- 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 (Sacramento, CA)
- …tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and ... legal field might thrive in this Trusts and Estates Paralegal position. If you are highly organized and efficient,...Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms… more
- Robert Half Legal (Philadelphia, PA)
- Description A well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts, and Estates ... in a legal environment, preferably focused on trust and estate administration. Bachelor's degree and/or paralegal certificate required. Proficient in… more
- Robert Half Legal (Edmonds, WA)
- Description A midsized, full-service firm in north Seattle is seeking an experienced Estate Planning & Probate Paralegal to join their team. The salary range ... candidate for the role would have the following experience: - 2+ YOE in Estate Planning , Probate and Trust matters in Washington state - Prior experience… more
- Robert Half Legal (Blue Bell, PA)
- …processes and client communications. * Draft and organize legal documentation related to estate planning and tax filings. * Collaborate with attorneys to ensure ... Description We are looking for an experienced Estate and Tax Paralegal to join our team in Blue Bell, Pennsylvania. This position offers the opportunity to work… more
- Robert Half Legal (St. Louis, MO)
- …with trust funding, administration, and related notices. * Draft essential estate planning documents while coordinating trust funding activities. * ... Description We are looking for an experienced Paralegal to join our team in Saint Louis,...trust , and tax matters. * Solid understanding of estate planning principles and trust … more
- Robert Half Legal (Atlanta, GA)
- …| Atlanta, GA | Up to $120K + Bonus Hybrid Remote Flexibility | High-Net-Worth Clientele | Estate & Trust Focus Are you a seasoned Trusts & Estates Paralegal ... in a supportive, professional environment. What You'll Do: + Independently manage full-cycle estate and trust administration + Prepare 706s, 709s, 1041s, and… 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 (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 (Lutherville, MD)
- …needed. Requirements * A minimum of 5 years of experience working independently as a trust and estate paralegal . * High school diploma required; a bachelor's ... for a motivated individual with extensive experience in probate administration and estate planning . Responsibilities: * Coordinate and manage the filing and… more
- Insight Global (Phoenix, AZ)
- … administration documents with courts and government agencies. -Conduct legal research on estate planning , probate, and trust laws and regulations. -Gather ... years of experience of paralegal experience -Ideally have some Estate planning background -Extreme level of professionalism WealthCounsel software- cloud… 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 (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
- PNC (Cleveland, OH)
- …a background as a legal assistant/ paralegal with experience in an estate planning or probate practice are also desirable. Strong computer/technical skills ... support the Estate Settlement Advisor/s in all aspects of estate and trust administration and the delivery of an exceptional client experience including… more
- JPMorgan Chase (Chicago, IL)
- …Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice JPMorganChase, one of ... + Work with the Account Opening Group to open estate or trust accounts. + Interpret the...taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration. + Advanced degree such… 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
- Robert Half Legal (Rochester, NY)
- …in ensuring the smooth operation of legal processes and client services within business law, estate planning , Medicaid planning , and real estate practice ... documents (wills, trusts, powers of attorney, business formation docs, real estate contracts, deeds, etc.) + Communicate professionally with clients. + Maintain… more