Wills Legal Assistant Jobs

Director, Planned Giving Responsibilities: Monitor tax trends and design programs to take advantage of opportunities created by new tax legislation. Identify, cultivate and solicit prospects capable of making significant major and ..

Assistant General Counsel Duties: Working on complex charitable giving matters Assisting in the safeguarding and timely collection of bequests Addressing legal questions regarding on investments and endowments Advising on the College's ..

Legal Assistant The candidate will be responsible ... in proofreading a variety of legal documents for clarity and grammar. ... Development and Alumni Affairs. Maintain legal files, filing system and..

Fiduciary Accountant The candidate will be responsible for: Preparing and filing in court of all documents required to probate Wills, including marshaling assets and arranging for valuation; maintain checkbook and banking ..

Client Service Associate Duties: Building long-term relationships with clients and custodian service teams. Acting as a liaison to clients’ other trusted advisors (accountants, attorneys, and the like). Anticipating client needs and ..

Corporate Vice President, Advanced Planning Consultant The candidate will support Agents, GO Management, and Consultants by providing one-on-one case consultation and case design services to help identify and implement various estate, ..

Fiduciary Accountant The candidate will be responsible for preparing and filing in court of all documents required to probate Wills, including marshaling assets and arranging for valuation; maintain checkbook and banking ..

Paralegal Duties: Manage corporate governance matters (preparation, organization and maintenance of materials for board and committee meetings; solicit and collect board questionnaires; maintain documents of record). Prepare and maintain corporate secretarial ..

Trusts and Estates Paralegal The candidate will be responsible for marshalling assets and arranging for their valuation as necessary. Maintaining checkbook and banking records. Paying bills, and computing and disbursing beneficiary ..

... Administration in Partnership with Development Legal team and the Planned Giving ... team. Partners with the Development Legal team on various tasks associated ... and partners with the Development..