- Attorney Sharon Jackson, LLC (Lawrenceville, GA)
- Description We're seeking a skilled and experienced wills, trust , and estate paralegal to support our growing legal team. The ideal candidate for this position ... and love helping others, apply today. Responsibilities *Draft Wills *Draft Trust Documents *Prepare legal documents, correspondence, and pleadings such as… more
- RB Professional Recruiting Services LLC (Doylestown, PA)
- …-related issues Coordinate with attorneys, advisors, and clients on trust and estate strategy Track estate planning progress and assist in document ... wealth planning process Qualifications/Requirements: Minimum 5 years of trust and estate planning or administration experience In-depth understanding of … more
- Synectics Inc (Roseland, NJ)
- …individuals and businesses across New Jersey and New York, specializing in tax law, trust , and estate planning . Our practice provides comprehensive legal ... JD from an accredited law school. 2-3+ years of experience in tax law, trust , and estate planning . Active New Jersey law license (required); New York license… more
- Ascension Global Staffing & Executive Search (Lakeland, FL)
- …a Private Client Services Legal Assistant with 5+ years of wealth transfer, estate planning , trust administration and probate experience, including ... computer skills include Microsoft Office (Outlook, Word, Excel, etc.) and experience with GEMS and/or Prosystems, or other estate tax return software, is preferred. more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …as assigned. Qualifications Knowledge, Skills, and Abilities: Knowledge of: *Principles of trust administration and estate planning . Skill in: *Communicating ... Job Description Summary Administer basic-level processes for personal trust , estate , and custody accounts. Fulfills the duties as a fiduciary or custodian in… more
- Deutsche Bank (New York, NY)
- …fiduciary client service Knowledge and skills in the areas of trust & estate administration, estate planning strategies, and income, gift, and estate ... management and oversight of Deutsche Bank's WM's wide variety of trust and estate accounts and relationships. These are comprised of testamentary, revocable, and… more
- Woven Legal LLC (Cleveland, OH)
- …REMOTE (10 hours/week) Estate Planning Paralegal needed to support a busy Estate Planning & Trust Administration practice. The focus of the firm is ... ESTATE PLANNING , PART-TIME...3-4 years of experience working as a paralegal in Estate Planning . The candidate must be able...this role if you enjoy a culture built on trust , respect, diligence, and good judgment. Growth: - The… more
- Morgan Stephens (Boca Raton, FL)
- …and administrative services to a high-net-worth family. The company handles complex estate planning , trust administration, and corporate governance with ... will play a key role in supporting attorneys and senior executives with estate planning and trust -related legal operations. This is a unique opportunity to… more
- Whittier Trust (Seattle, WA)
- …ethic Team/people oriented Highly organized with good time management skills Understanding of trust accounting and/or estate planning concepts preferred but ... At Whittier Trust , we aren't just a financial institution, we...the most intricate family financial situations. What sets Whittier Trust apart is our team. We attract professionals who… more
- Executive Alliance (Mineola, NY)
- …Job Requirements: Responsibilities: Prepare wills, annuities, trust documents, etc. Perform estate & trust planning ; prepare and review domestic and ... international estate planning strategies and documents. Trust work includes grantor trusts (annuity trusts and interest partnerships), revocable and… more
- Synectics Inc (Sacramento, CA)
- Responsibilities: This position focuses on trust litigation, estate administration, and estate planning , offering an opportunity to work with a diverse ... trust administrations and conservatorships. Draft and review estate planning documents, including wills, trusts, powers... planning , estate administration, and/or estate litigation. Strong understanding of probate, trust … more
- JPMorgan Chase & Co. (New York, NY)
- …gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning . No client has identical goals, so ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- Aston Carter (Phoenix, AZ)
- …and estate tax returns, assisting with estate and trust administration, and providing accurate tax planning advice. Responsibilities Prepare federal ... Job Title: Tax Preparer - Estate and Trust Job Description Well-established,...and regulations to ensure compliance and provide accurate tax planning advice. Collaborate with attorneys, trustees, executors, and beneficiaries… more
- Blackbird Recruiting (Brooklyn, NY)
- …comply with applicable laws. The ideal candidate has a strong background in estate planning , Medicaid eligibility, and trust administration, with excellent ... services or wealth management firm is a plus. Deep knowledge of estate planning , trust law, and Medicaid regulations. Familiarity with securities laws… more
- Direct Counsel (Bellflower, CA)
- …County, and San Francisco. The ideal attorney will have extensive experience in trust administration and sophisticated estate planning solutions for ... with a focus on high-net-worth clients. Technical Skills: Comprehensive knowledge of trust administration and advanced estate planning techniques. Document… more
- International Staffing Consultants, Inc. (Hauppauge, NY)
- …needed. Qualifications: Previous experience as a legal assistant or paralegal, particularly in estate planning , trust administration, or elder law, is ... and legal support to our attorneys, ensuring the smooth operation of estate planning and administration tasks. Key Responsibilities: Manage administrative duties… more
- Shoup Legal, a Professional Law Corporation (Murrieta, CA)
- …want to hear from you! Shoup Legal, A Professional Law Corporation, is a fast-growing Estate Planning , Trust Administration, and Probate Law Firm located in ... commute to the Murrieta, CA office required A fundamental understanding of estate planning /administration concepts OR related experience is a bonus. Possess… more
- Wisepath Group (Wichita, KS)
- …provides comprehensive financial strategies -from insurance and investments to retirement and estate planning . We take pride in delivering personalized service ... Purpose-Driven Approach - Offer comprehensive solutions (insurance, investments, retirement, estate ) using our economic-based financial planning tool. Flexible… more
- Gpac (Bridgeport, CT)
- …New Haven Seeking a mid-level Trusts & Estates Associate with 5+ years of experience in estate planning , trust administration, and probate to work in our New ... development activities Qualifications and Skills: 5+years of experience in estate planning , trust administration, and probate administration Juris Doctorate… more
- Cruitin (Brielle, NJ)
- …in probate filings and procedures Strong skills in drafting legal documents related to estate planning and trust administration Knowledge of Trusts & Estates ... law, providing comprehensive legal services to individuals and families in estate planning , probate administration, and trust management. We are seeking… more
