- Raymond James Financial, Inc. (St. Petersburg, FL)
- …(including trusts and POAs) sent to New Accounts department. + Have knowledge of Estate , trust , and probate concepts, practices, and procedures. + Use data ... the Legal department from other operational units. **Responsibilities:** + Provide paralegal support services or deliver required outcomes within the organization's… more
- Robert Half Legal (Northbrook, IL)
- …values precision, client service, and collaboration. + Provide paralegal support in estate planning , trust administration, and probate matters + Draft ... & Estates Paralegal to support its expanding estate planning and administration practice. This is...+ A focused and collaborative mindset. + Familiarity with trust and estate laws and procedures. +… more
- Robert Half Legal (Orinda, CA)
- Description We are looking for a skilled Trust and Estate Paralegal to join our team in Orinda, California. In this role, you will play a vital part in ... assisting attorneys with estate planning , trust administration, and...as a paralegal , with a focus on trust and estate matters. * Proficiency in… more
- Robert Half Legal (Chicago, IL)
- …is partnering with a mid-sized law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+ years of experience to ... join their team. This Estate Planning Paralegal will be...join their team. This Estate Planning Paralegal will be supporting attorneys...+ 3-5+ years of experience handling estate planning and estate & trust … more
- Robert Half Legal (Chicago, IL)
- …Bachelor Degree required; paralegal certificate preferred + 5-8+ years of experience handling estate planning and trust administration + Strong trust ... with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least...closing estates + Handle the collection and distribution of estate or decedent's assets + Establish and manage … more
- Robert Half Legal (Los Angeles, CA)
- …+ 5+ years of estate planning , probate administration or trust administration experience + bachelor's degree OR paralegal certificate TO APPLY, ONLY ... Description International Law Firm seeks Trusts & Probate Paralegal Am Law firm in Century City is...to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with… more
- Fox Rothschild LLP (Atlanta, GA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience. We are a well-established ... right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple...or BS degree strongly preferred. + Associate's degree or paralegal certificate with eight years of comparable work experience.… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …trusts and estates paralegal . - Thorough understanding and knowledge of the estate and trust administration process from the initial client conference to ... fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust... planning models and projections. - Prepare complex estate planning projections. - Prepare tax returns… more
- Robert Half Legal (Oakland, CA)
- Description We are offering an exciting opportunity for a Trust and Estate Paralegal based in Oakland, California, United States. The primary function of ... this role is to provide legal services in the field of estate planning and trust administration. Responsibilities * Facilitate client communication and… more
- Robert Half Legal (Chicago, IL)
- …looking for an experienced and highly organized Paralegal to join a client's Estate Planning team in Chicago, Illinois. This role is ideal for a ... individual with a strong background in gift tax returns, trust administration, and estate planning ...maintaining a high level of accuracy and confidentiality. * Paralegal certificate or bachelor's degree from an accredited program… more
- Robert Half Legal (Los Altos, CA)
- Description We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. ... thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients,… more
- Robert Half Legal (St. Louis, MO)
- … Estate Tax Return * Experience in managing Revocable Trusts * Expertise in Tax - Trust & Estate * Familiarity with Form 1099 and K-1 * Experience in Probate ... Description We are seeking a Paralegal to join our team. This role will...* Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring… more
- Robert Half Legal (Denver, CO)
- …our client, a family law firm in the SW Metro area. This role focuses on estate planning and administration, requiring someone who is experienced in trust ... immediate consideration to amy.thomas@roberthalf[dot][com]. Responsibilities: * Prepare and draft estate planning documents, including wills, trusts, and powers… more
- Robert Half Legal (San Diego, CA)
- …is partnering with an established boutique firm based in San Diego specializing in estate planning , probate, and elder law. The firm is seeking an experienced ... Probate Paralegal to support the managing partner on a remote,...+ 5+ years' recent experience in California probate and trust administration at a law firm + Demonstrated proficiency… more
- Robert Half Legal (Doylestown, PA)
- …team. * Juris Doctor (JD) or Paralegal Certification required. * Strong knowledge of estate law and estate planning processes. Robert Half is the world's ... A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its...nationwide client base. Responsibilities: * Analyze and interpret complex estate planning documents to ensure accuracy and… more
- Commerce Bank (St. Louis, MO)
- …management services including financial planning , estate and tax planning , investment management, private banking and trust administration services. Our ... knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning , and...education and experience required + 3+ years of relevant trust and estates settlement experience as paralegal … more
- Cleveland Clinic (Cleveland, OH)
- …preferred. + Experience working with contracts and documentation drafting responsibilities for estate and trust administration + Minimum three years of ... fundraising or face-to-face solicitation experience with major gifts preferred. + Willingness to conduct in-person and virtual donor meetings in Northeast Ohio, Florida and Nationally per assigned region. + Working knowledge of fundraising techniques and… more
- Tompkins Community Bank (Ithaca, NY)
- …or Paralegal Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred + Proficient in computer software ... individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws.… more
- Regions Bank (Nashville, TN)
- …a basic understanding of accounting principles, financial planning concepts, including trust / estate planning , tax planning , and investment concepts ... retirement accounting (RMD distributions). + A background as a paralegal , in a bank trust department, bookkeeper, broker-dealer back office, or RIA practice is… more
- Robert Half Legal (Chesterfield, MO)
- …+ Probate Litigation: Assist with document preparation, discovery, and case management. + Estate Planning : Draft wills, trusts, powers of attorney, and related ... Office Suite and legal document management software; experience with trust and real estate platforms is a...Court Filings, Legal Assistant, Litigation - Defense, Business laws, Estate Planning , Probate Law, Probate Law, Probate… more