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Fiduciary Jobs in Key Biscayne

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United States
Posted On Sep 07, 26
Full-time
Practice Area:
Trusts and Estates - General
Job Tags:
asset management banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management spectrum Taxation trusts wealth management Wills
Practice Area:
Trusts and Estates - General
Job Tags:
asset management banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management spectrum Taxation trusts wealth management Wills

Title: Estate Administrator - Senior Associate Job Responsibilities: - Collaborate with the Account Opening Group to initiate estate or trust accounts. - Interpret governing instruments and applicable laws to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate with...

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Posted On Sep 10, 26
Full-time 1 views 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: 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 Aug 03, 26
Full-time 13 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning fiduciary pleadings Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning fiduciary pleadings Probate trusts Wills

related legal documents necessary for the administration of estates. - Managing court dockets to ensure timely and effective legal proceedings. - Maintaining and managing own files for clients and cases. - Preparing trust accountings and/or fiduciary accountings as required by... the legal process. Educa...

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Posted On Aug 22, 26
Full-time 8 views Experience : 2-5 yrs required
Practice Area:
Probate
Job Tags:
agreements Estate and Trust estate tax estates fiduciary Probate Software trusts Wills
Practice Area:
Probate
Job Tags:
agreements Estate and Trust estate tax estates fiduciary Probate Software trusts Wills

Title: Trusts and Estates Administrative Paralegal Job Responsibilities: - Managing and timely producing a high volume of complex, detailed work involving domestic estate administration, trust administration, and fiduciary accounting. - Handling the... administration of an estate from beginning to end,...

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Posted On Aug 22, 26
Full-time 109 views Experience : Min 5 yrs required
Practice Area:
Tax - International Tax - Private Client Services 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 - International Tax - Private Client Services 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 at the law firm is responsible for advising on international tax matters and developing cross-border planning...

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Posted On Jul 31, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
agreements document review Estate Planning estates Family Law fiduciary health insurance Insurance Litigation pleadings Probate probate litigation Software trusts Wills
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
agreements document review Estate Planning estates Family Law fiduciary health insurance Insurance Litigation pleadings Probate probate litigation Software trusts Wills

Title Probate Paralegal Job Responsibilities The Probate Paralegal at the law firm is responsible for managing estate administration, probate proceedings, and related legal documentation. This role encompasses a variety of tasks to support attorneys in handling complex estates, trust administration,...

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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

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

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Posted On Jun 06, 26
Full-time 47 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates Taxation trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates Taxation trusts

Title: Tax, Trusts & Estates Associate Job Responsibilities: The Tax, Trusts & Estates Associate will be responsible for handling a variety of legal matters related to tax, trusts, and estates. The duties include but are not limited to: - Providing legal advice...

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Posted On Jun 30, 26
Full-time 13 views Experience : 2-5 yrs required
Practice Area:
Probate Elder Law Trusts and Estates - General
Job Tags:
Estate Planning Insurance Probate Software
Practice Area:
Probate Elder Law Trusts and Estates - General
Job Tags:
Estate Planning Insurance Probate Software

Title: Client Engagement Specialist (Remote – Bilingual Required) Job Responsibilities: - Building Strong Client Relationships: Engage with potential clients to understand their unique legal needs and educate them on the law firm’s services. - Guiding Clients Through the Sales Process: Act as a...

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Posted On Jun 30, 26
Full-time 18 views
Practice Area:
Guardianship and Conservatorship Elder Law Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Insurance Medicaid Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Elder Law Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Insurance Medicaid Probate trusts Wills

Title: Elder Law Attorney (Remote, Travel to Miami as Needed) Job Responsibilities: - Advocating for Seniors and Their Families: Provide strategic legal counsel on Medicaid Planning, estate planning, long-term care planning, probate, and guardianships. - Leading a Team: Oversee and mentor a group...

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Posted On Jun 30, 26
Full-time 13 views Experience : 2-5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate Planning estates Guardianship Insurance pleadings power of attorney Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate Planning estates Guardianship Insurance pleadings power of attorney Probate trusts Wills

Title: Estate Planning Attorney Job Responsibilities: - Helping Families Protect Their Legacies: Guide clients through estate planning processes including drafting wills, establishing trusts, implementing asset protection strategies, and preparing healthcare directives and power of attorney documents. - Handling Probate & Estate Administration: Assist...

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Posted On Jun 30, 26
Full-time 9 views Experience : 3-5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Real Estate - General Real Estate - Residential Transactions Trusts and Estates - General
Job Tags:
Estate Planning Guardianship Insurance pleadings Probate title trusts Wills
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Real Estate - General Real Estate - Residential Transactions Trusts and Estates - General
Job Tags:
Estate Planning Guardianship Insurance pleadings Probate title trusts Wills

Title: Estate Planning Paralegal Job Responsibilities: - Supporting Attorneys in Estate Planning: Draft and review wills, trusts, powers of attorney, and healthcare directives, ensuring documents are accurate, thorough, and aligned with client needs. - Managing Probate & Guardianship Cases: Prepare probate pleadings, guardianship...

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Posted On Sep 07, 26
Full-time 12 views Experience : Min 11 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Title: Managing Director, Tax - Private Client Job Responsibilities: The role of the Private Client Tax Managing Director involves providing sophisticated tax compliance, consulting, and planning services. The responsibilities include: - Offering tax compliance and advisory services to individuals, partnerships, trusts, estates, and...

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Posted On Aug 27, 26
Full-time 16 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 will be responsible for providing legal counsel and services related to complex estate planning, asset protection planning, and trusts & estates administration. The role requires a comprehensive understanding of the...

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Posted On Jun 15, 26
Full-time 15 views Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning Family Law Guardianship Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning Family Law Guardianship Probate

Title: Probate Paralegal Job Responsibilities: - Prepare probate filings and petitions - Assist with estate administration documentation - Communicate with courts, clients, and beneficiaries - Manage case deadlines and documentation Education and Experience Information: - Probate or estate planning experience preferred - Strong attention to detail - Ability to...

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Posted On Jul 30, 26
Full-time 7 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks an attorney with over five years of experience in wills, trusts, estate planning, and probate matters in Miami, FL. The ideal candidate will have a strong background in structuring sophisticated estate plans and managing related legal...

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