- 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 (Roseville, CA)
- Description Reputable estate planning firm is seeking an experienced trust administration paralegal to join their team. This position is full-time in the ... preparation and drafting of various legal documents related to estate planning * Coordinate and manage the probate and...* Possession of a bachelor's degree or certificate in paralegal studies. * Demonstrated experience in the field of… 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 (Worcester, MA)
- Description We are looking for an experienced Trust & Estate Paralegal to join a respected estate planning and elder law firm in Worcester, ... Requirements Requirements: + Minimum of 3 years of experience as a paralegal in trust & estate law, with a focus on Medicaid planning. + Strong knowledge of… 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
- Robert Half Legal (Morristown, NJ)
- …firm, located in Morristown, New Jersey, is seeking a Paralegal to join its Trust & Estates practice group. The T& E group works with high net-worth clients ... . The successful candidate will have 1+ years of estate administration experience, have strong attention to detail, and...staff. Requirements * A minimum of 1 year of Paralegal experience in Trust & Estates… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …Office and computer skills + Excellent written and verbal communication skills + Paralegal , trust , estate planning, or financial/investment background not ... TRUST ASSOCIATE Dunham Trust Company (DTC)... TRUST ASSOCIATE Dunham Trust Company (DTC) provides comprehensive trust ...timely, efficient manner; + Execute the terms of any estate plan or document for assigned accounts within proper… 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 (Chesterfield, MO)
- Description Job Title: Estate Planning Paralegal About Us: We are an outstanding, prestigious law firm with a superior reputation across Missouri. Our firm's ... we are in need of an experienced and reliable Estate Planning Paralegal to join our dedicated... to assist in the preparation and execution of trust documents, estate planning, and case management.… 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 (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 (Brielle, NJ)
- …We are seeking a highly organized and experienced Trusts and Estates Paralegal to support the firm's growing estate litigation, planning, and administration ... fast-paced legal environment. Key Responsibilities: * Assist attorneys with estate and trust administration matters, including probate...* Minimum 2 -3 years of experience as a paralegal in a Trusts and Estates or… 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
- 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
- Robert Half Legal (Sacramento, CA)
- …a variety of case tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving ... the legal field might thrive in this Trusts and Estates Paralegal position. If you are highly...negotiating, planning and organizing - Command of Probate & Estate Administration - Experience with Estate Tax… more
- Robert Half Legal (St. Louis, MO)
- …like administration, funding, and issuing notices. * Take charge of the preparation of estate planning documents and related trust funding. * Manage the ... We are in the process of recruiting a skilled Paralegal to be an integral part of our team,...accurate and efficient work. * Display an understanding of estate planning principles and trust funding procedures.… more
- University of Iowa Community Credit Union (North Liberty, IA)
- …claims, and responses, independently. + Review member provided documents regarding trust , estates and corporations for account opening and ownership ... delivery of legal services to other departments. + The paralegal shall manage and review front line request for...and review front line request for legal documents, contracts, estate , real estate and trust … more
- Fox Rothschild LLP (Exton, PA)
- …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...Bell, PA office. We are a well-established trusts and estates team with a deep client base. Our work… more
- UGI Corporation (King Of Prussia, PA)
- …protected class in its practices. Nearest Major Market:Philadelphia Job Segment: Real Estate , Compliance, Claims, Paralegal , Sales, Legal, Insurance, Research ... Paralegal Location: King Of Prussia, PA, US, 19406...candidate will have a background in corporate governance, real estate and litigation support, with exceptional organizational skills and… more
- Robert Half Legal (Los Altos, CA)
- …We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position ... thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients,… more