Wealth Transfer Jobs in Virginia Beach

Trusts and Estates Paralegal The candidate will be drafting wills, trusts, advance medical directives and durable powers of attorney. Will be preparing asset transfer documents, such as deeds,... asset assignments and designated beneficiary forms. Extensive communication with clients, financial planners and accountants. Assisting attorneys with the administration of probate estates, conservatorship accounts, testamentary trusts, and private trust accounts. Representative tasks... 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Note: This job is no longer active.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

- Residential Real Estate Responsibilities: Manage routine and complex transactions as a contributing member of a highly performing team of attorneys and paralegals. Organize, assemble and distribute large quantities of documents for real estate transfers, leasing and financing. Draft, analyze and review real estate documents, including client correspondence, deeds, deeds of trust, settlement statements, UCC statements, title commitments, title exceptions, surveys,... 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Note: This job is no longer active.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 Paralegal The candidate will assist in Estate Planning practice area of a law firm. Responsibilities include, Drafting wills trusts, advance medical directives and durable powers of attorney. Preparing asset transfer documents, such as deeds,... asset assignments and designated beneficiary forms. Maintain an extensive communication with clients, financial planners and accountants. Should have 3+ years of Estate Planning or similar experience. Must have expertise... 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 Paralegal The candidate's responsibilities include: Drafting wills, trusts, advance medical directives and durable powers of attorney; Preparing asset transfer documents, such as deeds,... asset assignments and designated beneficiary forms; Extensive communication with clients, financial planners and accountants. 3 years of Estate Planning or similar experience required. Professional demeanor, excellent communication, organizational and writing skills required.... 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

and Estates Paralegal The candidate will be establishing and maintaining strong relationships with trustees, executors, beneficiaries, investment advisors, accountants, insurance agents, appraisers, and court officials throughout the process of administering assigned trusts and estates. Drafting tax returns, inventories, accounts, and related supporting information and related documentation for property transfers and distributions. Coordinating periodic income and prin... 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 Duties: The candidate will be drafting tax returns, inventories, accounts, and related supporting information and related documentation for property transfers and distributions. Coordinating periodic income and principal distributions from trusts and the transfer of assets into trusts.... Maintaining financial records or trusts. Preparing schedule of allocations to trusts will. Distributing trust assets at termination of the trust. Preparing all pape... 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

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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

Salary: This position offers a competitive salary and benefits package. ## Estate Planning Paralegal Law firm is seeking an experienced and highly-skilled Estate Planning Paralegal to join their Virginia Beach office. The Estate Planning Paralegal will be responsible for drafting wills, trusts, advance medical directives and durable powers of attorney, as well as preparing asset transfer documents such as deeds,... asset assignments and designated beneficiary forms.... 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

Proficient in Microsoft Word and Outlook • Ability to work independently and in a team environment Williams Mullen is seeking an experienced Trust & Estates Paralegal to join our Virginia Beach office. The successful candidate will have a Bachelor’s Degree and/or a related paralegal certificate as well as 3+ years of experience in trusts & estates and working in a law firm environment. The Trust & Estates Paralegal will be responsible for: •... 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

Wealth Strategy Regional Director The... candidate will be responsible for the oversight of all wealth strategy activities for the... region and ensure that wealth strategy professionals are providing... client centric service and advice while executing on the performance objectives and wealth strategy initiatives in compliance... with policies and procedures. Will oversee the execution of functional activities to ensure that region and team sales goals and performance objectives are me... 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