Trusts Jobs in Stuart

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United States
Full-time 3 views Experience : 4-6 yrs required

real estate aspects of wealth transfer strategies, succession planning, and tax-efficient structuring. - Advise private clients, family offices, and trusts on residential and commercial... real estate acquisitions, dispositions, and financings. - Structure and negotiate real estate transactions involving estate planning vehicles,...

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Posted On Aug 25, 26
Full-time Experience : Min 3 yrs required

TITLE: Trust & Estate Planning Associate JOB RESPONSIBILITIES: - Support the Chief Fiduciary Counsel in developing, implementing, and maintaining trust, estate, wealth transfer, and business succession planning strategies for Family Office clients. - Assist in the preparation and coordination of estate planning...

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Posted On Jun 30, 26
Full-time 1 views

Title: Estate & Trust Administrator Job Responsibilities: - Lead estate settlement from start to finish, which includes identifying and marshaling assets, reviewing legal documents, income and estate tax returns, and accounting, and overseeing distributions. - Coordinate with outside counsel to ensure...

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

Title: Receptionist - Client Intake Specialist Job Responsibilities: As a Receptionist - Client Intake Specialist at the law firm, you will be the welcoming face and friendly voice for clients, ensuring they feel heard, valued, and confident in their decision...

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Full-time

with clients 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 documents using personal methods or company-provided document templates. - Sta...

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Full-time 3 views

Title: Staff Attorney Job Responsibilities: The position of Staff Attorney at the organization involves a wide range of responsibilities focused on providing civil legal services as part of the Disaster Legal Services team. The attorney will handle cases in areas such as...

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Posted On Jun 30, 26
Full-time 4 views

Title: Staff Attorney Job Responsibilities: - Provide civil legal services as part of the Disaster Legal Services team, focusing on areas such as Probate, Real Estate, Consumer, and Bankruptcy law, as well as other areas unique to disaster recovery. - Interview clients, certify...

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Full-time 2 views Experience : Min 3 yrs required

Title: Family Law Attorney Job Responsibilities: The Family Law Attorney will be responsible for managing a diverse range of family law cases, including but not limited to divorce, custody, paternity, and support matters. The attorney will be expected to: - Thrive in courtroom...

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Posted On Aug 23, 26
Full-time 1 views Experience : Min 3 yrs required

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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Full-time 2 views Experience : Min 5 yrs required

Title: Regional Managing Attorney Job Responsibilities: The Regional Managing Attorney (RMA) at the organization is tasked with providing exemplary management and supervision to attorneys and paralegals through mentoring, training, case reviews, co-counseling, and general oversight of advocacy and outreach. The RMA is...

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Posted On Aug 05, 26
Full-time Experience : Min 3 yrs required

Title: Paralegal- Estate Planning, Probate and Trust Administration Job Responsibilities: - Independently manage estate planning, probate, and trust administration files from the initial client meeting through file closure, with attorney oversight as needed. - Meet with clients to gather information,...

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Posted On Aug 18, 26
Full-time 27 views Experience : Min 8 yrs required

Advisor III - Palm Beach / Boca Raton This job is available in 2 locations Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply...

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Posted On Jul 03, 26
Full-time Experience : 2-11 yrs required

offers a mid-level attorney the chance to engage in sophisticated real estate transactions for high-net-worth individuals and with estate planning attorneys on wealth transfer strategies and tax-efficient private clients and trusts on real estate acquisitions,... dispositions, and financings....

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