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Fiduciary Jobs in Conifer

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United States
Posted On Jul 27, 26
Contract, Part-time 1 views Experience : 5-10 yrs required
Practice Area:
Corporate - General Corporate - Contract Law Bankruptcy-General Probate Estate & Tax Planning Real Estate - General Real Estate - Purchase and Sale (Residential) Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate- Commercial Transactions Real Estate - Tax Adoption Law Divorce Law Family Law - General Trusts and Estates - General Tax - General
Job Tags:
Bankruptcy Business Law divorce estates personal injury Probate Wills
Practice Area:
Corporate - General Corporate - Contract Law Bankruptcy-General Probate Estate & Tax Planning Real Estate - General Real Estate - Purchase and Sale (Residential) Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate- Commercial Transactions Real Estate - Tax Adoption Law Divorce Law Family Law - General Trusts and Estates - General Tax - General
Job Tags:
Bankruptcy Business Law divorce estates personal injury Probate Wills

Title: Paralegal Job Responsibilities: The paralegal will be responsible for assisting a solo practitioner in a general civil practice. The areas of practice include: - Real Estate - Divorce - Wills and Probate of Estates - Personal Injury - Business...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
divorce Estate Planning family gift tax health insurance Insurance Probate
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
divorce Estate Planning family gift tax health insurance Insurance Probate

Title: Estate Planning Attorney Job Responsibilities: - Meeting directly with clients to identify estate planning goals, family considerations, asset structures, tax concerns, and other planning needs. - Designing and implementing comprehensive estate plans for individuals and families with varying levels of complexity and...

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Posted On Jul 30, 26
Full-time 2 views Experience : 1-5 yrs required
Practice Area:
Construction - General Corporate - Contract Law Corporate - General Family Law - General Insurance Defense - General Employment Law - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
agreements civil litigation Commercial Law Construction Law defamation Employment Law Energy Estate Planning Family Law Insurance Litigation Probate
Practice Area:
Construction - General Corporate - Contract Law Corporate - General Family Law - General Insurance Defense - General Employment Law - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
agreements civil litigation Commercial Law Construction Law defamation Employment Law Energy Estate Planning Family Law Insurance Litigation Probate

Title: Intake Attorney Job Responsibilities: - Review intake notes, case facts, documents, and relevant background before consultations. - Conduct scheduled and occasional live consultations with pre-screened prospective clients. - Build trust and rapport quickly during approximately 20- to 30-minute consultations. - Identify the prospective client’s...

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Posted On Jul 17, 26
Full-time 1 views Experience : 4-7 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Business Formation Commercial Contracts contracts due diligence Estate Planning health insurance Insurance leasing Litigation LLC Mergers and Acquisitions Probate
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Business Formation Commercial Contracts contracts due diligence Estate Planning health insurance Insurance leasing Litigation LLC Mergers and Acquisitions Probate

Title: Transactional Associate Attorney Job Responsibilities: - Draft and edit a variety of legal documents including contracts, agreements, and memoranda. - Engage ethically with clients and opposing parties to ensure professionalism and integrity in all interactions. - Develop and implement effective legal strategies tailored...

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Posted On Aug 19, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust estates family gift tax health insurance Insurance LLC pleadings Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust estates family gift tax health insurance Insurance LLC pleadings Probate trusts Wills

Title: Trust & Estate Administration Paralegal Job Responsibilities: - Preparation of estate and trust administration pleadings, documents, and accountings, including those for taxable estates. - Preparation of federal Estate Tax Returns (Form 706), Gift Tax Returns (Form 709), and Information Returns for Beneficiaries...

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Posted On Sep 23, 26
Full-time 8 views Experience : 3-5 yrs required
Job Tags:
due diligence ERISA family fiduciary Fringe Benefits M&A Qualified Retirement Plans
Job Tags:
due diligence ERISA family fiduciary Fringe Benefits M&A Qualified Retirement Plans

merger and acquisition activity, fiduciary responsibility, and operational compliance. -... Conduct complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plans. - Assist in identifying compliance issues in qualified retirement plans, calculate corrections, and...

