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Fiduciary Jobs in Saugus

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United States
Posted On Sep 09, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Guardianship and Conservatorship Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
banking Elder Law Estate Planning health insurance Insurance LLC pleadings Probate Social Services Software Transportation
Practice Area:
Guardianship and Conservatorship Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
banking Elder Law Estate Planning health insurance Insurance LLC pleadings Probate Social Services Software Transportation

Title: Paralegal or Legal Assistant Job Responsibilities: The Paralegal or Legal Assistant will play a crucial role in supporting attorneys and staff within the law firm. The individual will be responsible for managing a range of legal and administrative tasks from inception...

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Posted On Sep 01, 26
Full-time Experience : 3-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law divorce Estate Planning Family Law LLC personal injury Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law divorce Estate Planning Family Law LLC personal injury Probate trusts Wills

Title: Estate Planning & Probate Attorney Job Responsibilities: As an Estate Planning & Probate Attorney at a law firm, you will have the opportunity to build and expand the estate planning and probate practice. You will collaborate closely with an experienced paralegal...

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Posted On Aug 26, 26
Full-time 40 views Experience : Min 10 yrs required
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer

Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all aspects of the client and advisory team to optimize wealth management goals for clients and families, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust...

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Posted On Sep 10, 26
Full-time 37 views Experience : Min 10 yrs required
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer

Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all aspects of the client and advisory team to optimize the wealth management goals of the client/family, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for...

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Posted On Aug 26, 26
Full-time 11 views Experience : Min 5 yrs required
Job Tags:
equity Estate Planning family fiduciary health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary health insurance Insurance partnerships pension trusts wealth management wealth transfer

Title: Tax Manager - High Net Worth Job Responsibilities: Technical Responsibilities: - Proactively manage the tax planning process with clients and advisory teams to optimize wealth management goals for clients and families. - Manage and review tax returns for high net worth individuals or...

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Posted On Sep 10, 26
Full-time 1 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Financial Institutions trusts wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Financial Institutions trusts wealth management

Title: Legal Assistant / Paralegal Job Responsibilities: - Work directly with clients to gather financial information and documentation. - Coordinate with financial advisors, attorneys, CPAs, and financial institutions. - Track assets and documents using spreadsheets and cloud-based systems. - Assist with deeds, real estate transfers,...

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Posted On Jun 25, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax estates fiduciary health insurance Insurance Taxation trusts
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax estates fiduciary health insurance Insurance Taxation trusts

and objectives - Formulating comprehensive estate plans tailored to individual client requirements - Drafting estate planning documents, including wills, trusts, and powers of attorney - Administering estates and trusts, ensuring compliance with legal requirements - Preparing fiduciary and estate tax returns... and accounts, ensur...

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Posted On Aug 20, 26
Full-time 2 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
commercial real estate Estate Planning fiduciary litigation Insurance Probate Real Estate Law special projects Women
Practice Area:
Probate Trusts and Estates - General
Job Tags:
commercial real estate Estate Planning fiduciary litigation Insurance Probate Real Estate Law special projects Women

Title: Legal Assistant Job Responsibilities: - Assist attorneys with preparing, organizing, and filing documents for estate administration and probate matters, including Petitions for Probate, Inventories, Accounts, and Notices. - Process, track, and organize court notices and deadlines to ensure timely compliance. - Prepare, proofread,...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
depositions Estate Planning fiduciary litigation health insurance Insurance Litigation pleadings Probate
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
depositions Estate Planning fiduciary litigation health insurance Insurance Litigation pleadings Probate

Title: Litigation Associate - Fiduciary Litigation Job Responsibilities: - Attendance at... team meetings and strategy conferences - Regular client communication - Drafting of pleadings, motions, and memoranda - Conducting legal research - Conducting depositions and witness interviews - Overseeing preparation of discovery requests and responses, including the...

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Posted On Jul 05, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Family Law - General Probate
Job Tags:
agreements divorce Estate Planning Family Law health insurance Insurance pleadings Probate Software
Practice Area:
Family Law - General Probate
Job Tags:
agreements divorce Estate Planning Family Law health insurance Insurance pleadings Probate Software

Title: Family Law and Probate Attorney Job Responsibilities: - Communicating with opposing counsel, court, and other interested parties. - Managing attorney and court calendars, including scheduling hearings, deadlines, conferences, and other case-related events. - Answering incoming telephone calls and directing inquiries as appropriate. - Conducting...

