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Gift Planning Coordinator Responsibilities: Assist with developing, ... review and preparation of correspondence, estate files, proposals, deferred gift documents, ... Update information for new gift planning donors having life insurance..
Gift Planning Specialist Responsibilities: Coordinate the construction/origination ... Income, MIT agreement for Life Estate, final calculations for agreement(s), construct ... documents for approval by donor legal/financial counsel, as needed for..
Part time legal assistant The candidate will work from home preparing documents for adoption and estate planning practice. Job also requires assisting birth mothers with housing, doctor's visits, shopping, etc. Hours ..
... law firm seeks an experienced estate planning, transactional, and probate attorney in ... self-starting lawyer capable of leading planning, administration, and transactional matters from ... guidance and delivering high-quality..
Associate Attorney Duties: Provide legal advice, guidance and counseling to ... clients in the areas of estate planning, property transfer, Medicaid, real estate, long term care planning, and probate and..