Wealth Transfer Jobs in Guilford

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United States
Full-time 1 views Experience : Min 3 yrs required

comprehensive range of estate planning documents, including wills (with tax-planned structures), revocable and irrevocable trusts, advanced wealth transfer planning documents, powers... of attorney, healthcare directives, and ancillary documents such as deeds, funding schedules, and assignment documents. - Customize documentation ba...

Full-time 5 views Experience : Min 5 yrs required

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

Posted On Sep 14, 26
Full-time 1 views Experience : 5-18 yrs required

Title: Senior Trust Officer Job Responsibilities: - Manage a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, including multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. - Collaborate with team members to...

Posted On Sep 01, 26
Full-time 2 views

Title: Paralegal Job Responsibilities: The Paralegal at our law firm is expected to provide comprehensive support to attorneys and the internal team, primarily in the areas of Estate Planning, Probate Administration, Elder Law/Medicaid, and Real Estate. Key responsibilities include: - Assisting with residential...

Posted On Jul 30, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Probate & Estate Administration Paralegal Job Responsibilities: - Assist attorneys with probate, trust administration, and estate planning matters. - Prepare and file Connecticut Probate Court pleadings, forms, fiduciary accountings, and related documents. - Manage probate and trust administration files from opening through closing. -...

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