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Posted On Sep 03, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates trusts wealth transfer

Trusts & Estates Attorney Job Title: Experienced Trusts & Estates Attorney Job Responsibilities: The Trusts and Estates Attorney will work within the Trusts and Estates department at the law firm. The primary responsibilities include: - Collaborating with a team of highly-skilled attorneys in the Trusts...

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Posted On Sep 07, 26
Full-time 2 views Experience : 10-18 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
acquisitions Affirmative Action agreements asset management banking board of directors Commercial Contracts contracts corporate governance data security Employee Retirement Income Security Act Employment Law ERISA fiduciary finance Financial Institutions Insurance investment management licensing agreements Litigation LLC marketing mergers operating agreements Partnership pension Privacy regulatory compliance Securities securities laws trusts wealth management
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
acquisitions Affirmative Action agreements asset management banking board of directors Commercial Contracts contracts corporate governance data security Employee Retirement Income Security Act Employment Law ERISA fiduciary finance Financial Institutions Insurance investment management licensing agreements Litigation LLC marketing mergers operating agreements Partnership pension Privacy regulatory compliance Securities securities laws trusts wealth management

Title: General Counsel Job Responsibilities: The General Counsel at the company is responsible for leading the legal function and providing expert guidance on all aspects of the business. This role reports to the CEO and works closely with executive leadership and business...

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Posted On Jul 27, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Ethics family fiduciary Financial Institutions Government pleadings Probate Software title trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Ethics family fiduciary Financial Institutions Government pleadings Probate Software title trusts Wills

Title: Paralegal Job Responsibilities: The Paralegal role at the law firm entails providing comprehensive legal support to attorneys, primarily focusing on probate, estate planning, and trust administration. The candidate will manage these matters from the beginning through to completion. Key responsibilities include: -...

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Posted On Aug 14, 26
Full-time 33 views Experience : 4-6 yrs required
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Case Law civil litigation Conservatorship depositions equity estates family Family Law fiduciary fiduciary litigation Guardianship Insurance Litigation pleadings Probate title trusts
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Case Law civil litigation Conservatorship depositions equity estates family Family Law fiduciary fiduciary litigation Guardianship Insurance Litigation pleadings Probate title trusts

Job Title: Fiduciary Litigation Associate Job Responsibilities: - Manage... a docket of contested fiduciary matters, serving as lead... on motion practice, deposition preparation, courtroom hearings, and client strategy meetings. - Draft pleadings, motions, briefs, affidavits, petitions, and related litigation documents. - Oversee discovery, including...

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Posted On Jul 23, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Corporate - General Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law civil litigation Criminal Defense depositions entity formation Estate Planning estates Family Law fiduciary fiduciary litigation Litigation pleadings Probate trials trusts Wills
Practice Area:
Corporate - General Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law civil litigation Criminal Defense depositions entity formation Estate Planning estates Family Law fiduciary fiduciary litigation Litigation pleadings Probate trials trusts Wills

estate planning, probate, and fiduciary matters. Key responsibilities include: -... estate planning documents, including wills, trusts, powers of attorney, and health care proxies. - Advising clients on probate, trust administration, estate planning, and fiduciary matters. - Preparing probate court... petitions and related fili...

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Posted On Jul 27, 26
Full-time 4 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Ethics family fiduciary Financial Institutions Government pleadings Probate Software title trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Ethics family fiduciary Financial Institutions Government pleadings Probate Software title trusts Wills

Title: Paralegal Job Responsibilities: The Paralegal will provide comprehensive legal support to attorneys by independently managing probate, estate planning, and trust administration matters from inception through completion. Responsibilities include drafting and reviewing substantive legal documents, conducting legal research, maintaining complex case files,...

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Posted On Aug 14, 26
Full-time 9 views Experience : 1-5 yrs required
Practice Area:
Probate
Job Tags:
Conservatorship equity estates fiduciary fiduciary litigation Financial Institutions Guardianship Insurance Litigation pleadings Probate special projects title trusts
Practice Area:
Probate
Job Tags:
Conservatorship equity estates fiduciary fiduciary litigation Financial Institutions Guardianship Insurance Litigation pleadings Probate special projects title trusts

Job Title: Fiduciary Litigation Paralegal Job Responsibilities: - Prepare... all Probate Court filings related to estate administration, trust matters, and guardianship/conservatorship cases. Occasionally assist with the preparation of motions, affidavits, and other written pleadings. - Draft correspondence to clients, interested parties, courts, and...

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Posted On Sep 02, 26
Full-time 1 views Experience : 1-8 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 Estate Planning and Probate Attorney in Melrose, MA. This role involves managing and expanding the estate planning and probate practice, working closely with a paralegal and client success coordinator. The position offers autonomy, growth opportunities,...

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