- US Bank (Palm Beach, FL)
- …Reviews and interprets trust agreements, wills and other estate planning documents where the bank is acting as trustee, executor, administrator, conservator, ... guardian, depositor, or agent. Coordinates information between clients, external attorneys and internal specialists to ensure accurate, timely and efficient estate settlement. Administers accounts in a manner that ensures compliance with legal requirements and… more
- MyFlorida (Key West, FL)
- COURT PROGRAM SPECIALIST II - 22011774 Date: Dec 30, 2025 The State Personnel System is an E-Verify employer. For more information click on our E-Verify Website ... . Requisition No: 864590 Agency: State Courts System Working Title: COURT PROGRAM SPECIALIST II - 22011774 Pay Plan: State Courts System Position Number: 22011774… more
- TD Bank (Portland, ME)
- …with attorneys, trustees, debtors and others to research estates in bankruptcy, probate or workout in various states to minimize losses and maximize recoveries ... skills + Detailed knowledge of bankruptcy law, including Chapters 13 and 7, probate and/or workout law + Knowledge of bankruptcy legal procedures, including Relief… more
- Wells Fargo (Winston Salem, NC)
- …strategies + Ability to read, interpret and explain will and trust documents, probate laws, and tax provisions + Experience in wealth management with high-net-worth ... clients of at least ten million dollars + Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management. + Demonstrate a high level of organizational skills, including time and… more
- Providence (Tarzana, CA)
- …gifts and requests. + **Estate Tracking:** Track estate gifts from probate to completion. + **Cross-Department Collaboration:** Work closely with Foundation staff ... financial planning preferred, with strong knowledge in taxation, trust and estates, probate , corporations, contracts, and real estate. + **Experience:** 8 years of… more