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Gift Planning Officer Duties: work closely with ... University's Executive Director of Gift Planning in creating strategies and marketing ... the University for legacies through estate plans and other arrangements..
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Deputy Director, Gift Planning Operations Duties: Reporting to the ... initial correspondence from attorneys and estate planning documents to determine the interest ... of the University in the estate or..
Gift Planning Officer The candidate will work ... University’s Executive Director of Gift Planning in creating strategies and marketing ... the University for legacies through estate plans and other arrangements..
Manager, Gift Planning and Estates The candidate will ... relating to the handling of probate estate administration, designations on retirement accounts ... years of experience as a paralegal or account..
Estate Planning Paralegal The candidate will assist attorneys ... attorneys with all aspects of estate planning and trust matters including drafting ... and funding trusts. Drafting of estate planning documents..
Paralegal/legal Assistant The candidate should have ... candidate should have experience in estate planning, estate administration, and deed preparation. Some ... preparation. Some knowledge in real estate and tax preparation..
Paralegal / Legal Assistant The candidate ... Assistant The candidate will join Estate Planning and Elder Law firm. Will ... client contact and document preparation. Paralegal/Legal Assistant experience a must..
Trusts & Estates Administrative Assistant The candidate must have exceptional organizational, written, verbal communication skills and the ability to multi-task and prioritize while interacting with a high volume of clients with ..
Part-time Paralegal / Legal Assistant The candidate ... candidate should have experience in estate planning, estate administration, and deed preparation. Some ... preparation. Some knowledge in real estate and tax..
Legal Assistant Paralegal The candidate will focus on managing estate planning cases and supporting attorneys in document preparation and signings. Have experience with Microsoft Office programs including Word, Excel and Outlook. ..
... York City to provide sophisticated estate planning and administration services for high-net-worth ... and charitable organizations.DutiesAdvise clients on estate planning, trust administration, estate administration, and related tax audits.Draft .....
... team specializing in Elder Law, Estate Planning, and Estate and Trust Administration. This role ... trusts, and handle guardianship matters.Conduct probate and administration proceedings.Prepare estate tax returns and handle..
Probate/Estate Planning/Elder Law Paralegal The candidate should have experience ... more of the following areas: Probate, Wills, trusts, powers of attorneys, ... trusts, powers of attorneys, Real estate closings. Job..
Paralegal - Trusts And Estates The ... returns. Prepares court forms for estate and trust administration, guardianships, etc. ... guardianships, etc. Prepares correspondence, accountings, estate and income tax returns, asset..
... business owners to develop sophisticated estate planning strategies that address complex cross-border ... York, NYDutiesAdvise clients on international estate planning strategies, including trust formation, wealth ... preservation, and asset..
... OverviewA law firm seeks an Estate Planning and Elder Law Associate Attorney ... grow their practice. Experience with Estate and Medicaid Planning and Guardianship is preferred.DutiesCounsel clients ... clients..
... OverviewA law firm seeks an Estate Planning Attorney in Riverhead, NY. The ... level of responsibility to ensure estate management aligns with the owner's ... for clients, guiding them..
... manage a variety of trusts, estate, and elder law matters, working ... on client advocacy.DutiesDraft and review estate planning documents, including wills and trusts.Oversee ... documents, including wills and..
... 3-5 years of experience in Estate Planning, Trust Administration, Litigation, or Real ... Trust Administration, Litigation, or Real Estate. The candidate will assist in ... assist in the management..
... worth clients on complex tax, estate planning, and asset preservation matters. The ... paralegals, providing sophisticated services in estate planning and administration.DutiesAdvise clients on asset ... clients on asset..
Elder Law Paralegal The candidate will be part ... Guardianships, preparing Advance Directives, preparing Estate documents and filing with the ... on all interested parties. Draft Estate Planning documents such..
Paralegal Responsibilities: Draft Orders to Show Cause, Verified Petition, Social Worker’s Affidavit, and Notice of Proceedings to commence Guardianship proceeding. Arrange for signatures on Verified Petition/Social Worker’s Affidavit for 81 proceedings. ..
Estate PLAnning - Elder Law Paralegal Responsibilities: Follow up with retained ... to confirm and finalize their estate plan details. Draft estate planning documents using ElderDoc and WealthDoc ... ElderDoc..