- 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 litigation matters....as a paralegal , with a focus on trust and estate matters. * Proficiency in… 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 ... represents executors, trustees, and beneficiaries in all areas of trust and estate administration - including ...legal environment, preferably focused on trust and estate administration. Bachelor's degree and/or paralegal certificate… more
- 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 (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 supporting attorneys...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… more
- Robert Half Legal (St. Louis, MO)
- …a hybrid work model and requires a highly organized individual with strong expertise in trust and estate law. Responsibilities: * Prepare estate , gift, and ... Description We are looking for an experienced Paralegal to join our team in Saint Louis,... funding, administration, and related notices. * Draft essential estate planning documents while coordinating trust funding… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years of experience to join ... their team. This Trust & Estates Paralegal is responsible for... certificate preferred + 5-8+ years of experience handling estate planning and trust administration + Strong… more
- Robert Half Legal (Los Angeles, CA)
- …Requirements + 5+ years of estate planning, probate administration or trust administration experience + bachelor's degree OR paralegal certificate TO APPLY, ... 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
- Mayo Clinic (Rochester, MN)
- …most work requiring limited attorney revision. Duties include review of probate, estate / trust and tax matters and related court documents, correspondence from ... such as coordinating and hosting in-person meetings and or tours with benefactors, estate representatives, and their advisors. The Paralegal will operate under… 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 ... Tax, Trusts, and Estates Paralegal (Minneapolis, MN) (#3868) The Minneapolis office is...fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust… more
- Robert Half Legal (Northbrook, IL)
- …a high-performing team that values precision, client service, and collaboration. + Provide paralegal support in estate planning, trust administration, and ... the North Shore suburbs seeking a Trusts & Estates Paralegal to support its expanding estate planning...+ A focused and collaborative mindset. + Familiarity with trust and estate laws and procedures. +… 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 (Chicago, IL)
- Description Robert Half is partnering with a highly respected law firm to find a Trust & Estates Paralegal . This role is ideal for a seasoned professional who ... The successful candidate will play a vital role in estate and trust planning, administration, probate, and...+ 5-8+ years of experience in guardianships, probate, and trust administration. + Bachelor's degree required; Paralegal … more
- Robert Half Legal (Boston, MA)
- …to think critically while providing research and administrative support might thrive in this Trust & Estates Paralegal position. Are you looking for an immediate ... for the legal field, Robert Half might have a Paralegal position for you. Candidates in the Boston area...analyze intricate legal documents Requirements - Foundational knowledge in Estate Law - Expertise in tax returns - Proven… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …is working with a well-established law firm that is seeking a detail-oriented Paralegal to support attorneys with estate administration, managing both taxable ... non-taxable estates. This role involves direct client interaction, document preparation, and estate / trust accounting. In addition to their many other company… more
- Fox Rothschild LLP (Atlanta, GA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of...and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +… more
- ARCO (Brentwood, MO)
- …experience + Paralegal or other college degree program, with real estate , construction or transactional training or experience + Must be extremely organized and ... of Construction Companies. We are looking to add a Paralegal to our successful and ever-growing legal team here...list of 2024. Most importantly, our clients like us, trust us and want to do business with us.… more
- Robert Half Legal (St. Louis, MO)
- …in Saint Louis, Missouri. This role is ideal for professionals with expertise in estate planning, probate law, and trust administration who thrive in a ... Description We are looking for a skilled Paralegal to join our team on a long-term... funding, administration, and managing required notices. * Draft estate planning documents and coordinate trust funding… more
- Robert Half Legal (Denver, CO)
- Description We are looking for a skilled and detail-oriented Paralegal to join 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 management, document preparation, and client communication. If you thrive in a fast-paced… more
- Robert Half Legal (San Diego, CA)
- …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
- Commerce Bank (St. Louis, MO)
- …or equivalent combination of education and experience required + 3+ years of relevant trust and estates settlement experience as paralegal or similar role within ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more