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Wealth Management Jobs in Worcester

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United States
Posted On Jul 15, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates health insurance Insurance trusts wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates health insurance Insurance trusts wealth management

- Trust, Estate, and Wealth Management Practice Job Responsibilities: - Work... the trust, estate, and wealth management practice at a... boutique law firm. - Utilize strong organizational, writing, and communication skills to interact effectively with a variety of clients. - Perform duties requiring familiarity...

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Posted On Jul 01, 26
Full-time 9 views Experience : Min 3 yrs required
Practice Area:
Insurance Defense - General Guardianship and Conservatorship Elder Law Probate Personal Injury Defense Trusts and Estates - General
Job Tags:
agreements appeals civil litigation Financial Institutions Insurance licensing Medicaid pleadings Probate Software trials
Practice Area:
Insurance Defense - General Guardianship and Conservatorship Elder Law Probate Personal Injury Defense Trusts and Estates - General
Job Tags:
agreements appeals civil litigation Financial Institutions Insurance licensing Medicaid pleadings Probate Software trials

Title: Multi-State Associate Attorney (Remote Full-Time) Job Responsibilities: The role of a Multi-State Associate Attorney at the law firm involves managing a variety of legal tasks and responsibilities in a fully remote work environment. Key responsibilities include: - Independently managing cases from...

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Posted On Jul 15, 26
Full-time 2 views
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government Medicaid Probate
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government Medicaid Probate

Title: Paralegal Job Responsibilities: - Prepare and manage Medicaid (Long-Term Care) applications and supporting documentation. - Assist with probate and estate administration matters. - Assist with trust administration after the death of a loved one. - Communicate regularly with clients, families, financial institutions, and government...

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Posted On Sep 04, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning estate tax Guardianship pleadings Probate
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning estate tax Guardianship pleadings Probate

Title: Paralegal Job Responsibilities: - Prepare and file guardianship and conservatorship petitions. - Prepare various probate pleadings, including those for estate administration, guardianships, rogers authority, and conservatorship. - Draft probate pleadings, inventories, accountings, and other court documents; prepare probate inventories, accountings, and other court...

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Posted On Aug 01, 26
Part-time 61 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates letters of intent Probate Software Taxation trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates letters of intent Probate Software Taxation trusts Wills

is searching for an experienced Staff Attorney to join its Trust & Estates Practice. This position can be part-time or full-time with a hybrid or fully remote work schedule. ## Job Summary Law Firm is looking for an experienced Staff Attorney...

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Posted On Aug 01, 26
Full-time 40 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates letters of intent Probate Software Taxation trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates letters of intent Probate Software Taxation trusts Wills

is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran...

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Posted On Jul 17, 26
Full-time 18 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax

estate planning and estate administration. This includes advising clients on the creation and management of estate plans, ensuring... compliance with applicable laws and regulations, and assisting with the preparation and filing of necessary documents. Additionally, you will provide guidance...

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Posted On Jun 11, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
Family Law - General Probate
Job Tags:
abuse Affirmative Action Case Law Child Support Child Support Enforcement children Collective Bargaining criminal divorce equity estates Ethics family Housing Court Paternity Probate Software Statutory Law Termination of Parental Rights title trials trusts Wills
Practice Area:
Family Law - General Probate
Job Tags:
abuse Affirmative Action Case Law Child Support Child Support Enforcement children Collective Bargaining criminal divorce equity estates Ethics family Housing Court Paternity Probate Software Statutory Law Termination of Parental Rights title trials trusts Wills

Title: Research Attorney I - Worcester Probate & Family Court Job Responsibilities: The Research Attorney I at the Worcester Probate & Family Court is responsible for conducting comprehensive legal research and drafting memoranda, decisions, and orders for assigned judges. This role involves...

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Posted On Jul 14, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Family Law - General Probate
Job Tags:
abuse Affirmative Action Case Law Child Support children Collective Bargaining divorce equity estates Ethics family Paternity Probate Software Statutory Law Termination of Parental Rights title trials trusts Wills
Practice Area:
Family Law - General Probate
Job Tags:
abuse Affirmative Action Case Law Child Support children Collective Bargaining divorce equity estates Ethics family Paternity Probate Software Statutory Law Termination of Parental Rights title trials trusts Wills

Title: Research Attorney I - Worcester Probate & Family Court Job Responsibilities: The Research Attorney I at the Worcester Probate & Family Court is responsible for conducting extensive legal research and drafting memoranda, decisions, and orders for assigned judge(s). The role involves...

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Posted On Sep 04, 26
Full-time Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Probate trusts Wills

Title: Trust & Estates Attorney Job Responsibilities: - Advise individuals and families on sophisticated estate planning, trusts, special needs, probate, and estate administration matters. - Draft and review wills, trusts, estate planning documents, and related instruments. - Manage estate and trust administration matters from...

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Posted On Jul 03, 26
Full-time 4 views Experience : Min 2 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Residential Transactions Real Estate- Commercial Transactions Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Estate Planning title
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Residential Transactions Real Estate- Commercial Transactions Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Estate Planning title

University Counsel in the management of real estate transactions... and estate planning matters. Key responsibilities include: - Conducting title searches to ensure clear property ownership and identify any potential legal issues. - Drafting deeds and other essential real estate documents...

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Posted On Jul 26, 26
Full-time 1 views Experience : Max 4 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Energy Estate Planning local government Probate Software trusts
Practice Area:
Estate & Tax Planning
Job Tags:
Energy Estate Planning local government Probate Software trusts

Title: Junior Legal Assistant Job Responsibilities: Core Operational Responsibilities (Immediate Focus) - Binder Assembly & Delivery: Responsible for creating, assembling, inspecting, and packaging high-quality estate planning binders for client delivery. - Scanning & Digital Archiving: Tasked with scanning all executed estate planning documents, properly...

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Posted On Aug 06, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
children Estate Planning Insurance
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
children Estate Planning Insurance

Title: Paralegal Job Responsibilities: - Build and maintain relationships with clients through phone, email, and in-person interactions. - Communicate with financial advisors regarding clients’ trusts and ensure proper funding. - Ensure attorneys are adequately prepared for their schedules and responsibilities in the week ahead. -...

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Elder Law Attorney

Recruiter • **Members Only** Worcester, MA

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Posted On Jul 29, 26
Full-time 5 views Experience : 3-20 yrs required
Practice Area:
Elder Law Trusts and Estates - General
Practice Area:
Elder Law Trusts and Estates - General

The candidate will handle significant responsibilities in complex cases, contributing to a team of seasoned attorneys and professional support client matters or collaborate as part of a in firm management client meetings with... professionalism and multip...

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