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Trusts Jobs in Winter Park

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United States
Posted On Aug 11, 26
Full-time 1 views Experience : 5-7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents criminal estate tax estates fiduciary Financial Institutions FLSA health insurance Insurance pleadings Probate title trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents criminal estate tax estates fiduciary Financial Institutions FLSA health insurance Insurance pleadings Probate title trusts

established policies and procedures, the role involves performing a variety of paralegal duties to assist attorneys in managing decedent estates and trusts. This includes drafting court... pleadings, inventorying assets, communicating with fiduciaries and beneficiaries, and preparing fiduciary accountings. *Key Responsibilities* *Probate Administration...

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Posted On Aug 11, 26
Full-time 1 views Experience : 5-7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents estate tax estates fiduciary Financial Institutions Insurance pleadings Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents estate tax estates fiduciary Financial Institutions Insurance pleadings Probate trusts Wills

Title: Probate and Trust Administration Paralegal Job Responsibilities: - Probate Administration: Manage probate matters from inception through final distribution under attorney supervision, acting as the primary liaison among the law firm, clients, beneficiaries, financial institutions, and court clerks. Responsibilities include preparing and...

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Posted On Aug 17, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills

creating, executing, and maintaining strategies related to trust, estate, wealth transfer, and business succession planning for Family Office clients. Key responsibilities include: - Drafting and editing estate planning documents such as wills, trusts, powers of attorney, health... care directives, deeds, assig...

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Posted On Jul 20, 26
Full-time Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
children Estate Planning family Insurance trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
children Estate Planning family Insurance trusts Wills

Planning Attorney Job Description At law firm, we’re more than a law firm—we’re a team driven by purpose, united by values, and committed to excellence in everything we do. Our culture is built on collaboration, respect, and a shared dedication to serving...

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Posted On Jul 26, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection branding construction Estate Planning Insurance Litigation marketing personal injury Privacy Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection branding construction Estate Planning Insurance Litigation marketing personal injury Privacy Probate trusts Wills

and needs. - Drafting wills, trusts, powers of attorney, and... other estate planning documents. - Advising clients on tax planning, asset protection, and long-term care issues. - Handling probate and trust administration matters. - Representing clients in guardianship proceedings. - Conducting legal research and staying...

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Posted On Aug 18, 26
Full-time Experience : Min 5 yrs required
Job Tags:
health insurance healthcare litigation Insurance Medical Malpractice Software
Job Tags:
health insurance healthcare litigation Insurance Medical Malpractice Software

Title: Bookkeeper Job Responsibilities: - Assist with month-end and year-end close processes, including cash-basis reporting and closed case write-offs. - Receive, verify, and enter vendor invoices into accounting and case management systems. - Prepare and process weekly check runs for operating expenses and case...

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Posted On Sep 06, 26
Full-time 3 views Experience : 2-5 yrs required
Practice Area:
General Practice - Transactional & Litigation
Job Tags:
Case Law contracts depositions health insurance pleadings
Practice Area:
General Practice - Transactional & Litigation
Job Tags:
Case Law contracts depositions health insurance pleadings

Title: Attorney Job Responsibilities: - Manage a caseload from intake through resolution, ensuring timely and effective legal representation - Draft, review, and negotiate legal documents including contracts, pleadings, motions, and briefs - Conduct legal research and analyze applicable statutes, regulations, and case law - Represent...

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Posted On Jun 16, 26
Full-time 36 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate trusts Wills

growth and advancement Job Title: - Paralegal for Estate Planning Department Experience Information: - Experience in probate, wills, and trusts required - Ability to... handle complex cases and provide personalized guidance Law Firm: Our law firm...

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Posted On Aug 03, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
creditors Estate Planning health insurance Insurance Litigation Probate stage trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
creditors Estate Planning health insurance Insurance Litigation Probate stage trusts Wills

Title: Experienced Probate and Trust Paralegal Job Responsibilities: - Prepare legal documents related to probate and trust such as petitions, oaths, notices, waivers and consents, proposed orders, and letters in compliance with the Florida Probate Code and Rules. - File documents electronically through...

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Posted On Aug 31, 26
Full-time 3 views Experience : 1-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning family Living Trusts trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning family Living Trusts trusts Wills

following detailed design instructions. - Create legal documents including revocable living trusts, irrevocable trusts, wills, powers... of attorney, healthcare directives, and related ancillary documents. - Utilize and navigate drafting platforms such as WealthCounsel, InterActive Legal, LEAP, and Adapt. Experience in at lea...

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Posted On Jun 08, 26
Full-time 6 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Elder Law Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Trusts and Estates - General
Job Tags:
agreements Asset Protection bylaws Corporation entity formation Estate Planning health benefits Incorporation Insurance LLC operating agreements Software title trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Trusts and Estates - General
Job Tags:
agreements Asset Protection bylaws Corporation entity formation Estate Planning health benefits Incorporation Insurance LLC operating agreements Software title trusts Wills

planning documents, including wills, trusts, powers of attorney, and... related instruments, from company templates under attorney and paralegal direction. - Assemble signing packets, prepare execution instructions, and coordinate notarization and witness logistics. - Maintain organized digital and physical estate planning files, ensuring...

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Posted On Jul 17, 26
Full-time 33 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts

tax, and wealth-transfer plans for high net worth individuals and families. - Draft and review estate planning documents, including revocable trusts, irrevocable trusts, and other... advanced planning structures. - Apply federal estate, gift, income, and generation-skipping transfer tax principles in real-world plannin...

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Posted On Jul 20, 26
Full-time 8 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning trusts

should possess an . in Tax and demonstrate strong experience in drafting estate planning documents, including revocable and irrevocable trusts, charitable planning, and tax... mitigation strategies. The role requires the attorney to work closely with clients, providing excellent communication an...

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Posted On Jul 18, 26
Full-time 11 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates family Genetics gift tax Harassment Litigation power of attorney Taxation trusts Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates family Genetics gift tax Harassment Litigation power of attorney Taxation trusts Wills

provide legal advice. Maintain clear and regular communication with clients, keeping them informed about the progress of their estate planning matters. - Prepare legal documents such as wills, trusts, and power of attorney... documents tailored to clients' specific circumstances. - Provide guida...

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Posted On Aug 27, 26
Full-time 9 views Experience : 2-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates health insurance Insurance Partnership Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates health insurance Insurance Partnership Taxation trusts Wills

asset protection planning, and trusts and estates administration. The... attorney should be equipped to manage and execute legal tasks related to these areas effectively. The role requires the candidate to provide expert legal advice and manage client relationships with professionalism...

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Posted On Jul 16, 26
Full-time 6 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax pleadings Probate Software trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax pleadings Probate Software trusts wealth transfer

Legal Administrative Assistant is primarily responsible for providing exceptional legal and administrative support to the Estate Planning & Trusts team. This includes: - Collaborating... directly with attorneys on various tasks. - Scheduling meetings with clients. - Running conflict checks. - Opening new client/matter engagement...

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Estate Planning Attorney

Recruiter • **Members Only** Winter Park, FL

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Posted On Jul 20, 26
Full-time Experience : 1-8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

in a collaborative environment, providing compassionate legal guidance to clients while ensuring compliance with current laws and with clients to understand their estate planning goals and provide personalized legal and review estate planning documents, including wills, trusts, powers...

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