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Trusts and Estate Administration Paralegal The candidate will be responsible for: assisting attorneys in the preparation of probate accounts, trust accounts, estate tax returns, affidavits, funding documents, fiduciary income tax returns, ..
Paralegal/Trust Administrator Candidate will handle client management and communication, drafting guardianship, conservatorship and probate pleadings, drafting estate planning documents, and trust administration. Elder law experience is a plus. ..
Part-Time Legal Administrative Assistant/Secretary The candidate will answer telephones. Will be greeting visitors and engaging the clients and their families in a warm, friendly and professional manner. Scheduling and confirming client ..
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Trust and Estate Planning Associate Attorney The candidate will meet and work with clients to provide a confidential and positive experience. Meet with clients in the Trust Support TM program to ..
... Title: Estate Planning, Probate And Trust Administration, And Elder Law Associate AttorneyJob ... on estate planning, probate and trust administration, and elder law. The ideal ... experience in estate..
Associate Trust Officer – Trust and Estates The candidate will ... working with two very experienced Trust Officers assisting with the daily ... Officers assisting with the daily administration and..
Trust & Compliance Triage and Program ... candidate will assist with the administration and management of the compliance ... communications, and assisting with other Trust and Compliance programs, such as..
... in connection with estate planning, trust, and estate administration, and individual and fiduciary income ... by tax and other considerations, trust and estate administration including familiarity with the probate..
Trust Advisor The candidate will assist Trustees with administrative decisions; ensure that assigned accounts are administered in accordance with their document terms. Frequent direct contact with multiple generations of family members ..
Litigation and Private Wealth Paralegal The candidate will assist attorneys in all stages of litigation and estate planning matters. Legal fact and basic legal research. Assist with case management, file organization, ..
A law firm located in Boston is actively seeking a passionate Bilingual Immigration Attorney (English/Spanish) to join its dynamic legal team. This role offers a rewarding chance to advocate for individuals ..
Paralegal / Trust Administrator The candidate will be responsible for client management and direct communication. Drafting guardianship, conservatorship and probate pleadings, and estate planning documents. Assisting with trust administration. Must be ..
Paralegal – Probate & Trust Administration The candidate will draft, read, ... trustee appointments and resignations and trust amendments. Prepare probate inventories, court ... Produce summaries and accountings for trust..
Job OverviewA law firm seeks an Estate Planning Associate Attorney in Sudbury, MA. This role involves working closely with clients to understand their family dynamics, assets, and concerns, and designing estate ..
Senior Paralegal The candidate works effectively and collaboratively with attorneys and case teams across offices and assists in preparing and filing documents related to incorporation and corporate governance. Works directly with ..
Legal Administrative Assistant/Secretary The candidate will answer telephones. Will be greeting visitors and engaging the clients and their families in a warm, friendly and professional manner. Scheduling and confirming client meetings ..
Trust and Estates Paralegal The candidate will prepare a variety of estate planning documents using WealthDocx, an on-line document drafting software. Draft, read, proofread, and interpret trusts and other legal documents, ..
Private Client Legal Administrative Assistant The candidate' must have 1-3 years of professional experience; display attention to detail; a customer service orientation; ability to work well in teams; a proactive work ..
Trust Operations Support Analyst The candidate will provide operational and analytical support to Choate’s Operations and Reporting Department. Create and electronically distribute daily, weekly and monthly analysis reports to Wealth Management ..
Legal Administrative Assistant – Probate and Trust Administration Responsibilities: Answer phones and communicate with clients, screen when necessary. Schedule and confirm appointments. Distribute and prepare mail for the EAD Dept., including ..
Trust Coordinator The candidate will provide ... direct administrative support for assigned Trust Advisors and a small subset ... decisions of those accounts. Assists Trust Advisors, Trustees, Lawyers, and Clients..
Corporate Paralegal The candidate will be responsible for assisting our lawyers and clients with a wide range of business transactions and general corporate matters. Support document drafting, prepare filings, organize transaction ..
... closely with the firm’s estate administration and probate paralegals, including involvement ... firm’s more complex estate and trust administration client files. Contributing to the ... Should have 5‐10 years..