Wealth Transfer Jobs in Mendon

Administrator/ Probate Paralegal The candidate will assist with all aspects of the administration of estates. Preparation of probate documents and miscellaneous court documents relating to probate court administration of estates and trusts. Communication (in person, by telephone and in writing) with clients to obtain information required for probate and estate administration; communication with banks, businesses, insurance companies, brokerage firms, and others to col... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Legal Counsel Duties: Support business initiatives, projects and processes designed to serve the needs of retail brokerage and investment advisory. Will focus on support of financial and investment guidance, advisory and planning programs, across the full spectrum of retail customers through and including private wealth management. Will be working... with broker-dealer suitability regulations and Investment Advisors Act rules, including fiduciary considerations; and FI... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Legal Counsel Duties: Support the expanding personal investments businesses of Personal and Workplace Investing arm. Support business initiatives, projects and processes designed to serve the needs of retail brokerage and investment advisory. Will be diverse, but are expected to focus on support of financial and investment guidance, advisory and planning programs, across the full spectrum of retail customers through and including private wealth management. Will be w...... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

VP, Wealth Management Adviser Duties:... Responsible for the effective implementation of wealth management, trust products, and... services to individuals while maintaining high level of client loyalty and driving significant net asset flows to firm. Grow, develop, and retain book of high net worth, complex investors by proactively leveraging firm's fee-based wealth management strategies. Build deep... relationships with clients and their families to proactively manage their changi... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Trust and Estates Paralegal The candidate's responsibilities include all aspects of estate planning including drafting wills, trusts, health care documents, powers of attorney, tax and gift planning, asset transfers, gift tax return preparation and filing and analysis of federal and state gift and estate tax issues. Must have 7+ years of experience in handling all phases of estate and trust administration including probate of Massachusetts and any other states.... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Attorney The candidate will be organizing and analyzing asset information. Valuating assets and strategizing allocation to subtrusts. Preparing inventories, asset allocation agreements, asset transfer documents, and Judicial Council... forms. Researching and drafting grant deeds, trust transfer deeds, and supporting documents.... Drafting probate pleadings, including fiduciary reports/accountings, Spousal Property petitions, Heggstad petitions, etc. Assisting with Estate and Gift... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Trusts and Estates Law Practice The candidate will organize and analyze asset information. Valuation of assets and strategize allocation to sub-trusts. Preparation of inventories, asset allocation agreements, asset transfer documents, and Judicial Council... forms. Research and draft grant deeds, trust transfer deeds, and supporting documents.... Draft probate pleadings, including fiduciary reports/accountings, Spousal Property petitions, Heggstad petitions, etc. Assist with Estat... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Estate Planning Attorney The candidate duties and responsibilities will include: Drafting of estate planning documents including last wills and testaments, revocable and irrevocable trusts, health care proxies, living wills, deeds, trustee certificates, homesteads, and asset transfer documentation for investment accounts,... qualified retirement accounts, life insurance, etc.; Managing estate and trust administration processes, including preparing voluntary, informal and formal... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Attorney Candidate will draft and review of real estate and small business contracts, simple estate planning and probate, as well as business to business sales and license transfers. Fluency in Spanish and/or Portuguese is a must. Must have car, as travel to real estate closings is common, as well as occasional public speaking work on Saturdays and weeknights.... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

including last wills and testaments, revocable and irrevocable trusts, health care proxies, living wills, deeds, trustee certificates, homesteads, and asset transfer documentation for investment accounts,... qualified retirement accounts, life insurance. Will be managing estate and trust administration processes, including preparing... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here