Trusts Jobs in Clifton

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United States
Full-time Experience : Min 3 yrs required

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 client...

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Posted On Sep 09, 26
Full-time 1 views

Title: Legal Intern, Estate Planning Job Responsibilities: - Assist attorneys and legal staff with estate planning matters. - Review client information and estate planning questionnaires for accuracy and completeness. - Help organize information relating to clients, family members, assets, beneficiaries,...

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Full-time 62 views Experience : Min 5 yrs required

Tax Partner - **Members Only,** **Members Only,** is seeking a New Jersey and/or New York Tax Attorney to join the firm as a Partner. The Tax Partner will be responsible to provide professional legal counsel and representation for high-net-worth individuals, institutions, and...

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Posted On Jul 23, 26
Full-time 21 views Experience : 1-3 yrs required

Title: Intake Coordinator Job Responsibilities: - Serve as the first line of communication for potential new clients via phone, email, and online inquiries. - Conduct thorough intake interviews to gather case details and determine eligibility. - Accurately enter and update client information in case...

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Part-time 3 views Experience : Min 3 yrs required

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 with...

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

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, assets,...

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Full-time Experience : Min 3 yrs required

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. - Communicate...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required

and Estate Tax Manager The candidate will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Review individual, trust, partnership and corporate tax returns prepared by tax staff and/or seniors for accuracy....

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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...

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Posted On Sep 22, 26
Full-time 73 views Experience : Min 2 yrs required

a Legal Assistant with Trusts and Estates experience to... join their team. The successful candidate will have 2+ years of litigation assistant experience with knowledge of Surrogate Court filings, court procedures, Probate and Elder Law (Medicaid a plus). They...

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Full-time 95 views Experience : Min 3 yrs required

Job Title: Tax, Trusts & Estates Associate Job Responsibilities: The... Tax, Trusts & Estates Associate will... the areas of tax, trusts, and estates. The candidate... and the administration of trusts and estates. The associate... will work closely with clients to develop and...

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Posted On Sep 22, 26
Full-time 109 views Experience : Min 3 yrs required

Firm is seeking a Trusts and Estates Paralegal with... 3 Years of Experience Law Firm has an immediate opening for a Trusts and Estates Paralegal with... 3 years of experience in all aspects of the administration of estates. The...

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Posted On Aug 14, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal will be responsible for managing all phases of estate and trust administration. Key responsibilities include: - Handling probate processes, with a strong understanding of New Jersey and New York...

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Posted On Aug 16, 26
Full-time 1 views Experience : 3-4 yrs required

Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal is responsible for managing all aspects of estate and trust administration. This includes handling probate procedures and maintaining extensive communication with clients, financial planners, and accountants. Key duties...

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Posted On Aug 14, 26
Full-time 97 views Experience : 3-20 yrs required

reporting to the Tax, Trusts, and Estates Partner. Will... be responsible for providing professional legal counsel and representation for high-net-worth individuals, institutions, and corporations. Act as an advocate and advisor concerning legal rights and obligations and recommend best practices and...

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