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Wealth Transfer Jobs in Oregon

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United States
Posted On Sep 09, 26
Full-time 1 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Corporate - General Corporate - Contract Law Corporate - M&A Trusts and Estates - General
Job Tags:
agreements Business Law Commercial Law Conservatorship Employment Law entity formation Estate Planning Family Law Financial Institutions Guardianship health insurance Insurance Intellectual Property Litigation organizational documents partnerships Probate special projects Taxation title trusts Wills
Practice Area:
Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Corporate - General Corporate - Contract Law Corporate - M&A Trusts and Estates - General
Job Tags:
agreements Business Law Commercial Law Conservatorship Employment Law entity formation Estate Planning Family Law Financial Institutions Guardianship health insurance Insurance Intellectual Property Litigation organizational documents partnerships Probate special projects Taxation title trusts Wills

Title: Legal Assistant, Paralegal, and Project Assistant** **Job Responsibilities:** **Legal Assistant Responsibilities:** - Prepare, proofread, revise, and finalize correspondence, legal documents, engagement letters, and client communications. - Manage attorney calendars, deadlines, appointments, and task lists. - Coordinate client meetings, conference calls, and document signings. - Monitor...

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Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... owners, business-owning families, and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting clients in...

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Posted On Aug 20, 26
Full-time Experience : 3-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance Probate trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance Probate trusts wealth transfer Wills

on estate planning and wealth transfer strategies. This includes... the preparation of wills, trusts, powers of attorney, advance directives, estate tax planning, trust administration, and probate matters. The candidate must possess the ability to manage matters independently and collaborate effectively...

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Posted On Jun 30, 26
Full-time 16 views
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Business Law bylaws Estate Planning Genetics gift tax Probate Software trusts wealth transfer Wills
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Business Law bylaws Estate Planning Genetics gift tax Probate Software trusts wealth transfer Wills

of estate planning, including wealth transfer strategies, charitable planning,... wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives. - Draft comprehensive estate planning documents tailored to client needs and objectives. - Assis...

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Posted On Jun 23, 26
Full-time 6 views Experience : 4-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary finance health insurance Insurance Probate Software trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary finance health insurance Insurance Probate Software trusts Wills

Title: Paralegal Job Responsibilities: - Partner with settlement counsel to administer trusts and estates from inception through final distribution. - Serve as a primary point of contact for Trustees, beneficiaries, family members, CPAs, financial advisors, and other professionals involved in the administration process. -...

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Posted On Aug 06, 26
Full-time Experience : 2-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

practice in Bend, OR. The role involves advising clients on estate planning and wealth transfer strategies, including wills,... trusts, and probate clients on estate planning and wealth transfer wills, trusts,... powers of attorney, and advance in e...

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