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Revocable Trust Jobs in Devon

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United States
Posted On Jul 30, 26
Full-time
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance LLC special projects trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance LLC special projects trusts Wills

Title: Estate Planning Paralegal Job Responsibilities: Client Communication Relationship Management - Serve as a primary point of contact for estate planning clients. - Communicate with clients via phone, email, and in person to gather information, answer questions, and provide updates. - Schedule client meetings and...

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Posted On Aug 03, 26
Full-time 12 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts

complex legal documents, including Revocable Living Trusts, Irrevocable Life... Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), and Qualified Personal Residence Trusts (QPRTs). These documents should be tailored to meet specific family needs and go beyond standard templates. - Navigate and...

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Posted On Aug 14, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary restructuring Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary restructuring Taxation trusts wealth transfer Wills

wealth transfer strategies, and trust and estate administration. - Draft... revise a variety of estate planning documents, including revocable and irrevocable trusts, wills,... powers of attorney, and related agreements. - Support business succession planning and estate planning for closely held business owne...

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Posted On Sep 01, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

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...

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Posted On Jul 29, 26
Full-time 7 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a senior-level Trusts and Estates attorney with over seven years of experience to join their practice in New Jersey or Pennsylvania. This role involves more than basic estate planning, focusing on complex tax mitigation and business...

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