Revocable Trust Jobs

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Posted On Sep 09, 26
Full-time 1 views Experience : 2-3 yrs required

Title: Legal Assistant, Paralegal, and Project Assistant** **Job Responsibilities:** **Legal Assistant Responsibilities:** - Prepare, proofread, revise, and finalize correspondence, legal documents, engagement letters, and client communications. - Manage attorney calendars, deadlines, appointments, and task lists. - Coordinate client meetings, conference calls, and document signings. - Monitor...

Posted On Sep 09, 26
Full-time 1 views Experience : Min 2 yrs required

signing and completion. Responsibilities may include preparing and revising revocable living trusts, wills, durable... powers of attorney, health care surrogate designations, living wills, and related estate planning documents. Prepare or assist with Florida deeds. Review client intake information and id...

Full-time

with clients to confirm estate planning needs. - Produce typical work products such as revocable living trusts, wills, powers... of attorney, healthcare directives, deeds, and LLCs. - Draft estate planning documents using personal methods or company-provided document templates. - Sta...

Full-time Experience : 4-6 yrs required

documents and advising on trust administration and funding. The... substantial experience in drafting revocable and irrevocable trusts, including... SLATs, ILITs, and charitable trusts. A strong understanding of estate and gift tax law and sophisticated planning structures is essential. The role...

Full-time Experience : 4-6 yrs required

documents and advising on trust administration and funding. The... key duties include: - Drafting revocable and irrevocable trusts, such... as SLATs, ILITs, and charitable trusts. - Advising on estate and gift tax law and implementing sophisticated planning structures. - Providing guidance on global...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 4 yrs required

estate planning documents, including Revocable Living Trusts, Wills, Powers... Attorney, Health Care Proxies, Trust Amendments and Restatements, Irrevocable... (MAPTs), First-Party and Third-Party Special Needs Trusts (SNTs), Real Estate Deeds, and Trust Funding Documents. - Manage multiple... estate planning matters simultaneously, coordinatin...

Full-time Experience : 1-4 yrs required

tasks and duties within the law firm’s Private Clients, Trusts & Estates group. The primary responsibilities include: - Drafting, implementing, and administering sophisticated lifetime and testamentary planning strategies. - Handling estate and trust administration. - Advising high net... worth individuals, families, and fa...

Full-time Experience : 3-7 yrs required

on wills, trusts, powers of attorney, healthcare directives, and other planning tools. - Develop tailored estate plans based on family dynamics, asset structure, and clients’ long-term goals. Document Drafting & Review - Draft and review legal documents such as revocable and irrevocable trus...

Full-time 2 views Experience : Min 13 yrs required

for an attorney who enjoys client interaction, sophisticated drafting, and the flexibility of contract work while maintaining high professional standards. Responsibilities - Conduct Virtual Document Reviews (VDRs) and estate planning consultations. - Draft and review sophisticated estate planning documents, including: - Revocable...

Full-time 1 views

and managing estate and trust administration clients. Key duties... with clients to design and implement comprehensive estate plans, which include wills, revocable trusts, powers of attorney,... and advance medical directives. - Advising clients on estate planning strategies tailored to thei...

Full-time 2 views

documents such as wills, revocable and irrevocable trusts, ILITs,... GRATs, IDGTs, SLATs, family limited partnerships/LLCs, and other complex planning instruments. - Advise clients, families, closely-held businesses, private foundations, and fiduciaries. - Collaborate with professional advisors and other advanced estate planning...

Full-time 1 views Experience : Min 10 yrs required

Job Title: Trust & Estates Attorney Job Responsibilities: -... Provide legal guidance and advice to clients on estate planning, business formation, special needs planning, and related areas of law, with a focus on high net worth estate planning. - Draft legal documents, including...

Full-time Experience : 3-5 yrs required

Title: Trusts & Estates Associate Job Responsibilities: - Serve as an independent contributor and key coordinator within the Private Client & Tax team, working closely with partners, paralegals, and other associates. - Play a critical role in bridging day-to-day execution with higher-level strategic...

Full-time

providing estate planning services as directed by Legal Directors. - Conduct meetings with clients either virtually or in-person to determine estate planning needs. - Prepare typical estate planning documents such as revocable living trusts, wills, powers... of attorney, healthcare directives, deeds, a...

Full-time

or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers... of attorney, healthcare directives, deeds, and LLCs. - Draft estate planning documents using personal methods or company-provided document templates. - Stay in...

Full-time

Title Estate and Document Attorney Job Responsibilities - Assist the tax and wealth management teams with estate planning on a non-exclusive basis. - Work directly with clients and collaborate with internal Legal Directors and other professionals. - Receive hand-offs from Legal...

Contract, Full-time

clients directly, either virtually or in-person, to assess and confirm their estate planning needs. - Produce estate planning documents, including revocable living trusts, wills, powers... of attorney, healthcare directives, deeds, and LLCs, using personal methods or provided document templates. - Stay in...

Posted On Aug 31, 26
Full-time Experience : Min 3 yrs required

Title: Legal Administrative Assistant (Trust & Estates) Job Responsibilities: - Provide... 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, revocable and irrevocabl...

Posted On Sep 04, 26
Full-time 4 views

Title: Real Estate Paralegal Job Responsibilities: - Assist with and manage commercial and residential real estate transactions on a day-to-day basis, from inception to completion. - Prepare, draft, and edit typical commercial real estate transaction documents, including mortgages, leases, deeds, assignments, releases, title...

Posted On Sep 04, 26
Full-time 8 views

& Estates Associate Attorney **Members Only.** Ponte Vedra Beach, Florida | Full-Time | In-Office  $120,000 to $150,000 | No Billable Hour Requirement | No Origination Requirement | Boutique High-Net-Worth Practice Join a sophisticated estate planning, tax, and private client practice built on established...

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