Living Trusts Jobs in Ridgefield Park

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Full-time 2 views Experience : Min 3 yrs required

planning documents, specifically revocable living trusts, drafted by the... paralegal team. - Sign off on completed plans after confirming their accuracy and alignment with client goals. - Provide custom language or revisions when client needs fall outside standard templates. - Communicate with the...

Posted On Sep 22, 26
Full-time Experience : Min 5 yrs required

Title: Paralegal/Legal Assistant Job Responsibilities: - Conduct client interviews to gather relevant information for legal cases - Maintain and organize client files and documents - Assist attorneys in preparing legal documents - Assist with document review and analysis - Perform...

Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Senior Consultant in the Tax Strategy and Transformation team, you will play a crucial role in supporting transformation projects within Operations/Finance. Your responsibilities will include: - Collaborating with Tax subject...

Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required

primary responsibilities include collaborating with Tax subject matter specialists, technologists, and key stakeholders. The role spans various tax transformation projects that include tax compliance and advisory client service delivery for Corporate, Investment Management, Operating Flowthroughs, Individuals, Estates & Trusts, a...

Part-time 3 views Experience : Min 3 yrs required

planning documents, specifically revocable living trusts, drafted by the... paralegal team. - Sign off on completed plans after confirming accuracy and alignment with client goals. - Provide custom language or revisions when client needs fall outside standard templates. - Communicate...

Posted On Aug 06, 26
Full-time 1 views Experience : Min 3 yrs required

Paralegal Job Responsibilities: - Draft revocable living trusts, wills, powers of... attorney, healthcare directives, and related estate planning documents using WealthCounsel. - Review client information, attorney notes, questionnaires, and design documents before drafting. - Prepare customized trust provisions based on each client’s family structure,...

Full-time Experience : Min 3 yrs required

planning documents, specifically revocable living trusts, drafted by the... paralegal team. - Sign off on completed estate plans after ensuring their accuracy and alignment with the client's goals. - Provide custom language or make revisions when client needs extend beyond standard templates. -...

Full-time 18 views Experience : 3-5 yrs required 1 applications

wills to complex multi-generational trusts. - Create customized trust agreements,... including revocable living trusts, irrevocable life insurance... trusts,... grantor retained annuity trusts,... and charitable remainder trusts. -... Develop specialized documents aimed... at wealth preservation, tax minimization, and asset protection. - Draft powers of...

Full-time 17 views Experience : 7-10 yrs required

including simple wills and intricate multi-generational trusts. - Create customized trust agreements,... such as revocable living trusts, irrevocable life insurance... trusts,... grantor retained annuity trusts,... and charitable remainder trusts. -... Develop specialized documents aimed... at wealth preservation, tax minimization, and asset protection...

Posted On Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required

Title: Legal Assistant and Team Coordinator Job Responsibilities: The Legal Assistant and Team Coordinator position resides within the Trust and Estate Group of a well-established $20+ billion New York-based registered investment advisor that focuses on ultra-high-net-worth clients. The role involves three primary...

Full-time 5 views Experience : Min 8 yrs required 1 applications

Job Title: Private Clients, Trusts & Estates Senior Associate... / Counsel/ Income Partner Job Responsibilities: The role involves working primarily with two partners who have active and growing practices. The attorney will assist in second chairing very large matters and independently...

Full-time 1 views Experience : Min 4 yrs required

Job Title: Trusts & Estates Planning Associate... and succession planning objectives. - Prepare and review wills, revocable and irrevocable trusts, powers of attorney, health... care proxies, living wills, and related estate... planning documents. - Advise clients regarding estate and gift tax planni...

Posted On Sep 11, 26
Full-time 2 views Experience : Min 3 yrs required

administrative support to multiple Trusts & Estates attorneys. - Manage... complex attorney calendars, coordinate meetings, conference calls, travel arrangements, and client appointments. - Prepare, proofread, edit, and format legal documents, correspondence, and client communications. - Draft and assemble estate planning documents, including wills,...

Posted On Sep 04, 26
Full-time 3 views Experience : Min 5 yrs required

Title: Senior Specialist, Client Development & Engagement - Funds Job Responsibilities: The Senior Specialist, Client Development & Engagement - Funds is tasked with supporting the law firm's global client development efforts specifically for the funds practice. Key responsibilities include: - Developing, editing, and...

Posted On Sep 14, 26
Full-time Experience : 5-10 yrs required

Title: Director of Data Engineering & Platform Job Responsibilities: Data Engineering & Platform Leadership: - Lead and develop the Innovation Data Engineering & Platform function across Data Engineering and Platform & Operations. - Build a high-performing, accountable team through clear expectations and consistent feedback. -...

Full-time 3 views Experience : Min 7 yrs required

Title: Senior Counsel, Anti-Counterfeiting Job Responsibilities: - Develop and execute the . anti-counterfeiting strategy and annual objectives to protect the brand and client trust, aligned with global and regional priorities. - Own program governance, including matter intake and prioritization, playbooks, escalation paths, and...

Posted On Sep 26, 26
Full-time 10 views Experience : 7-10 yrs required

Title Senior Manager of Partner Integration Job Responsibilities Strategic Integration Planning - Develop and manage individualized integration plans for each lateral partner, ensuring alignment with firm strategy, practice objectives, and revenue goals. - Serve as the primary point of contact...

Posted On Sep 18, 26
Full-time 7 views Experience : Min 2 yrs required

Title: Client Relationship Coordinator Job Responsibilities: The Client Relationship Coordinator is primarily responsible for managing and coordinating billing and finance functions, as well as processing new client and matter intake requests. The role involves acting as a liaison between attorneys, secretaries, finance,...

Posted On Aug 16, 26
Full-time 4 views Experience : 3-5 yrs required

OverviewA law firm seeks a Trust and Estates Attorney in New York to join their expanding practice. The ideal candidate will possess exceptional drafting and planning skills to support clients in navigating life's transitions and protecting their comprehensive estate...

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