Trusts Jobs in Lakeway

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United States
Full-time 1 views Experience : Min 3 yrs required

Title Associate Attorney Job Responsibilities The Associate Attorney will be responsible for providing comprehensive and empathetic legal support to clients in estate planning, probate, and guardianship cases. Key responsibilities include: - Drafting legal documents related to estate planning, probate, and guardianship...

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Full-time 14 views Experience : Min 8 yrs required

Job Title: Trusts & Estates Attorney Job Responsibilities: The... Trusts & Estates Attorney will... Estate Planning, Probate, and Trusts practice group. The key... responsibilities include: - Focusing on estate and gift tax planning and tax planning to cater to clients' needs effectively. - Managing...

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Full-time 4 views Experience : 4-8 yrs required

for high-net-worth individuals and families, trust and estate administration, and gift, estate, and generation-skipping transfer tax planning. - The role requires designing and drafting complex estate planning documents, including revocable trust agreements, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access... T...

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Full-time 6 views Experience : 4-8 yrs required

Title: Private Wealth Associate Job Responsibilities: - Engage in sophisticated estate planning and drafting, trust and estate administration, and estate and gift tax. - Participate in charitable planning initiatives. - Collaborate with attorneys across various offices within the Financial Services & Capital Markets strategic...

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Posted On Jul 01, 26
Full-time 3 views Experience : Min 3 yrs required

planning documents, including wills, trusts, and powers of attorney,... using law firm software. - Manage and organize client files utilizing tools such as Clio. - Coordinate document signings and track associated deadlines. - Print, prepare, and process documents for signing to create final...

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Posted On Jul 29, 26
Full-time 1 views

Responsibilities: - Focus on Wills, Trusts, Probate, Estate Administration, Asset... Protection, Special Needs Planning, and Elder Law. - Assist clients in planning confidently for their future and support them through difficult life transitions. - Approach every client interaction with compassion, professionalism, and respect. -...

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Posted On Jul 29, 26
Full-time 2 views Experience : Max 5 yrs required

Responsibilities: - Focus on Wills, Trusts, Probate, Estate Administration, Asset... Protection, Special Needs Planning, and Elder Law. - Assist clients in planning confidently for their future and guide them through challenging life transitions. - Provide compassionate, professional, and respectful client interactions. - Collaborate with...

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Posted On Jul 30, 26
Full-time 1 views

Title: Client Liaison for Estate Planning and Probate Job Responsibilities: This role involves significant client interaction and is crucial in guiding clients through the estate planning process. Key responsibilities include: - Conducting Will and Trust signing appointments directly with clients, ensuring all required...

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Full-time 1 views Experience : Min 3 yrs required

manage all aspects of estate planning cases independently. - Draft estate plans with strong knowledge of California trusts and estates law. - Respond... directly, quickly, and thoroughly to client inquiries. - Meet with clients in the Los Angeles area for estate plan si...

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Posted On Aug 13, 26
Full-time 2 views Experience : Min 2 yrs required

the Job We are seeking a detail-oriented paralegal to join our litigation and guardianship team, supporting one of our attorneys who carries a busy caseload of client meetings, mediations, and court appearances. You'll be trusted to run point independently on day-to-day...

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Posted On Sep 10, 26
Full-time 3 views Experience : Min 5 yrs required

Title: Legal Assistant Job Responsibilities: - Provide comprehensive administrative support to attorneys in the Wealth Preservation and Estate Planning practice. - Serve as a primary point of contact for clients and provide responsive, professional, and confidential client service. - Manage a high volume of...

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Full-time 8 views Experience : Min 8 yrs required

Title: Private Wealth Senior Counsel Job Responsibilities: - Design and implement sophisticated estate plans. - Assist individual and business clients with all aspects of wealth management, asset protection, and gift and estate tax issues. - Work primarily with attorneys in the Financial Services &...

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Full-time 1 views Experience : Min 7 yrs required

Title: Senior Attorney - Strategic Wealth Advisor Job Responsibilities: - Guide clients through high-level wealth strategies, integrating legal, tax, and investment considerations into a comprehensive system. - Connect clients with appropriate fulfillment options such as CPAs, wealth advisors, and deal clubs. - Conduct 10-25...

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Posted On Jul 10, 26
Full-time 2 views

Summary We are seeking a highly organized and detail-oriented Paralegal/Administrative Assistant to support our legal team at a law firm. This role involves a combination of document management and administrative support in a boutique estate planning firm. The ideal candidate will...

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Posted On Aug 10, 26
Full-time 3 views Experience : 4-20 yrs required

Estate Planning, Probate, and Trusts practice group in Austin,... TX. The ideal candidate will have a minimum of eight years of experience in estate and gift tax planning, tax planning, and the management and preparation of estate on estate...

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