- Williams Parker (Sarasota, FL)
- …and developing long-term client relationships. + Experience in estate and trust planning, including excellent tax research, legal document drafting with ... region's oldest law firm - with the area's largest Trusts & Estates practice group - is...You will also represent clients, or their fiduciaries, in estate and trust administration and, when necessary,… more
- Robert Half Legal (Baltimore, MD)
- …providing comprehensive administrative and legal support in the field of estate planning, probate, and trust administration. Our client offers a collegial ... of attorney, and probate petitions * Assist in preparing estate and trust accountings, asset inventories, and...participating in client meetings and consultations * Conduct basic legal research related to estates , trusts… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- Tax, Trusts , and Estates Paralegal (#3868) The Minneapolis office is seeking an experienced tax professional to join our Tax, Trusts & Estates practice ... fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust...Team with attorneys in all phases of administering complex estates and trusts , including, but not limited… more
- Robert Half Legal (Los Angeles, CA)
- Description The LA office of a national firm is seeking a new trusts and estates paralegal. The attorneys in this practice group have a great reputation for ... and treating them with respect. This is a new trusts and estates paralegal position they are...growth. My team has placed three other paralegals and legal assistants with this firm in the past few… more
- Needham Bank (Needham, MA)
- Job Descriptions: Provides trust and estates legal guidance to the Bank in connection with reviewing and opening Trust and Estate accounts. Perform ... REQUIREMENTS + The position requires either existing knowledge of trusts and estates , or the ability to...accredited institution with current license to practice law. + Legal experience preferred, trust and estate… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …from paper files to electronic records. - Understanding of trusts , estates , and other entities commonly used in estate planning for high-net-worth ... Trusts & Estates Client Portfolio Administrator... Trusts & Estates Client Portfolio Administrator (#3870) We are looking...least 5 years of law firm experience as a legal assistant or paralegal, or equivalent experience. - Experience… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …School seeks to hire a tenure-track assistant professor who will specialize in decedents' estate administration and estate proceedings, trust and trust ... clerks who act as the judicial official presiding in estate , trust , and special proceedings. Teaching. The...the Clerks of Superior Court Manual Series, articles, and legal references. The candidate will be expected to contribute… more
- JPMorgan Chase (Newark, DE)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust...+ Work with the Account Opening Group to open estate or trust accounts. + Interpret the… more
- Robert Half Legal (Chesterfield, MO)
- …Coordinate and assist in the execution of various legal papers related to estates and trusts . + Collaborate with attorneys and clients to gather information ... Paralegal to assist in the preparation and execution of trust documents, estate planning, and case management....an in-depth knowledge of the preparation and management of estate planning documents, trusts , wills, powers of… more
- JPMorgan Chase (Newark, DE)
- … Trusts & Estates Practice. You will oversee the administration of trusts , analyze trust documents for legal , tax, administrative and investment ... The Global Trusts & Estates Practice is an...leading global financial services firm. **Job Responsibilities** + Analyze trust documents for legal , tax, administrative and… more
- Robert Half Legal (Chicago, IL)
- Description Robert Half is seeking an ILLINOIS barred attorney with Trust & Estates experience to assist our client with an ongoing legal research ... Responsibilities include: Our client is looking for an ILLINOIS-barred Trust & Estates attorney with at least...estate planning documents . Excellent writing, editing, and legal research skills . Comfortable working in Microsoft Word… more
- JPMorgan Chase (New York, NY)
- …also provides retirement products and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. **Job Summary:** As ... a Settlement Officer VP in Wealth Management Solutions, Trust & Estates , you will oversee the...legal documents and accountings. Work with internal and/or trust counsel to resolve any legal issues… more
- JPMorgan Chase (Miami, FL)
- The Global Trusts & Estates Practice is an...of the trusts . Job Responsibilities: + Analyze trust documents for legal , tax, administrative and ... corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime… more
- City of New York (New York, NY)
- …to the Director of Liens and Recovery, Executive Director of the Office of Liens and Trusts , and the Office of Legal Affairs as required for case processing or ... City Human Resources Administration (HRA).Within AO, the Liens and Trusts is responsible for the settlement of liens and...of money expended in Medicaid and Public Assistance. The Estates Unit also provides administrative support to the Office… more
- The Salvation Army (West Nyack, NY)
- …mail. + Prepare correspondence as directed by the Legal Secretary, Assistant Legal Secretary, and Supervisor of Estate Processing. + Establish all new legacy ... through a wide range of programs and services. The Legal Department at our Eastern Territorial Headquarters in West...archives when necessary. + Update information in 3rd Party Trust tab in Estates Database when necessary.… more
- Robert Half Legal (Minneapolis, MN)
- Description We are offering an exciting opportunity for an Estate Planning Legal Assistant based in MINNEAPOLIS, Minnesota. The role involves providing ... comprehensive support to a busy estates and trusts practice group. You will...maintain confidentiality and handle sensitive information. * Interest in estate planning or related legal fields is… more
- PNC (Louisville, KY)
- …PNC Bank serves as the executor of an estate or trustee of a related estate settlement trust , a PNC estate settlement officer manages all aspects of the ... administration of the estate and trust assets-whatever they may be-in...related relationship management services to an assigned book of estates and related trusts ; * Oversees discovery… more
- Robert Half Legal (Minneapolis, MN)
- …role, you will be tasked with assisting attorneys with the administration of intricate estates and trusts , as well as interacting with clients and preparing ... * Assist attorneys in all aspects of administering complex estates and trusts . * Engage with clients...or audit processes. * Draft basic wills and revocable trusts . * Prepare complex estate planning tax… more
- Robert Half Legal (Minneapolis, MN)
- …practice. In this role, you will be managing estate planning processes, handling trusts and wills, and providing Estates & Trusts counselling services to ... Estate Planning files. Responsibilities * Draft, review, and provide legal advice on estate planning documents, including wills and trusts . * Conduct… more
- Robert Half Legal (Baltimore, MD)
- … legal filings related to probate and trust administration. * Conduct basic legal research as required by attorneys on estates , trusts , and probate ... professional goals. Responsibilities: * Draft, review, and format various legal documents such as wills, trusts , powers...required tax documentation. * Assist with the management of estate and trust accounts, tracking expenses and… more