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Posted On Aug 11, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Insurance Defense - General Trucking and Auto Defense Insurance Coverage Personal Injury Defense
Job Tags:
ADA civil litigation fiduciary Harassment Insurance insurance defense Litigation partnerships pension personal injury Practice of Law Premises Liability Software subrogation
Practice Area:
Insurance Defense - General Trucking and Auto Defense Insurance Coverage Personal Injury Defense
Job Tags:
ADA civil litigation fiduciary Harassment Insurance insurance defense Litigation partnerships pension personal injury Practice of Law Premises Liability Software subrogation

Title: Sr. Trial Attorney** **Job Responsibilities:** - Demonstrates trial advocacy skills independently as lead counsel or as part of a team. - Efficiently manages cases with proactive case management and quality work product in line with **Members Only,** Trial Division (NTD) guidelines and client...

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Posted On Sep 08, 26
Full-time 29 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate and Trust estate tax fiduciary gift tax Probate
Practice Area:
Trusts and Estates - General
Job Tags:
Estate and Trust estate tax fiduciary gift tax Probate

is responsible for applying fiduciary accounting principles to manage... Key responsibilities include: - Preparing and filing Federal and state estate tax and gift tax returns. - Preparing and filing Federal and state fiduciary income tax returns. - Preparing... estate and trust accountings. - Prepar...

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Posted On Sep 02, 26
Full-time 9 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer

Job Title: Fiduciary Litigation Associate (5+ years);... Private Client Practice Job Responsibilities: The Fiduciary Litigation Associate will be... responsibilities include: - Assisting with fiduciary litigation cases. - Creating, drafting,... and implementing sophisticated wealth transfer plans for high-net-worth individuals. - Collaborating and assisting with all aspects...

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Posted On Jul 22, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
closing documents conservator Conservatorship estates family fiduciary Financial Institutions guardian Guardianship health insurance LLC pleadings Probate Software
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
closing documents conservator Conservatorship estates family fiduciary Financial Institutions guardian Guardianship health insurance LLC pleadings Probate Software

to support the entire lifecycle of fiduciary matters. - Manage public administrator... and court-appointed fiduciary matters, including intake, asset... marshaling, institutional correspondence, and case administration for estates and protected persons. - Handle guardianships and conservatorships by preparing petitions, inventories, conservator financial plans,...

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Posted On Sep 09, 26
Full-time 1 views Experience : 2-3 yrs required
Practice Area:
Probate Real Estate - General Real Estate - Purchase and Sale (Residential) Trusts and Estates - General
Job Tags:
Estate and Trust fiduciary Foreclosure Insurance LLC mortgages Probate probate litigation title
Practice Area:
Probate Real Estate - General Real Estate - Purchase and Sale (Residential) Trusts and Estates - General
Job Tags:
Estate and Trust fiduciary Foreclosure Insurance LLC mortgages Probate probate litigation title

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 Jul 21, 26
Full-time 60 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
branding marketing private client Software
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
branding marketing private client Software

Attorney The candidate must have a experience in the area of Private Client Services....

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Posted On Sep 30, 26
Full-time 56 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning estates Ethics health insurance Insurance Litigation Oil and Gas Law Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning estates Ethics health insurance Insurance Litigation Oil and Gas Law Probate trusts Wills

Day shift Work Location One location Work Remotely No Trust and Estates Attorney - Denver: A reputable law firm in Denver is seeking a Trust and Estates Attorney to join their team. This is a great opportunity for experienced...

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Posted On Sep 30, 26
Full-time 32 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning Litigation Probate probate litigation
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning Litigation Probate probate litigation

Title: Paralegal Estate Administration Job Responsibilities: - Play a critical role as a paralegal specializing in estate administration and probate litigation. - Work closely with the legal team to provide support in probate, estate planning, accounting, and litigation tasks. -...

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Posted On Sep 12, 26
Full-time 10 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

Title: Private Client Services Mid-Level Associate Job Responsibilities: - The associate will join the Private Client Services group and is expected to handle tasks related to estate planning, probate, and trust and estate administration. - The role includes preparing estate and gift tax...

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Posted On Sep 22, 26
Full-time 3 views Experience : 3-20 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning Litigation - Trusts & Estates - Defense
Practice Area:
Trusts and Estates - General Estate & Tax Planning Litigation - Trusts & Estates - Defense

years of experience in fiduciary litigation and estate planning... The role involves assisting with fiduciary litigation cases, creating and... implementing wealth transfer plans for high-net-worth individuals, and managing complex estate and trust administration with fiduciary litigation and ......

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