- Dorsey & Whitney LLP (Minneapolis, MN)
- Tax, Trusts , and Estates Paralegal ...paralegal . - Thorough understanding and knowledge of the estate and trust administration process from the ... seeking an experienced tax professional to join our Tax, Trusts & Estates practice group. The ideal...fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust… more
- Robert Half Legal (Minneapolis, MN)
- Description We are on the lookout for a diligent Trusts & Estates Paralegal to be a part of a detail-oriented services team in Minneapolis, Minnesota. In ... will be teaming up with attorneys to handle complex estates and trusts , engaging directly with clients,...in drafting Wills * Extensive experience in handling Revocable Trusts * Ability to prepare and file Estate… more
- Robert Half Legal (Chesterfield, MO)
- …legal team in Chesterfield! A well-established, client-focused law firm is seeking a skilled Trusts and Estates Paralegal with Gift Tax Experience to support ... Description Estate Planning Paralegal role in Chesterfield,...work environment. What You'll Do: + Draft and prepare estate planning documents (wills, trusts , powers of… 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 ... Description We are looking for a skilled and detail-oriented Paralegal to join our team in Lutherville, Maryland. In...you will be responsible for supporting the administration of estates and trusts , ensuring compliance with legal… 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 (Philadelphia, PA)
- Description We are looking for a skilled Trust and Estates Paralegal to join our team in Philadelphia, Pennsylvania. This hybrid position requires in-office ... Draft and prepare legal documents and correspondence related to trust and estate administration. * Manage financial...estate tax returns, and income tax returns for trusts and estates using estate … 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
- JPMorgan Chase (Chicago, IL)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust...Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate… more
- Robert Half Legal (Philadelphia, PA)
- …law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts , and Estates group on ... 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
- Robert Half Legal (Blue Bell, PA)
- …efficient case management. Requirements * Minimum of 8 years of experience in trusts , estates , or tax law as a paralegal . * Expertise in estate tax ... Description We are looking for an experienced Estate and Tax Paralegal to join...to work with a prestigious law firm specializing in trusts , estates , and taxation. In this role,… more
- Tompkins Community Bank (Ithaca, NY)
- …+ Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy, legal compliance, and timely ... Preparation + I ndependently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy and compliance...Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred +… more
- Robert Half Legal (Chicago, IL)
- …below. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of Attorney (Health Care and ... law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+...Living Will, Insurance Trusts , Grantor Retained Annuity Trusts , etc. + Draft flowcharts of client's estate… 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 for ... would have the following experience: - 2+ YOE in Estate Planning, Probate and Trust matters in...matters in Washington state - Prior experience shelling wills, trusts and estate planning documents, pleadings and… more
- Robert Half Legal (San Diego, CA)
- …Ready to apply? Send your resume directly to Melanie.Kent[at]roberthalf[dotcom] with "Probate & Trust Paralegal " as the subject line. Robert Half is the world's ... Description We are looking for a meticulous Trust and Probate Paralegal to join...procedural requirements are met. * Handle the funding of trusts , including addressing client inquiries and ensuring proper documentation.… more
- Robert Half Legal (Atlanta, GA)
- …| High-Net-Worth Clientele | Estate & Trust Focus Are you a seasoned Trusts & Estates Paralegal with a passion for precision, client service, and ... professional environment. What You'll Do: + Independently manage full-cycle estate and trust administration + Prepare 706s,...next step in your legal career? Apply to the Trusts & Estates Paralegal now… more
- Robert Half Legal (St. Louis, MO)
- … Tax * Ability to prepare Estate Tax Return * Experience in managing Revocable Trusts * Expertise in Tax - Trust & Estate * Familiarity with Form ... join our team. This role will primarily focus on Trusts & Estates , requiring the individual to...accuracy and efficiency. * Oversee the financial records of trusts , conduct trust accounting, and audit accounts.… more
- Robert Half Legal (Upland, CA)
- …probate accounting for small family estates + Prepare account schedules, reconcile estate and trust assets, and ensure accuracy + Complete and file Judicial ... Description Probate Paralegal Opportunities (Part-Time Contract) - Boutique Estate...+ Maintain case files, calendars, and deadlines for contested estate cases Qualifications: + Experience supporting probate/ trust … more
- City of New York (New York, NY)
- …guardianships for incapacitated persons seeking Medicaid and the review of Supplemental Needs Trusts . The Estates Recoveries Unit is recruiting for (1) one ... Job Description APPLICANTS MUST BE PERMANENT IN THE PARALEGAL AIDE CIVIL SERVICE TITLE OR BE PERMANENT...all statutory, regulatory, and contractual standards. Within AO, the Estates Recovery Unit located within the Office of Revenue… 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...to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with… more
- Robert Half Legal (Philadelphia, PA)
- …Key Responsibilities: Prepare legal documents and manage financial and tax aspects of estates and trusts Prepare and file state and federal fiduciary income ... Description Job Title: Tax & Fiduciary Paralegal Overview: A large, multi-practice law firm seeks...2-5 years of experience in fiduciary tax management and trusts and estates law Proficiency in preparing… more