Probate Trust Estate Paralegal Jobs in Dallas

Senior Paralegal - Trusts & Estates RESPONSIBILITIES: ... for a full range of estate planning matters by providing assistance ... Preparation of Gift Tax Returns, Estate Tax Returns, Individual Income..

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 ..

... Wealth Strategist Duties: independently review estate planning documents (e.g., Wills, Living ... Trusts) to create a current estate analysis, including estimated estate and income tax calculations; assist ... clients;..

... collaborative team, focusing on sophisticated estate planning and trust administration for high net worth ... in client conferences and draft estate planning documents.Collaborate with paralegals, fiduciary ... fiduciary accountants,..