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Trusts Jobs in Ocala

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United States
Posted On Aug 21, 26
Full-time 10 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

to provide estate planning services for clients. - Meet with clients virtually or in-person 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 do...

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Posted On Jun 26, 26
Full-time 4 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Asset Protection Estate Planning health insurance Insurance Probate trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Asset Protection Estate Planning health insurance Insurance Probate trusts wealth transfer Wills

planning documents, including wills, trusts, powers of attorney, and... advance directives. - Advise clients on estate, gift, and income tax planning strategies. - Assist clients with asset protection and wealth transfer planning. - Provide legal guidance on business tax matters, including entity structuring...

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Posted On Jul 01, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - General Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning health insurance Insurance Probate trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - General Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning health insurance Insurance Probate trusts wealth transfer Wills

planning documents, including wills, trusts, powers of attorney, and... advance directives. - Advise clients on estate, gift, and income tax planning strategies. - Assist clients with asset protection and wealth transfer planning. - Provide legal guidance on business tax matters, including entity structuring...

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Posted On Jun 16, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Case Law depositions Ethics Litigation personal injury pleadings Software trials
Job Tags:
Case Law depositions Ethics Litigation personal injury pleadings Software trials

Title: Pre-Litigation, Personal Injury Case Manager Job Responsibilities: The Case Manager is responsible for overseeing legal cases from initiation to resolution, working closely with attorneys, clients, and external parties to ensure efficient case management and client satisfaction. Key responsibilities include: - Case Management:...

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Posted On Aug 23, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Expert - Expert Center (Southeast) The candidate will focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping,...

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Posted On Jul 20, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
document review Estate Planning title
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
document review Estate Planning title

Title: Legal Assistant Job Responsibilities: The Legal Assistant position entails supporting the estate planning attorney and team throughout various stages of client matters. This includes a range of duties essential to the smooth operation and success of the estate planning department. Key...

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