Wealth Transfer Jobs in Wadsworth

Nestico & Redick is seeking a Probate Paralegal to join our growing team. The Probate Paralegal will be responsible for handling aspects of minor settlements, estates, and death cases. Responsibilities Review probate transfers from legal assistants/attorneys. Gather necessary information to draft and file appropriate paperwork, respective to county requirements. Log mail daily including noting case management software, scanning and saving documents in cl... 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Note: This job is no longer active.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 Funding Coordinator The candidate will be managing the ongoing relationships with clients and requires coordination with both the client and their professional team, such as financial advisors and accountants. Mainting client files from the initial information gathering stage through follow-up until file closure. For trust clients, one follows the funding process in transferring client assets into trusts, including drafting new deeds, beneficiary designatio... 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Note: This job is no longer active.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

Paralegal - Estate Planning & Probate The candidate will support with Estate Planning & Estate Administration, Estates, Wealth Transfer and Succession Planning,... Trusts and Trust Administration, Special Needs, Guardianships, Disability and Elder Planning, and Probate & Probate Litigation. This role will support our Estate Planning Practice Attorneys in document and legal correspondence preparation, general matter organization, and client interactions. Preparing affidavits, le... 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 – Estate Planning & Probate The candidate will provide counsel and guidance with Estate Planning & Estate Administration, Estates, Wealth Transfer and Succession Planning,... Trusts and Trust Administration, Special Needs, Guardianships, Disability and Elder Planning, and Probate & Probate Litigation. Will provide options and opportunities to fit your client’s circumstances and assist with implementing and appropriately funding their plan to minimize probate court invo... 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

Tax Manager The candidate will manage and develop relationships with great clients. Assist clients with meeting their tax and financial planning objectives by using a range of tools (including wealth transfer and estate planning).... Research and draft technical tax memoranda on various tax issues for clients. Review and sign a variety of tax returns and serve as a subject matter expert when appropriate. Be creative with staff development, mentoring, and overseeing client engag... 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

Financial Planner The candidate provides Private Client Reserve clients with the opportunity to obtain objective, comprehensive and needs-based advice for building and preserving wealth and transferring to future... generations. Provides the following comprehensive planning services to affluent clients: asset allocation, wealth management, retirement planning, education... funding, estate planning, tax strategies, investment planning, stock option analysis, executive planning, and... 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

Services Manager - National Tax Department - Fiduciary Trust Tax - Trust and Estate Tax Planning and Compliance The candidate will prepare complex Forms 1041 and state income tax returns for trusts and estates. Will research and prepare written tax advice regarding issues that arise with the trusts. Prepare Forms 706 and Forms 706-GS(T) and confirm state estate tax compliance. Handle postmortem planning, including selection of income tax year, IRC Section 645 election, g... 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 Estate Administration, Estates, Wealth Transfer and Succession Planning,... Trusts and Trust Administration, Special Needs, Guardianships, Disability and Elder Planning, and Probate and Probate Litigation. Will provide options and opportunities to fit own client?s circumstances and assist with implementing and... 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

guidance with Estate Planning and Estate Administration, Estates, Wealth Transfer and Succession Planning,... Trusts and Trust Administration, Special Needs, Guardianships, Disability and Elder Planning, and Probate and Probate Litigation. Will provide options and opportunities to fit own client?s circumstances a... 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

work. The candidate will provide counsel and guidance with estate planning and estate administration, estates, wealth transfer and succession planning,... trusts and trust administration, special needs, guardianships, disability and elder planning, and probate and probate litigation. Will provide options... 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