- New Mexico Financial and Family Law (Albuquerque, NM)
- …heard, you've found it. About the Role We are looking for a compassionate, detail-oriented Estate Planning Paralegal to join our team. You'll play a key role in ... we'd love to meet you. What You Will Do Draft estate planning documents like wills, trusts , powers of attorney, and healthcare directives Support clients during… more
- 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
- 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 (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 ... * 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
- 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 (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...Paralegal Responsibilities: + Oversee the entire process of trusts and estates in probate + Prepare,… 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 (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 ... reviewing estate planning documents, including wills and trusts . * Support litigation efforts related to trust...as a paralegal , with a focus on trust and estate matters. * Proficiency in… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … trusts and POAs) sent to New Accounts department. + Have knowledge of Estate , trust , and probate concepts, practices, and procedures. + Use data management ... the Legal department from other operational units. **Responsibilities:** + Provide paralegal support services or deliver required outcomes within the organization's… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …The Estates Administrator is responsible for managing the settlement of all trusts and probate estates in which the University and affiliated foundations ... Estates Administrator is the primary contact person for estate gifts made to all schools, units, programs, and...planning, charitable giving or related fields such as personal trust management or paralegal experience. Will consider… 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 (Rockville, MD)
- Description We are looking for an experienced Trusts and Estates Paralegal to join our team in Rockville, Maryland. In this long-term contract position, you ... files using appropriate case management software. * Conduct legal research related to trusts , estates , and related civil litigation matters. * Support attorneys… 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 (Northbrook, IL)
- …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...years of experience as a Trusts & Estates paralegal + Proficiency in estate… 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
