Wealth Transfer Jobs in Framingham

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United States
Full-time Experience : Min 3 yrs required

Title: Estate Administration Attorney Job Responsibilities: - Independently manage estate administration, probate, and trust settlement cases from start to finish. - Prepare and file Massachusetts estate tax returns, Federal estate tax returns, and gift tax returns (706/709). - Prepare, review, and submit necessary probate...

Full-time 2 views Experience : Min 5 yrs required

to engage in sophisticated estate planning, wealth transfer, trust administration, and... probate matters for a diverse client base, including high-net-worth individuals and families, fiduciaries, business owners, and closely held businesses. The successful candidate will collaborate closely with attorneys and profe...

Full-time Experience : 3-7 yrs required

Manage administration of trusts and estates. - Develop wealth transfer strategies. - Conduct... tax planning and manage gift transfers. - Draft legal documents and maintain strong client relationships. - Deliver comprehensive estate planning representation. - Offer outstanding client service t...

Full-time Experience : Min 4 yrs required

Private Client Trusts & Estates Associate Attorney Job Description: The law firm is seeking an experienced associate attorney to join its Private Client Department, specifically focusing on Trusts and Estates. This position is based in Boston and requires a minimum of 4...

Posted On Aug 26, 26
Full-time 5 views

will have experience advising individuals, families, fiduciaries, and business owners on estate planning, managing probate and trust administration matters, and tax-efficient wealth transfer strategies. This role... offers the opportunity to work on sophisticated matters in a collaborative, professional environment. Key Responsibilities...

Full-time 1 views Experience : Min 4 yrs required

Title: Private Client Trusts & Estates Associate Attorney Job Responsibilities: The Private Client Trusts & Estates Associate Attorney will be responsible for handling a variety of tasks related to trust and estate planning and administration. Key responsibilities include: - Engaging...

Full-time 3 views Experience : Min 4 yrs required

variety of responsibilities to support the company's strategic objectives and growth in sophisticated planning strategies. Key responsibilities include: - Strategic Case Consultation: - Provide timely written and verbal consultation on complex life insurance opportunities involving wealth transfer, estate planning, business... succession,...

Posted On Aug 13, 26
Full-time 98 views Experience : 3-5 yrs required

• Paralegal Certificate or equivalent experience • 3+ years of experience in trust and estate administration • Excellent communication, organizational and problem solving skills • Ability to work independently • Proficiency in Microsoft Office, CCH Tax Software, and Automation Software...

Full-time 22 views Experience : Min 7 yrs required

business needs. - Advise clients on asset-protection strategies, business-succession planning, and methods to minimize income, gift, and estate tax exposure. - Apply analytical rigor, practical judgment, and empathetic client service to help families and businesses retain, grow, protect, and transfer assets effectivel...

Posted On Aug 07, 26
Full-time 12 views Experience : 3-5 yrs required

& Estates/Litigation Legal Assistant Job Title Trust & Estates/Litigation Legal Assistant Job Responsibilities The Trust & Estates/Litigation Legal Assistant is responsible for performing responsible and confidential legal assistant work alongside routine administrative duties for attorneys within the law firm's Trusts and Estates Practice Group....

Full-time 7 views Experience : Min 5 yrs required

Title: Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities: The role involves advising on international tax matters and developing cross-border planning strategies to address complex multi-jurisdictional tax and legal considerations. The candidate will be responsible...

Posted On Jul 27, 26
Full-time 2 views Experience : 2-5 yrs required

Title: Paralegal Job Responsibilities: The Paralegal role at the law firm entails providing comprehensive legal support to attorneys, primarily focusing on probate, estate planning, and trust administration. The candidate will manage these matters from the beginning through to completion. Key responsibilities include: -...

Posted On Jul 27, 26
Full-time 3 views

Title: Paralegal Job Responsibilities: The Paralegal at the law firm will play a crucial role in providing comprehensive legal support to attorneys, particularly in probate, estate planning, and trust administration matters. Key responsibilities include: - Independently managing probate, estate planning, and trust administration...

Posted On Jul 27, 26
Full-time 18 views Experience : 3-20 yrs required

recruitment partner. This role offers the opportunity to work with high-net-worth individuals and families on sophisticated estate planning and wealth transfer strategies. The ideal... candidate will bring a depth of experience in trust and estate law, along with a client-cent...

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