- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Northern Trust (Los Angeles, CA)
- …with clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing your knowledge of wealth transfer and ... About Northern Trust : Northern Trust , a Fortune 500...ultra-high net worth individuals and families to include attorneys, estate planning professionals, and CPAs. You have… more
- Fawkes IDM (Newark, NJ)
- …Assist in updates to beneficiary designations and the like to coordinate with new estate planning documents Organize paper and electronic estate planning ... A law firm with offices in Hartford is seeking a full-time Trust and Estates Paralegal to join their team. Responsibilities: Prepare initial drafts of wills, trusts,… more
- Ascension Global Staffing & Executive Search (New York, NY)
- …We're Looking For: Experience: 10+ years in trusts and estates law, specializing in estate planning for high-net-worth clients. Strong planning experience . ... plans Expertise: Proven ability to first-chair draft both basic and sophisticated estate planning documents, incorporating estate and income tax planning … more
- LaunchPad Home Group (Tampa, FL)
- …achieving YOY revenue growth in new and recurring revenue by engaging real estate professionals throughout the Tampa market. Our mission is to create lifelong ... delivers exceptional customer service, and builds long-term partnerships with real estate agents, clients and other stakeholders. ESSENTIAL JOB FUNCTIONS Build,… more
- Kennesaw State University (Kennesaw, GA)
- …and Collection Law, Civil Litigation, Contracts, and Business Associations, Criminal Law, Estate Planning and Probate, Family Law, Overview of the Law, ... Law, Contracts and Business Associations, Bankruptcy and Collection Law, Estate Planning and Probate, Law Office Management...to drive. This role is considered a position of trust . This position does not require a purchasing card… more
- Frazier & Deeter (Tampa, FL)
- …tax planning , compliance, and consulting in public accounting Deep understanding of estate , gift, and trust tax laws and their application. Expertise in IRC ... with partners, staff and clients. They are responsible for planning , managing, reviewing, and completing client engagements. Tax Managers...Sections 671-679 (Grantor Trust rules) and estate tax law principles… more
- Remote Core Solutions (Winter Garden, FL)
- …client relationships and provide top-quality tax and consulting services, including tax planning , research, estate and gift taxes, business valuation, and ... returns for small businesses and individuals - Experience in estate and trust tax is preferred -...related field - 5+ years of experience in tax planning , research, and compliance - Experience with estate… more
- United Placement Group (Johnson City, TX)
- …ready-to-act clients-this is for you. We partner with a well-established estate planning organization to provide 8-12 high-quality, pre-scheduled appointments ... We handle applications, forms, and follow-ups so you can focus on advising. Exclusive Estate Planning Pipeline - Access clients already working with us on their… more
- United Placement Group (Leawood, KS)
- …Are you an accomplished sales professional looking for a meaningful opportunity? Our Estate Planning Service is a genuine "need" for everyone, making your ... and their assets. About Us We are a trusted Estate Planning Service Provider (not insurance), dedicated...of Americans turn 65-and more than 60% have no estate plan in place. Without a will, trust… more
- Paytronix (Newton, MA)
- …include : Protection from identity theft. Legal coverage for matters including, but not limited to: home and real estate , estate planning , and elder care. ... gross revenue retention (GRR) and net revenue retention (NRR) targets. Strategic planning : Build and execute success plans, conduct regular business reviews, and… more
- AppFolio, Inc. (Dallas, TX)
- …opportunity, we set the pace while delivering innovation built to carry real estate into the future. One in which every experience feels effortless, yet meaningful. ... operating a best in class sales organization including Go-to-market (GTM) planning , sales forecasting, business operations, and data analytics. This individual will… more
- Charles Schwab Inc. (Seattle, WA)
- …, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market ... role, you'll give clients financial guidance while forming lasting relationships built on trust , respect, and reaching a common goal. You'll also have the ability to… more
- Redaptive (Denver, CO)
- …emissions, and meet their sustainability goals across their entire real estate portfolios. With Redaptive, customers can overcome capital and contractual barriers ... in execution-heavy sales environments and is highly adept at both strategic planning and tactical pipeline generation. Join Redaptive in accelerating our strategic… more
Related Job Searches:
Estate,
Estate Planning,
Planning,
Trust,
Trust Estate,
Trust Estate Planning Attorney