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Legal Assistant - Estate Planning The candidate will be ... documents to include memoranda, and estate planning documents and corporate agreements. ... documents and corporate agreements. Draft estate planning ancillary..
Estate Planning Assistant Duties: Coordinating client ... customers and clients in their estate planning needs. Ensure the law ... phone finals. Assemble client’s final estate planning portfolio. Creation of Trust..
Wealth Planning Paralegal The candidate will be preparing ... will be preparing and filing probate documents in the administration of ... in the administration of an estate (petitions, motions, letters..
... focusing practice in areas of estate planning, probate and trust administrations and litigation, real estate transactions, business organizations and representation, ... record keeping, annual accountings for probate and trust..