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Fiduciary Jobs in Boca Raton

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United States
Posted On Sep 06, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates family fiduciary private client spectrum Taxation title trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates family fiduciary private client spectrum Taxation title trusts wealth transfer

tax planning matters. - Design and implement complex wealth transfer strategies for high net worth individuals and families. - Counsel clients regarding family office structures, fiduciary matters, charitable planning, business... succession planning, and trust administration. - Collaborate directly with colleagues on client strateg...

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Posted On Aug 22, 26
Full-time 5 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust estate tax estates fiduciary Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust estate tax estates fiduciary Probate Software trusts Wills

work related to domestic estate administration, trust administration, and fiduciary accounting. This role requires... managing these tasks in a timely manner to ensure the law firm achieves its goal of providing exceptional service. Key responsibilities include: - Independently managing the administ...

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Posted On May 21, 26
Full-time 6 views Experience : 2-5 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense Probate
Job Tags:
Estate and Trust estates fiduciary Guardianship Insurance Litigation Probate
Practice Area:
Litigation - Trusts & Estates - Defense Probate
Job Tags:
Estate and Trust estates fiduciary Guardianship Insurance Litigation Probate

and litigation. This includes managing Florida-specific processes such as filings, inventories, accountings, and closings. - The role involves hands-on involvement in probate and trust/estate litigation, which encompasses will/trust contests, fiduciary disputes, spousal rights, and... guardianship matters. - The paralegal will p...

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Posted On Aug 22, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Title: Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities: The Private Client International Tax and Estate Planning Associate / Senior Associate will be responsible for advising on international tax matters and cross-border planning strategies. This includes addressing...

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Posted On Aug 05, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts wealth management

Title: Legal Assistant Job Responsibilities: The Legal Assistant will play a critical role in the Trust & Estates department, providing both administrative and legal support. Key responsibilities include: - Monitoring Irrevocable Life Insurance Trust (ILIT) premium notices and policy deadlines. - Coordinating with insurance...

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Posted On Aug 14, 26
Full-time 2 views Experience : 3-4 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estate tax fiduciary Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estate tax fiduciary Probate Software

trust administration. Key duties include: - Handling probate processes - Engaging in extensive communication with clients, financial planners, and accountants - Preparing federal estate tax returns and fiduciary accountings - Distributing estate... assets and managing trust funding - Conducting dee...

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Posted On Aug 14, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estate tax fiduciary Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estate tax fiduciary Software

and trust administration. This includes extensive communication with clients, financial planners, and accountants. The role involves the preparation of federal estate tax returns and fiduciary accountings, distribution of estate... assets, trust funding, and deed work. Additionally, the paralegal must de...

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Posted On Aug 31, 26
Full-time
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer

Title: Private Client Trusts & Estates Associate / Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate will be a part of the law firm's nationally recognized Trusts & Estates practice. The role involves working in a collaborative, team-oriented,...

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Posted On Sep 10, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client trusts wealth transfer

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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Posted On Jun 16, 26
Full-time 31 views
Practice Area:
Estate & Tax Planning
Job Tags:
Estate Planning health insurance Insurance
Practice Area:
Estate & Tax Planning
Job Tags:
Estate Planning health insurance Insurance

Title: Estate Planning Paralegal Salary: Competitive, based on experience Experience: - Minimum of 2 years of experience as a paralegal in estate planning - Proficient in drafting estate planning documents such as wills, trusts, and powers of attorney -...

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Posted On Sep 05, 26
Full-time 14 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax insurance coverage pension Privacy private client Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax insurance coverage pension Privacy private client Probate Software title trusts Wills

TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Boca Raton OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...

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Posted On Jul 30, 26
Full-time 7 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates reorganization trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates reorganization trusts Wills

Title: Trusts & Estates Attorney Job Responsibilities: - Provide legal guidance and advice to clients on estate planning, business formation, special needs planning, and related areas of law, including high net worth estate planning. - Draft legal documents, including trusts, wills, powers of...

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Posted On Aug 27, 26
Full-time 10 views Experience : 2-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates health insurance Insurance Partnership Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates health insurance Insurance Partnership Taxation trusts Wills

Title: Trust & Estates Attorney Job Responsibilities: The Trust & Estates Attorney is required to have experience in complex estate planning, asset protection planning, and trusts & estates administration. The role involves providing legal expertise and guidance in these areas, ensuring that...

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Posted On Jun 22, 26
Full-time 6 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning Probate trusts Wills

Title: Legal Assistant Job Responsibilities: - Maintain and update legal files using CRM and practice management systems, including HubSpot and Clio - Organize and manage matters related to estate planning - Support attorneys with document preparation, coordination, review, and filing - Track case deadlines, tasks,...

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Posted On Sep 03, 26
Full-time Experience : 4-20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a driven Trusts and Estates Attorney to join their Boca Raton, Florida office. This role offers a unique opportunity for an entrepreneurial attorney with a minimum of six years of experience to engage in long-term succession...

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