Trusts And Estates Jobs in Peabody

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Full-time 7 views Experience : Min 5 yrs required

and objectives - Formulating comprehensive estate plans tailored to individual client requirements - Drafting estate planning documents, including wills, trusts, and powers of attorney -... Administering estates and trusts, ensuring compliance with legal... requirements - Preparing fiduciary and estate tax returns and accounts, ensur...

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Posted On Aug 20, 26
Full-time 2 views

Title: Legal Assistant Job Responsibilities: - Assist attorneys with preparing, organizing, and filing documents for estate administration and probate matters, including Petitions for Probate, Inventories, Accounts, and Notices. - Process, track, and organize court notices and deadlines to ensure timely compliance. - Prepare, proofread,...

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Full-time 1 views Experience : Min 3 yrs required

Title: Litigation Associate - Fiduciary Litigation Job Responsibilities: - Attendance at team meetings and strategy conferences - Regular client communication - Drafting of pleadings, motions, and memoranda - Conducting legal research - Conducting depositions and witness interviews - Overseeing preparation of discovery requests and responses, including the...

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Posted On Jun 17, 26
Full-time 6 views

Title: Paralegal/Administrative Assistant Job Responsibilities: The responsibilities of the Paralegal/Administrative Assistant at the law firm will vary depending on the candidate's experience. Key duties include: - Preparing and reviewing legal documents and correspondence. - Managing client files and maintaining case calendars. - Assisting attorneys with...

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Posted On Jun 17, 26
Full-time 5 views

Title: Paralegal/Administrative Assistant Job Responsibilities: - Preparing and reviewing legal documents and correspondence. - Managing client files and maintaining case calendars. - Assisting attorneys with estate planning, probate, and trust administration matters. - Communicating with clients, courts, financial institutions, and other professionals. - Organizing and maintaining...

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

Title: Paralegal or Legal Assistant Job Responsibilities: The Paralegal or Legal Assistant will play a crucial role in supporting attorneys and staff within the law firm. The individual will be responsible for managing a range of legal and administrative tasks from inception...

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Posted On Sep 10, 26
Full-time Experience : 1-2 yrs required

financial advisors, attorneys, CPAs, and financial institutions. - Track assets and documents using spreadsheets and cloud-based systems. - Assist with deeds, real estate transfers, trusts, and other estate-planning documents. -... Prepare for client meetings and manage follow-up. - Keep projects moving with accuracy, org...

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Posted On Aug 26, 26
Full-time 40 views Experience : Min 10 yrs required

Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all aspects of the client and advisory team to optimize wealth management goals for clients and families, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust...

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Posted On Sep 10, 26
Full-time 37 views Experience : Min 10 yrs required

Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all aspects of the client and advisory team to optimize the wealth management goals of the client/family, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for...

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Posted On Aug 26, 26
Full-time 11 views Experience : Min 5 yrs required

Title: Tax Manager - High Net Worth Job Responsibilities: Technical Responsibilities: - Proactively manage the tax planning process with clients and advisory teams to optimize wealth management goals for clients and families. - Manage and review tax returns for high net worth individuals or...

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

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

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Full-time Experience : 3-10 yrs required

Title: Estate Planning & Probate Attorney Job Responsibilities: As an Estate Planning & Probate Attorney at a law firm, you will have the opportunity to build and expand the estate planning and probate practice. You will collaborate closely with an experienced paralegal...

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Posted On Jun 24, 26
Full-time 3 views Experience : 5-8 yrs required

Title: Experienced Family Law Paralegal Job Responsibilities: The primary responsibilities for this position include managing a busy family law caseload and ensuring that all deadlines are met with precision. The paralegal will be responsible for the entire discovery process, from...

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Posted On Sep 02, 26
Full-time 1 views Experience : 2-5 yrs required

Title: Legal Sales Associate - Closer Job Responsibilities: - Engage potential clients with confidence and clarity, transforming initial consultations into lasting partnerships. - Manage and nurture a personal sales pipeline, ensuring each lead receives personalized attention and timely follow-up. - Utilize a modern tech...

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Posted On Sep 02, 26
Full-time 2 views Experience : 2-5 yrs required

Title: Legal Assistant & Practice Coordinator Job Responsibilities: Attorney & Office Support: - Serve as the attorney’s primary legal and administrative assistant. - Manage the attorney’s calendar, appointments, deadlines, and workflow. - Monitor active matters, ensuring deadlines and follow-up tasks are completed promptly. - Anticipate the...

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Full-time 4 views Experience : 10-10 yrs required

Office of University Counsel (OUC) at a reputed firm is tasked with managing the legal affairs of the university. This includes advising various schools and divisions on a multitude of legal issues. The OUC is responsible for coordinating all legal...

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Full-time Experience : Min 7 yrs required

Experienced Trusts & Estates Attorney Job Title: Experienced... Trusts & Estates Attorney Job Responsibilities: The... Trusts and Estates Attorney will... work within the Trusts and Estates department at... highly-skilled attorneys in the Trusts and Estates department. - Managing... a preexisting volume practice while working alongside...

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Posted On Sep 02, 26
Full-time 1 views Experience : 1-8 yrs required

and expanding the estate planning and probate practice, working closely with a paralegal and client success coordinator. The position offers autonomy, growth opportunities, and a collaborative and manage wills, trusts, and estate families... through probate and estate administration....

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