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Fiduciary Jobs in Boyertown

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United States
Posted On Aug 02, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - General Corporate - Contract Law Trusts and Estates - General
Job Tags:
Business Law contracts entity formation Estate Planning Living Trusts LLC Probate Wills
Practice Area:
Estate & Tax Planning Probate Corporate - General Corporate - Contract Law Trusts and Estates - General
Job Tags:
Business Law contracts entity formation Estate Planning Living Trusts LLC Probate Wills

Title: Associate Attorney** **Job Responsibilities:** - Meet with clients to understand their goals and provide practical legal advice. - Draft estate planning documents, including revocable living trusts, wills, powers of attorney, advance directives, trust amendments, and related documents. - Advise trustees and beneficiaries through...

Posted On Aug 02, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions LLC pleadings Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions LLC pleadings Probate Software

Title: Probate Paralegal Job Responsibilities: - Prepare and file uncontested probate pleadings and related court documents. - Draft petitions, notices, inventories, accountings, declarations, receipts, and final distribution documents. - Coordinate court filings and monitor deadlines. - Communicate with clients, beneficiaries, financial institutions, and county courts. -...

Posted On Jun 30, 26
Part-time 6 views Experience : 2-4 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estates family fiduciary health insurance Insurance Software trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estates family fiduciary health insurance Insurance Software trusts

Title: Estate Paralegal/Legal Assistant Job Responsibilities: The Estate Paralegal/Legal Assistant will be an integral member of the Trusts and Estates Department at the law firm. The role requires a strong team-oriented work ethic and a desire to learn and grow within the...

Posted On Jun 30, 26
Full-time 5 views Experience : 2-4 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust estates family fiduciary health insurance Insurance Software trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust estates family fiduciary health insurance Insurance Software trusts

law firm. The role involves working closely with attorneys and other professional support staff to deliver quality legal services. Key responsibilities include: - Assisting in trust and estate administration - Preparing Pennsylvania Inheritance tax returns, Federal Estate tax returns, and Fiduciary Inco...

Posted On Jul 30, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance Litigation Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance Litigation Probate trusts Wills

Overview Law firm is a respected 20-attorney law firm in Bucks County. We are seeking a full-time Associate Attorney to join our Estate Department, focusing on estate planning, probate, trusts and estates, and Orphans’ Court litigation. Responsibilities This position offers the opportunity to...

Posted On Jul 29, 26
Full-time 3 views Experience : 5-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance Software trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance Software trusts

Title: Paralegal - Trusts and Estates Job Responsibilities: The primary responsibility of the Paralegal in the Trusts and Estates department at the law firm is to manage and handle larger estates. The candidate is expected to have a high degree of proficiency...

Posted On Jul 29, 26
Full-time 1 views Experience : Min 12 yrs required
Practice Area:
Corporate - Contract Law
Job Tags:
agreements board of directors Commercial Contracts contracts corporate governance Employment Law family fiduciary health benefits Insurance IP Labor and Employment lending licensing agreements Litigation M&A private equity renewals
Practice Area:
Corporate - Contract Law
Job Tags:
agreements board of directors Commercial Contracts contracts corporate governance Employment Law family fiduciary health benefits Insurance IP Labor and Employment lending licensing agreements Litigation M&A private equity renewals

Title: Chief Legal Officer Job Responsibilities: - Contracts (New, Current & Customer Upgrades): - Own end-to-end contract lifecycle management for new customer agreements, renewals, and upgrade/expansion deals. - Negotiate and close commercial agreements including MSAs, SOWs, SaaS/licensing agreements, data processing agreements,...

Posted On Sep 01, 26
Full-time Experience : Min 10 yrs required
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary marketing Media special projects Taxation title Visa wealth management wealth transfer
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary marketing Media special projects Taxation title Visa wealth management wealth transfer

Senior Estate and Tax Specialist Job Responsibilities: The Senior Estate and Tax Specialist is responsible for deepening client relationships and delivering exceptional estate and tax planning services to the company's highest-net-worth and most complex clients. This role is recognized as a subject...

