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Wealth Transfer Jobs in Somerville

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United States
Posted On Jul 22, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax health insurance Insurance limited liability companies partnerships Probate Profit Sharing Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax health insurance Insurance limited liability companies partnerships Probate Profit Sharing Taxation trusts wealth transfer

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...

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Posted On Jul 29, 26
Full-time Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
equity Estate Planning estates family Practice of Law private client trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
equity Estate Planning estates family Practice of Law private client trusts wealth transfer

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...

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Posted On Aug 11, 26
Full-time Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation title trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation title trusts wealth transfer

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...

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Posted On Aug 26, 26
Full-time 5 views
Practice Area:
Trusts and Estates Elder Law Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Trusts and Estates Elder Law Estate & Tax Planning Probate Trusts and Estates - General

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...

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Posted On Aug 31, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer

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...

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Posted On Sep 11, 26
Full-time 3 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer

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,...

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Posted On Aug 13, 26
Full-time 98 views Experience : 3-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Insurance Probate Software trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Insurance Probate Software trusts

• 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...

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Posted On Aug 14, 26
Full-time 22 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection equity Estate Planning estate tax estates gift tax HIPAA Insurance partnerships Taxation title trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection equity Estate Planning estate tax estates gift tax HIPAA Insurance partnerships Taxation title trusts wealth transfer Wills

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...

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Posted On Aug 07, 26
Full-time 12 views Experience : 3-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
child depositions Disability Benefits estates Insurance Litigation spouse trusts
Practice Area:
Trusts and Estates - General
Job Tags:
child depositions Disability Benefits estates Insurance Litigation spouse trusts

& 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....

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Posted On Aug 22, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

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...

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Posted On Jul 27, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Ethics family fiduciary Financial Institutions Government pleadings Probate Software title trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Ethics family fiduciary Financial Institutions Government pleadings Probate Software title trusts Wills

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: -...

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Posted On Jul 27, 26
Full-time 3 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Ethics family fiduciary Financial Institutions Government pleadings Probate Software title trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Ethics family fiduciary Financial Institutions Government pleadings Probate Software title trusts Wills

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...

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Posted On Jul 27, 26
Full-time 4 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Ethics family fiduciary Financial Institutions Government pleadings Probate Software title trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Ethics family fiduciary Financial Institutions Government pleadings Probate Software title trusts Wills

Title: Paralegal Job Responsibilities: The Paralegal will provide comprehensive legal support to attorneys by independently managing probate, estate planning, and trust administration matters from inception through completion. Responsibilities include drafting and reviewing substantive legal documents, conducting legal research, maintaining complex case files,...

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Posted On Aug 02, 26
Full-time 5 views Experience : Min 3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning fiduciary Insurance pleadings Probate Software Taxation trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning fiduciary Insurance pleadings Probate Software Taxation trusts Wills

asset protection matters. - Draft and review essential documents such as wills, trusts, powers of attorney, and healthcare directives. - Counsel clients on strategies for gift, estate, and generation-skipping transfer tax planning. - Manage probate,... trust administration, estate administration, and related fiduciary...

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Posted On Jul 27, 26
Full-time 20 views Experience : 1-12 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

prominent Boston-based law firm is actively seeking an experienced Estate Planning Attorney to join their thriving private client practice. This role is tailored for attorneys who bring both technical expertise in estate planning and a portfolio of client relationships (book...

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