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Deputy Director, Gift Planning Operations Duties: Reporting to the Executive Director of Gift Administration, will Supervise all aspects of the administration of trusts/estates and life income gifts. Will be responsible for ..
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... account statements, closing statements, and probate court filings related to trusts ... Should have 5+ years of paralegal or legal assistant experience in ... two year community college with..
Manager, Gift Planning and Estates The candidate will be responsible to conduct all matters, documentation, and processing of gifts relating to the handling of probate estate administration, designations on retirement accounts ..
Pearl River office of a BCG Attorney Search Top Ranked Law Firm seeks attorney with 3-5 years of experience in Estate Planning, Trust Administration, Litigation, or Real Estate. The candidate will ..
Job OverviewA law firm seeks a Mid-Level Trusts and Estates Associate in New York, NY. This role involves working with high net worth clients on complex tax, estate planning, and asset ..
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. ..
Job overview A law firm seeks a Trust and Estates Attorney in New York City to provide sophisticated estate planning and administration services for high-net-worth individuals, including tax and trust matters ..
Paralegal – Wealth Preservation Duties: Obtain letters of administration, testamentary, guardianship and trusteeship; Assist with bonding process for administrators, executors, guardians and trustees; Maintain and prepare fiduciary accountings; Manage estate administration ..
Job OverviewA boutique law firm based in New York City is seeking a seasoned International Trusts & Estates Attorney to join its high-performing team. This role involves working with high-net-worth individuals, ..
... in estate planning, elder law, probate, trust and estate administration, Medicaid planning, tax, or adjacent ... As the office grows, additional paralegal support is planned, creating an ... planning,..
Job OverviewA law firm seeks a Trusts and Estates Associate for its Greenwich, CT office. This role offers a partnership track within a collaborative team, focusing on sophisticated estate planning and ..
Fiduciary Accountant The candidate will be responsible for preparing and filing in court of all documents required to probate Wills, including marshaling assets and arranging for valuation; maintain checkbook and banking ..
Probate/Estate Planning/Elder Law Paralegal The candidate should have experience ... more of the following areas: Probate, Wills, trusts, powers of attorneys, ... include handling phone calls, preparing probate and estate..
Probate Paralegal The candidate to support busy ... aspects of estate and trust administration. Should be experienced with preparing: ... Trust Inventory and Accounting for Probate Court. Additional experience with..
Legal Assistant/Paralegal The candidate will assist two ... work related to estate planning, probate and estate administration, guardianships, and Medicaid. Manage the ... guardianships, including accountings, and estate administration. Assist..
Estate Planning Paralegal The candidate will prepare probate and estate administration documents. Prepare accountings for both ... during the estate and trust administration process and to fund trusts. ... 5..
... The position focuses on estate administration, including Surrogate's Court proceedings and ... experience managing estate and trust administration, supporting fiduciaries and beneficiaries throughout ... trustees in estate and trust..
... of all documents required to probate Wills, including marshaling assets and ... filing all documents required to probate Wills; preparing receipt and release ... promptly and keep the Estate..
Seeking a Trusts and Estates Administration Paralegal with 5 plus years experience ... phases of estate and trust administration, including probate (knowledge of New Jersey, New ... Jersey, New York..
Elder Law Paralegal The candidate will be part of the Elder Law team, supporting attorneys in filing Article 81 Guardianships, preparing Advance Directives, preparing Estate documents and filing with the Surrogate’s ..