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Fiduciary Jobs in Lake Mary

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United States
Posted On Sep 15, 26
Full-time 1 views
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Affirmative Action Elder Law Estate Planning estates Genetics health insurance Insurance Litigation pleadings Probate
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Affirmative Action Elder Law Estate Planning estates Genetics health insurance Insurance Litigation pleadings Probate

Title: Probate Paralegal Job Responsibilities: - Drafting, filing, and serving pleadings, including motions, petitions, orders, inventories, accounts, notices, and other probate-related pleadings - Communicating with clients, courts, and counsel, including scheduling and confirming appointments and hearing dates - Taking direct assignments from the settlement...

Posted On Sep 21, 26
Full-time 2 views
Job Tags:
directors ERISA fiduciary Financial Institutions indemnity Insurance insurance coverage Litigation marketing trials underwriters
Job Tags:
directors ERISA fiduciary Financial Institutions indemnity Insurance insurance coverage Litigation marketing trials underwriters

Title: Private D&O Claim Consultant Job Responsibilities: The Private D&O Claim Consultant is responsible for managing a caseload of claims-made, Private and Non-Profit Directors and Officers (D&O) Claims from inception to final disposition. As these claims often involve litigation, the consultant must...

Posted On Sep 25, 26
Full-time 3 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: As a Tax Senior, you will be responsible for the following tasks: - Preparing and reviewing complex federal, state, and local individual tax returns and related workpapers. - Supporting...

Posted On Jul 26, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection branding construction Estate Planning Insurance Litigation marketing personal injury Privacy Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection branding construction Estate Planning Insurance Litigation marketing personal injury Privacy Probate trusts Wills

Title: Attorney - Estate Planning Job Responsibilities: - Meeting with clients to discuss their estate planning goals and needs. - Drafting wills, trusts, powers of attorney, and other estate planning documents. - Advising clients on tax planning, asset protection, and long-term care issues. - Handling...

Posted On Sep 23, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Guardianship pleadings Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Guardianship pleadings Probate

Title: Probate Paralegal Job Responsibilities: The Probate Paralegal is responsible for managing assigned probate and guardianship matters from the initial intake through to the closing of cases. This role involves ensuring that cases move forward efficiently and that accurate records are maintained...

Posted On Aug 11, 26
Full-time 3 views Experience : 5-7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents criminal estate tax estates fiduciary Financial Institutions FLSA health insurance Insurance pleadings Probate title trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents criminal estate tax estates fiduciary Financial Institutions FLSA health insurance Insurance pleadings Probate title trusts

established policies and procedures, the role involves performing a variety of paralegal duties to assist attorneys in managing decedent estates and trusts. This includes drafting court pleadings, inventorying assets, communicating with fiduciaries and beneficiaries, and preparing fiduciary accountings. *Key Responsibilities* *Probate Administration...

Posted On Aug 11, 26
Full-time 3 views Experience : 5-7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents estate tax estates fiduciary Financial Institutions Insurance pleadings Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents estate tax estates fiduciary Financial Institutions Insurance pleadings Probate trusts Wills

Title: Probate and Trust Administration Paralegal Job Responsibilities: - Probate Administration: Manage probate matters from inception through final distribution under attorney supervision, acting as the primary liaison among the law firm, clients, beneficiaries, financial institutions, and court clerks. Responsibilities include preparing and...

Posted On Aug 17, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills

in supporting the Chief Fiduciary Counsel in creating, executing,... and maintaining strategies related to trust, estate, wealth transfer, and business succession planning for Family Office clients. Key responsibilities include: - Drafting and editing estate planning documents such as wills, trusts, powers...

Posted On Jul 20, 26
Full-time 1 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
children Estate Planning family Insurance trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
children Estate Planning family Insurance trusts Wills

Planning Attorney Job Description At law firm, we’re more than a law firm—we’re a team driven by purpose, united by values, and committed to excellence in everything we do. Our culture is built on collaboration, respect, and a shared dedication to serving...

Posted On Sep 28, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate

Title: Probate & Estate Administration Attorney Job Responsibilities: - Represent clients in probate and estate administration matters, ensuring compliance with Florida state laws and regulations. - Provide legal advice and guidance on estate planning, including drafting wills, trusts, and other legal documents. - Handle...

Posted On Jul 31, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning fiduciary Insurance pleadings Probate Software Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning fiduciary Insurance pleadings Probate Software Taxation trusts Wills

Title:** Estate Planning and Probate Attorney **Job Responsibilities:** - Meet with clients via video conference to provide counsel on probate, estate planning, and asset protection matters. - Draft and review legal documents including wills, trusts, powers of attorney, healthcare directives, and related planning documentation. -...

Posted On Sep 28, 26
Full-time 2 views Experience : 3-7 yrs required
Practice Area:
Litigation - Trusts & Estates - Plaintiffs Probate Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate
Practice Area:
Litigation - Trusts & Estates - Plaintiffs Probate Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate

Title: Probate & Estate Administration Attorney Job Responsibilities: The Probate & Estate Administration Attorney at the law firm is responsible for handling a variety of legal tasks related to probate and estate administration. Key responsibilities include: - Representing clients in...

Posted On Sep 21, 26
Full-time 35 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate

Title: Estate Planning Attorney Location: Orlando / Tampa, Florida Salary: Competitive and Unique Compensation Package Experience: 8+ years **Members Only,**, a successful law firm in Florida, is currently seeking an experienced Estate Planning Attorney to join their team. This position...

Posted On Jul 23, 26
Full-time 30 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

Title: Partner Level Attorney Job Responsibilities: - Engage in the core practice areas of Estate Planning and Wealth Preservation. - Collaborate with clients to develop comprehensive estate plans that meet their individual needs and objectives. - Provide expert legal advice on wealth preservation strategies...

Posted On Jul 23, 26
Full-time 19 views Experience : 5-10 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Probate

Title: Partner Level Attorney Job Responsibilities: - Engage in legal practice within the core practice area of Probate. - Provide legal counsel, representation, and advocacy to clients in matters related to Probate law. - Collaborate with other attorneys and legal staff to develop case...

Posted On Aug 16, 26
Full-time 27 views Experience : 1-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

law firm seeks a skilled Associate Attorney specializing in estate planning and probate matters to join its team. This role involves working directly with clients to develop comprehensive strategies for asset protection and legacy planning. The ideal candidate will have...

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