Posted On Sep 15, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
Deferred Compensation employee benefits Employee Benefits Law ERISA fiduciary finance financial products Government government affairs Immigration Litigation Visa
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
Deferred Compensation employee benefits Employee Benefits Law ERISA fiduciary finance financial products Government government affairs Immigration Litigation Visa

benefits, tax, and ERISA fiduciary law, particularly concerning .... health and welfare, defined contribution retirement savings, and executive compensation programs, as well as global remuneration and bonus programs. - Coordinate . employee benefits law advice for . benefits programs as required. -...

Posted On Sep 16, 26
Full-time 1 views Experience : 10-15 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
corporate governance Corporate Law directors fiduciary Investment Advisers Act of 1940 investment management special projects Visa
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
corporate governance Corporate Law directors fiduciary Investment Advisers Act of 1940 investment management special projects Visa

providing practical advice to trustees, directors, senior executives, and other stakeholders regarding applicable legal requirements, fiduciary obligations, governance practices, and... board processes. - Hire, evaluate, and supervise staff, providing guidance and training as necessary to develop team members. Set performance standard...

Posted On Sep 17, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
agreements contracts ERISA fiduciary Regulatory Law special projects Visa
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
agreements contracts ERISA fiduciary Regulatory Law special projects Visa

Title Lawyer - Retirement and Financial Wellness Job Responsibilities - Hire, evaluate, and supervise team members, providing guidance and training to support their development. - Set performance standards, review performance, and make informed compensation decisions in accordance with Human Resources policies...

Posted On Sep 21, 26
Full-time Experience : Min 10 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General

benefits, tax, and ERISA fiduciary law, specifically focusing on... . health and welfare, defined contribution retirement savings, executive compensation programs, and global remuneration and bonus programs. - Coordinate legal advice for . employee benefits programs as needed. - Offer counseling and education...

Posted On Jul 30, 26
Full-time
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance LLC special projects trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance LLC special projects trusts Wills

Title: Estate Planning Paralegal Job Responsibilities: Client Communication Relationship Management - Serve as a primary point of contact for estate planning clients. - Communicate with clients via phone, email, and in person to gather information, answer questions, and provide updates. - Schedule client meetings and...

Posted On Aug 09, 26
Full-time 36 views Experience : 3-3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Business Law Elder Law Estate Planning estates family fiduciary Guardianship inheritance Insurance Litigation Medicaid Probate Software title trusts Wills
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Business Law Elder Law Estate Planning estates family fiduciary Guardianship inheritance Insurance Litigation Medicaid Probate Software title trusts Wills

for advancement and growth Competitive salary based on experience and qualifications **Members Only,** is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate in employment opportunities or practices on...

Posted On Aug 09, 26
Full-time 56 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates family Genetics Guardianship Harassment hospitals Insurance Litigation Medicaid Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates family Genetics Guardianship Harassment hospitals Insurance Litigation Medicaid Probate trusts

Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...

Posted On Aug 05, 26
Part-time 22 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate Software title trusts Wills

Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal will play a crucial role in managing the estate planning practice at the law firm. This position requires a professional who is highly organized and client-focused, with a deep understanding of estate...

Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

wealth transfer, charitable and retirement planning, and tax compliance. - Manage and oversee the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate... taxation. This involves planning and executing client tax engagements. - Collaborate with specialists regarding state and local taxatio...

Posted On Jun 30, 26
Full-time 4 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates fiduciary health insurance Insurance trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates fiduciary health insurance Insurance trusts wealth transfer

Title: Legal Administrative Assistant Job Responsibilities: As an experienced Legal Administrative Assistant at the law firm, you will be entrusted with a range of responsibilities that are crucial to the support of the estate planning attorneys within the department. Your key duties...

Posted On Aug 06, 26
Full-time 55 views Experience : 2-8 yrs required
Practice Area:
Probate Estate & Tax Planning Guardianship and Conservatorship Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Guardianship and Conservatorship Trusts and Estates - General

OverviewA law firm seeks an experienced Estate & Elder Law Associate Attorney to join their growing team in Blue Bell, PA. The ideal candidate will have a passion for estate planning, trust administration, and elder law, along with a client-focused...

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