiduciary accountings. - Prepare probate documents... and related papers. - Identify, gather, and arrange valuation of a decedent’s assets. - Perform task...

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Full-time Experience : 2-5 yrs required

wills, trusts, powers of attorney, and related advance planning documents. - Oversee the administration of estates and trusts, ensuring filings, distributions, and fiduciary responsibilities are handled accurately... and efficiently. - Represent clients in probate and surrogate's court proceedings connected to contested...

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Full-time 1 views Experience : Min 5 yrs required

SAPCR cases, and protective orders. - EPG Litigation & Drafting: Lead probate litigation matters such as contested guardianships, will contests, trust disputes, and breaches of fiduciary duty while also drafting... comprehensive estate plans. - Courtroom Advocacy: Command the courtroom in the Tex...

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Full-time 3 views Experience : Min 5 yrs required

contested divorces, complex SAPCR cases, and protective orders. - EPG Litigation & Drafting: Lead probate litigation matters such as contested guardianships, will contests, trust disputes, and breaches of fiduciary duty while also drafting... comprehensive estate plans. - Courtroom Advocacy: Command the co...

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Full-time Experience : Min 3 yrs required

Title: Private Client Trust & Estates Associate Job Responsibilities: The Private Client Trust & Estates Associate at the law firm will be responsible for engaging in sophisticated private client matters involving trusts and estates. The associate will work closely with high-net-worth individuals,...

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Full-time Experience : Min 3 yrs required

Title: Private Client Trust & Estates Associate Job Responsibilities: The Private Client Trust & Estates Associate will be responsible for handling sophisticated private client matters involving trusts and estates. This includes estate planning and administration, as well as trust administration. The associate...

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

Title: Estate Planning Legal Assistant & Office Coordinator Job Responsibilities: - Estate Planning & Legal Support: Assist with estate planning matters from intake through signing and completion. Responsibilities may include preparing and revising revocable living trusts, wills, durable powers of attorney, health...

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Full-time 2 views

Title: Mid- to Senior-Level Associate Attorney Job Responsibilities: The mid- to senior-level associate attorney will join the Private Client practice and will be responsible for: - Engaging in sophisticated estate planning, elder law, estate and trust administration, estate litigation, and...

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Posted On Sep 09, 26
Full-time Experience : 2-3 yrs required

Title: Probate & Real Estate Paralegal Job Responsibilities: - Assist attorneys with probate and trust administration involving real estate. - Coordinate the sale and transfer of estate and trust properties, including collaboration with realtors and title companies through closing. - Verify property ownership and...

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Posted On Sep 09, 26
Full-time 1 views Experience : 2-3 yrs required

Title: Legal Assistant, Paralegal, and Project Assistant** **Job Responsibilities:** **Legal Assistant Responsibilities:** - Prepare, proofread, revise, and finalize correspondence, legal documents, engagement letters, and client communications. - Manage attorney calendars, deadlines, appointments, and task lists. - Coordinate client meetings, conference calls, and document signings. - Monitor...

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Part-time Experience : 15-20 yrs required

Description: International Trust & Estates Attorney Position Overview: We are currently seeking a highly skilled International Trust & Estate Attorney with 15-20 years of experience to join our team in an "Of Counsel" capacity, on an as-needed basis. Initially, the expectation...

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Full-time 1 views Experience : Min 6 yrs required

Title Private Client Associate Job Responsibilities The Private Client Associate will be responsible for engaging in sophisticated estate planning and handling estate and trust administration along with transfer tax matters. The position requires working with high-net-worth individuals, families, fiduciaries, and...

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

Title: Legal Assistant Job Responsibilities: 1. Document Production and Signing Preparation: - Prepare final estate planning document sets for execution, including activities such as printing, collating, hole-punching, tabbing, labeling, and assembling client binders and physical working files. - Confirm the presence of...

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