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Senior Paralegal - Trusts & Estates RESPONSIBILITIES: ... Tax Returns. Revocable and irrevocable trust funding and administration (pre and post death). Probate administration, including drafting of probate pleadings. Meet annual..
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Paralegal/Legal Assistant The candidate must be proficient in the use of Microsoft Word, Excel and Intuit Quickbooks. Prior experience creating invoices using TimeSolv time and billing software is preferred. Responsibilities include ..
Associate Wealth Strategist Duties: independently review estate planning documents (e.g., Wills, Living Trusts, and Irrevocable Trusts) to create a current estate analysis, including estimated estate and income tax calculations; assist with ..