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... documents at the direction of attorney/paralegal. Maintain estate planning client spreadsheets ... deeds at the direction of attorney/paralegal. Conduct and manage estate planning ... and taking detailed messages. Assist..
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Estate Planning Assistant Duties: Coordinating client support services, ensuring efficient workflow systems are being followed, and partnering with other team members to assist our customers and clients in their estate planning ..
Wealth Planning Paralegal The candidate will be preparing and filing probate documents in the administration of an estate (petitions, motions, letters testamentary, inventories, accountings, and notices). Filing life insurance claims and ..
Legal Assistant/Paralegal The candidate should be capable of immediately handling significant responsibility regarding legal matters in relation to Corporate /Estate/Wills/Trust/Probate/Real Estate/Tax. Experience, skill, and education are important factors that firm considers ..
... fiduciary income tax returns for estates and trusts. Maintain an active PTIN (Preparer ... fiduciary income tax returns for estates and trusts. Prepare tax related correspondence. Prepare ... tax..
McDowell Rice Smith & Buchanan has an immediate opening for a mid-level paralegal/legal assistant with strong experience in Wills/Probate, Trusts & Estate Planning (corporate/transactional experience helpful, but not necessary). Candidates must ..
Paralegal (Corporate) The candidate will support the local Corporate Practitioners and the wider national Corporate Practice Group. Prepare drafts of bond resolutions and ordinances and coordinate financing schedules with clients. Draft ..