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Fiduciary Jobs in Centerport

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Posted On Aug 12, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Medicaid Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Medicaid Probate trusts Wills

Title: Probate & Estate Administration Paralegal Job Responsibilities: - Review existing probate and estate administration files to determine their current status. - Identify any missing documents, filings, signatures, and determine the necessary next steps for each file. - Prepare necessary...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Medicaid pleadings Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Medicaid pleadings Probate

Title: Paralegal Job Responsibilities: - Assist lawyers in trial preparation by organizing exhibits, coordinating witnesses, conducting legal research, assisting with client meetings, and filing motions. - Coordinate law office activities, including drafting subpoenas and coordinating with process servers. - Handle administrative tasks such as...

Posted On Jul 08, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate

Title: Estate Planning Attorney Job Responsibilities: - Meet directly with clients to understand their estate planning needs and objectives. - Develop comprehensive estate planning strategies tailored to individual client situations. - Guide families through probate and estate administration processes. - Conduct annual meetings with members...

Posted On Jul 08, 26
Full-time 3 views Experience : 2-2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning family health insurance Insurance Medicaid Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning family health insurance Insurance Medicaid Probate trusts Wills

Title: Estate Planning Attorney Job Responsibilities: - Meet directly with clients to develop estate planning strategies and guide families through probate and estate administration. - Conduct annual meetings with members of the client . Program. - Work collaboratively with paralegals, Workflow Coordinators, Case Managers,...

Posted On Sep 11, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary health insurance Insurance pleadings Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary health insurance Insurance pleadings Probate trusts Wills

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...

Posted On Sep 13, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary health insurance Insurance pleadings Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary health insurance Insurance pleadings Probate trusts Wills

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...

Posted On Sep 22, 26
Full-time 8 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estate tax estates fiduciary gift tax Insurance trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estate tax estates fiduciary gift tax Insurance trusts

Paralegal Job Responsibilities: - Preparing accountings, fiduciary income tax returns, gift... tax returns, and Federal and NYS estate tax returns. - Preparing Surrogate Court asset inventories. - Marshalling, organizing, and analyzing asset information for tax planning. - Preparing asset summary spreadsheets. - Coordinating and working with...

Posted On Aug 09, 26
Full-time 79 views
Practice Area:
Trusts and Estates - General Probate Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - General
Job Tags:
closing documents estates residential real estate title trusts
Practice Area:
Trusts and Estates - General Probate Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - General
Job Tags:
closing documents estates residential real estate title trusts

Trusts & Estates Attorney - **Members Only,** Law Firm is seeking an attorney to join its Trusts and Estates Practice Group for its Syracuse office. The successful candidate will handle a broad range of trusts and estates matters, as well...

Posted On Sep 22, 26
Full-time 7 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions Insurance Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions Insurance Probate trusts Wills

Title: Trusts & Estates Legal Assistant Job Responsibilities: - Provide administrative and legal support to attorneys in the Trusts & Estates practice group. - Prepare, revise, and format estate planning documents, including wills, trusts, powers of attorney, and health care directives. - Coordinate the...

Posted On Jul 08, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Asset Protection Case Law Elder Law Estate Planning estates Ethics Medicaid Probate trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Asset Protection Case Law Elder Law Estate Planning estates Ethics Medicaid Probate trusts Wills

Title: Attorney Job Responsibilities: The Attorney will be responsible for providing legal counsel to clients in areas such as asset protection, estate planning, Medicaid planning, and related matters. Key duties include: - Conducting client meetings and case evaluations to understand individual needs and...

Posted On Jul 08, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Case Law Elder Law Estate Planning estates Ethics Medicaid Probate trusts Wills
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Case Law Elder Law Estate Planning estates Ethics Medicaid Probate trusts Wills

Title: Attorney Job Responsibilities: The primary responsibilities of the Attorney at the law firm include: - Providing legal counsel to clients in areas such as asset protection, estate planning, Medicaid planning, and related legal matters. - Handling client meetings, conducting case evaluations, and managing...

Posted On Jul 15, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law employee benefits Estate and Trust Estate Planning estates Insurance Profit Sharing trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law employee benefits Estate and Trust Estate Planning estates Insurance Profit Sharing trusts

Title: Trusts & Estates Attorney Job Responsibilities: - Engage in estate planning to help clients manage and distribute their assets according to their wishes. - Administer estates and trusts, ensuring that all legal and tax obligations are met and that beneficiaries receive their...

Posted On Sep 13, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an Estate Planning and Estate Administration Attorney to join their team in Syracuse, NY. The firm offers a supportive and collaborative environment where professional excellence is prioritized alongside personal clients on estate planning solutions, including...

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