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Fiduciary Jobs in Winter Park

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United States
Posted On Aug 11, 26
Full-time 1 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...

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Posted On Aug 17, 26
Full-time 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...

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Posted On Aug 11, 26
Full-time 1 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...

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Posted On Jul 20, 26
Full-time 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...

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Posted On Jul 26, 26
Full-time 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...

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Posted On Jun 16, 26
Full-time 36 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate trusts Wills

position offers a competitive salary and benefits package, as well as opportunities for growth and advancement within the law firm. Salary Information: - Competitive salary and benefits package - Opportunities for growth and advancement Job Title: - Paralegal...

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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. -...

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Posted On Jun 16, 26
Full-time 35 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Estate Planning Probate
Practice Area:
Estate & Tax Planning
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...

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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...

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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...

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Posted On Jul 20, 26
Full-time 8 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning trusts

Planning Associate Job Description A law firm is seeking an estate planning attorney with 3 to 5 years of experience to join its High Net Worth Planning group. The candidate should possess an . in Tax and demonstrate strong experience in drafting...

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Posted On Aug 31, 26
Full-time 3 views Experience : 1-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning family Living Trusts trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning family Living Trusts trusts Wills

Title: Estate Planning Paralegal / Drafter Job Responsibilities: - Draft estate plans and ancillary documents for attorney clients across the country, following detailed design instructions. - Create legal documents including revocable living trusts, irrevocable trusts, wills, powers of attorney, healthcare directives, and related...

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Posted On Jul 18, 26
Full-time 11 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates family Genetics gift tax Harassment Litigation power of attorney Taxation trusts Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates family Genetics gift tax Harassment Litigation power of attorney Taxation trusts Wills

Planning Associate Attorney Job Title: Estate Planning Associate Attorney Job Responsibilities: - Meet with clients to discuss estate planning needs, understand their goals, and provide legal advice. Maintain clear and regular communication with clients, keeping them informed about the progress of their estate planning...

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Posted On Jun 08, 26
Full-time 6 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Elder Law Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Trusts and Estates - General
Job Tags:
agreements Asset Protection bylaws Corporation entity formation Estate Planning health benefits Incorporation Insurance LLC operating agreements Software title trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Trusts and Estates - General
Job Tags:
agreements Asset Protection bylaws Corporation entity formation Estate Planning health benefits Incorporation Insurance LLC operating agreements Software title trusts Wills

Title: Legal Assistant Job Responsibilities: Estate Planning Support - Draft estate planning documents, including wills, trusts, powers of attorney, and related instruments, from company templates under attorney and paralegal direction. - Assemble signing packets, prepare execution instructions, and coordinate notarization and witness logistics. - Maintain...

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Estate Planning Attorney

Recruiter • **Members Only** Winter Park, FL

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Posted On Jul 20, 26
Full-time Experience : 1-8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an Estate Planning Attorney in [City/State]. This role offers the opportunity to work in a collaborative environment, providing compassionate legal guidance to clients while ensuring compliance with current laws and with clients to understand their...

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