- Plante Moran (Southfield, MI)
- … settlement, probate administration, trust administration, financial planning, or estate planning experience Paralegal experience preferred but not required ... journey and help you achieve your professional goals. Join us. As an Estate Settlement Specialist, you'll dive in with hands-on experience and substantial depth to… more
- Coastal Legacy Law (Deland, FL)
- Description Are you an experienced attorney with a passion for estate planning and probate, a natural leader, and a desire for a fulfilling career within a truly ... developing our probate department, as well as potentially our guardianship and trust admin department(s). This role does require travel primarily within Volusia… 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...estates + Handle the collection and distribution of estate or decedent's assets + Establish and manage … 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 litigation matters....as a paralegal , with a focus on trust and estate matters. * Proficiency in… 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
- 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 ... The successful candidate will play a vital role in estate and trust planning, administration, probate, and...estates , and trusts. + Coordinate asset transfers and trust funding in accordance with legal documents and client… 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 (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 ... role is to provide legal services in the field of estate planning and trust administration. Responsibilities * Facilitate client communication and ensure their… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …and estates paralegal . - Thorough understanding and knowledge of the estate and trust administration process from the initial client conference to final ... Tax, Trusts, and Estates Paralegal (Minneapolis, MN) (#3868) The...fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …Legal Counsel. The Estates Administrator is the primary contact person for estate gifts made to all schools, units, programs, and foundations at Carolina. Key ... the Gift Services team to ensure proper processing of trust and estate distributions, reviews gift acknowledgement...planning, charitable giving or related fields such as personal trust management or paralegal experience. Will consider… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …that is seeking a detail-oriented Paralegal to support attorneys with estate administration, managing both taxable and non-taxable estates . This role ... involves direct client interaction, document preparation, and estate / trust accounting. In addition to their many...and non-taxable estates + Hands-on experience preparing estate and trust accountings + Strong initiative… more
- Robert Half Legal (Baltimore, MD)
- Description We are looking for an experienced Paralegal to join our Estates and Trusts team in Baltimore, Maryland. This position offers an excellent opportunity ... * Conduct research and maintain accurate documentation related to estate and trust matters. * Coordinate with...estate assets effectively. Requirements * Bachelor's degree or Paralegal certificate preferred. * Minimum of 2 years' experience… 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 (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)
- …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 (Northbrook, IL)
- …law firm in the North Shore suburbs seeking a Trusts & Estates Paralegal to support its expanding estate planning and administration practice. This is a ... that values precision, client service, and collaboration. + Provide paralegal support in estate planning, trust...least 2 years of experience as a Trusts & Estates paralegal + Proficiency in estate… 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...team. This role will primarily focus on Trusts & Estates , requiring the individual to support our attorneys and… 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
- Commerce Bank (St. Louis, MO)
- …of education and experience required + 3+ years of relevant trust and estates settlement experience as paralegal or similar role within the wealth management ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… 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...years of experience. We are a well-established trusts and estates team with a deep client base. Our work… more
