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Fiduciary Jobs in Rochester

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United States
Posted On Sep 09, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate and Trust estate tax estates fiduciary Probate trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
Estate and Trust estate tax estates fiduciary Probate trusts Wills

Title: Trust & Estates Paralegal Job Responsibilities: The role of a Trust & Estates Paralegal at the law firm involves providing crucial support to attorneys and clients in the area of trust and estate administration. The main responsibilities include: - Preparing probate and...

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Posted On Aug 19, 26
Full-time 9 views Experience : 4-6 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Elder Law Estate and Trust Estate Planning estates fiduciary Insurance Litigation Taxation trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Elder Law Estate and Trust Estate Planning estates fiduciary Insurance Litigation Taxation trusts Wills

Title: Trusts & Estates Attorney (4-6 yrs) Job Responsibilities: The Trusts & Estates Attorney will be responsible for providing expert legal advice to both corporate and individual clients. The primary focus areas include succession planning, tax planning, estate planning, estate and trust...

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Posted On Sep 02, 26
Full-time 5 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Domestic Violence Estate and Trust estate tax estates fiduciary pleadings Probate Software trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Domestic Violence Estate and Trust estate tax estates fiduciary pleadings Probate Software trusts

& Estate Paralegal Job Title: Trust & Estate Paralegal Job Responsibilities: - Assisting with all phases of estate and trust administration. - Preparing pleadings to file with courts to initiate estate proceedings and judicial settlement proceedings. - Monitoring and maintaining the administration of assigned estates and...

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Posted On Aug 15, 26
Full-time 1 views Experience : 1-4 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate and Trust Estate Planning estate tax estates federal government fiduciary Harassment I-9 Insurance Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate and Trust Estate Planning estate tax estates federal government fiduciary Harassment I-9 Insurance Probate Software trusts Wills

Title:** Paralegal, Trust & Estates **Job Responsibilities:** The Trust & Estates Paralegal is responsible for managing all aspects of estate and trust administration processes. This includes substantial client interaction and collaboration with the department’s attorneys. Key duties involve: - Securing documents related to the...

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Posted On Aug 01, 26
Full-time 34 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills

& Estates Senior Associate (Rochester) - Join Leading Regional Law Firm Barclay Damon LLP is seeking a highly skilled and experienced Trusts & Estates Senior Associate to join their team in Rochester. This is an excellent opportunity for a...

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Posted On Aug 01, 26
Full-time 46 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills

Damon LLP, a leading regional law firm, is seeking a Trusts & Estates Junior Partner to join its Rochester office. This partner will support a growing trusts and estates practice, primarily representing high-net-worth clients. The ideal candidate will have at...

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Posted On Jun 19, 26
Full-time 19 views Experience : 1-4 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Corporate Law Energy Estate Planning estates Health Care Law health insurance Insurance Labor and Employment Litigation Probate Real Estate Law title trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
Corporate Law Energy Estate Planning estates Health Care Law health insurance Insurance Labor and Employment Litigation Probate Real Estate Law title trusts Wills

Title: Associate Attorney - Trust & Estates Job Responsibilities: - Drafting and reviewing wills, trusts, powers of attorney, and other estate planning documents. - Advising clients on estate planning strategies and tax implications. - Assisting with the administration of estates and trusts, including probate...

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Posted On Aug 15, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
ADA agreements appeals Asset Protection Elder Law Estate Planning estates federal government Harassment I-9 Medicaid spouse trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
ADA agreements appeals Asset Protection Elder Law Estate Planning estates federal government Harassment I-9 Medicaid spouse trusts Wills

Title: Associate Job Responsibilities: - Counsel clients on Medicaid eligibility for nursing home and community-based long-term care, including New York's five-year lookback rules and asset protection strategies. - Draft and review estate planning documents including Wills, Powers of Attorney, Health Care Proxies, and...

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Posted On Jun 17, 26
Full-time 7 views
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Probate trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Probate trusts Wills

Title: Legal Assistant - Trust & Estates Job Responsibilities: - Perform conflict checks upon initial contact with prospective clients. - Prepare a high volume of legal documents, forms, and correspondence, including Wills, Trusts, Deeds, Powers of Attorney, Health Care Proxies, and related estate...

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Posted On Jul 07, 26
Full-time 2 views Experience : Max 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Asset Protection Bankruptcy Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance partnerships title Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Asset Protection Bankruptcy Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance partnerships title Wills

Available: Attorney (Equal Justice Works Fellow) Job Title: Attorney (Equal Justice Works Fellow) Job Responsibilities: The Attorney serving as an Equal Justice Works Fellow at **Members Only.** will engage in various duties as part of the Financial Empowerment Project. The primary responsibilities include: - Providing...

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Posted On Jul 08, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Bankruptcy civil procedure Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance title Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Bankruptcy civil procedure Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance title Wills

Title: Estate Planning Paralegal Job Responsibilities: - Screen and interview prospective clients both remotely and onsite as required by client and program needs. - Support attorneys representing clients by assisting with trainings and presentations. - Gather documents and information; draft documents under attorney supervision. -...

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Posted On Sep 10, 26
Full-time Experience : Min 10 yrs required
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
acquisitions corporate governance Corporate Law corporate transactions divestitures entity formation fiduciary Joint Ventures mergers Mergers and Acquisitions pension private equity restructuring Securities Venture Capital
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
acquisitions corporate governance Corporate Law corporate transactions divestitures entity formation fiduciary Joint Ventures mergers Mergers and Acquisitions pension private equity restructuring Securities Venture Capital

Title: Corporate Partner Job Responsibilities: - Lead and oversee complex mergers, acquisitions, divestitures, joint ventures, financings, and other strategic corporate transactions. - Cultivate and maintain strong client relationships, acting as a trusted advisor and identifying opportunities to expand and deepen client engagements across...

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Posted On Sep 11, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

tax returns across individual, fiduciary, partnership, closely held corporation,... estate, and gift engagements. Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
agreements banking Estate and Trust Estate Planning estates fiduciary Government Personal Property Profit Sharing trusts Wills
Job Tags:
agreements banking Estate and Trust Estate Planning estates fiduciary Government Personal Property Profit Sharing trusts Wills

corporate trusts, Supplemental Needs Trusts, and other appropriate fiduciary capacities. The Trust Officer... is responsible for the administration and discharge of the bank's legal and fiduciary responsibilities for all assigned... estate and trust accounts. Key responsibilities include: - Retaining existing b...

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Posted On Aug 14, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law Estate and Trust Estate Planning estate tax estates fiduciary Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law Estate and Trust Estate Planning estate tax estates fiduciary Probate Software trusts Wills

and file probate documents, fiduciary accountings, and related court... filings. - Assist with estate and trust administration, including asset tracking, funding, and beneficiary communications. - Draft and finalize estate planning documents, including wills, trusts, powers of attorney, and beneficiary designations. - Assist in...

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Posted On Jul 27, 26
Full-time 47 views Experience : 2-10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Overview: A law firm is seeking to hire a Private Clients Associate with 3-5 years of experience to join its growing Private Clients Practice Group. The ideal candidate will have experience working with high-net-worth individuals, trusts, partnerships, limited liability companies,...

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