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Retirement Planning Jobs in Lake Mary

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United States
Posted On Sep 29, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. Give... hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (....

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Posted On Sep 03, 26
Full-time 1 views
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
criminal family Family Law pleadings
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
criminal family Family Law pleadings

Title: Family Law Legal Assistant or Experienced Family Law Paralegal Job Responsibilities: - Answering phones and facilitating direct client interaction to ensure effective communication and support. - Managing calendars and scheduling appointments to keep track of important dates and deadlines. - Filing and managing...

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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

Estate Planning Associate Job Description A law firm... is seeking an estate planning attorney with 3 to... its High Net Worth Planning group. The candidate should... experience in drafting estate planning documents, including revocable and... irrevocable trusts, charitable planning, and tax mitigation strategies.......

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Posted On Jul 17, 26
Full-time 33 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts

High Net Worth Estate Planning & Tax Job Responsibilities: - Work... and families. - Draft and review estate planning documents, including revocable trusts,... irrevocable trusts, and other advanced planning structures. - Apply federal estate,... gift, income, and generation-skipping transfer tax principles in real-world plannin...

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Posted On Sep 09, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
children consumer debt depositions Estate Planning Family Law general litigation guardian health insurance Immigration Insurance Litigation Partnership pleadings Probate spouse trials Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
children consumer debt depositions Estate Planning Family Law general litigation guardian health insurance Immigration Insurance Litigation Partnership pleadings Probate spouse trials Wills

Title: Attorney - Estate Planning and Probate Job Responsibilities: - Perform... primary focus on estate planning and probate matters. - Draft... legal documents including wills, powers of attorney, healthcare surrogate designations, and handle summary administration in probate matters. - Participate in client intake, outreach,...

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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,... signing packets, prepare execution instructions, and coordinate notarization and witness logistics. - Maintain organized digital and physical estate planning files, ensuring completeness and... accuracy. - Track matter status, de...

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Posted On Aug 10, 26
Full-time 2 views
Practice Area:
Corporate - M&A Corporate - Contract Law Real Estate - Development/ Dirt law Real Estate - Leasing Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Estate & Tax Planning Probate Corporate - General Real Estate - General Trusts and Estates - General
Job Tags:
acquisitions Business Formation Business Law civil litigation developers Estate Planning leasing Probate probate litigation Real Estate Law residential real estate title
Practice Area:
Corporate - M&A Corporate - Contract Law Real Estate - Development/ Dirt law Real Estate - Leasing Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Estate & Tax Planning Probate Corporate - General Real Estate - General Trusts and Estates - General
Job Tags:
acquisitions Business Formation Business Law civil litigation developers Estate Planning leasing Probate probate litigation Real Estate Law residential real estate title

legal practice. - Advise clients throughout Florida on matters involving: - Commercial and residential real estate, including leasing, purchasing, and development. - Business formation, acquisitions, and governance. - Estate planning and probate administration. -... Title insurance and title-related legal matters....

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Posted On Sep 09, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Litigation - Commercial Probate
Job Tags:
commercial litigation Corporate Law depositions Estate Planning Probate trials
Practice Area:
Litigation - Commercial Probate
Job Tags:
commercial litigation Corporate Law depositions Estate Planning Probate trials

to these cases. - Conduct comprehensive legal research to support case strategies. - Prepare for and attend hearings, depositions, and trials to advocate on behalf of clients. - Engage in tasks related to probate administration, estate planning, and corporate law. Education and... Experience Informatio...

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Posted On Jul 22, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Litigation - Financial Services - Defense
Job Tags:
financial services litigation health insurance Insurance Litigation Retirement Planning
Practice Area:
Litigation - Financial Services - Defense
Job Tags:
financial services litigation health insurance Insurance Litigation Retirement Planning

Title: Litigation Associate Job Responsibilities: The Litigation Associate will work within the Financial Services Litigation Practice Group. The primary responsibilities include: - Engaging in various types of litigation, with a focus on financial services. - Providing excellent client service and maintaining strong client relationships. -...

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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

Attorney specializing in estate planning and probate matters to... asset protection and legacy planning. The ideal candidate will... have experience in probate law, trusts, and wills, with a strong focus on managing intricate cases and offering tailored solutions to meet...

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