- Robert Half Legal (Plantation, FL)
- …avoid probate. * Prepare and review legal documents, including wills, trusts, powers of attorney , and other estate planning instruments. * Provide legal ... Description We are looking for an experienced Attorney /Lawyer with a strong background in Probate, Trusts,...guidance on sophisticated trust and estate planning matters, ensuring compliance with all… more
- American Heart Association (St. Petersburg, FL)
- …(JD) (law degree) + At least three (3) years of experience + Knowledge of estate planning techniques, probate & trust administration + Ability to manage ... electronic document depository + Communicates and coordinates bequest activities with estate / trust representatives and attorneys. Collaborate with all parties to… more
- Williams Parker (Sarasota, FL)
- … accounts and assisting with the liquidation and transfer of property. Paralegals in estate planning and probate law research the law and local court rules ... our client-centric team in handling high-volume, complex probate and trust administration in the Sarasota, FL area. Why this...to better guide the attorney when making estate decisions. If YOU… more
- Fox Rothschild LLP (West Palm Beach, FL)
- …candidate will have a strong background with at least two years of experience in estate planning , probate, and trust administration. The ideal candidate will ... work closely with high-net-worth clients and family offices to develop comprehensive estate and tax planning strategies. Experience with creating and/or… more
- Truist (Coral Gables, FL)
- …wealth products and services including financial planning , asset management, personal trust and estate planning , insurance and risk management services, ... wealth products and services including financial planning , asset management, personal trust and estate planning , insurance and risk management services,… more
- Williams Parker (Sarasota, FL)
- …to exceptional client service and developing long-term client relationships. + Experience in estate and trust planning , including excellent tax research, ... to hear from you. As a Trusts and Estates attorney with Williams Parker, you will work closely with...and complex estate planning , tax planning , and probate and trust administration matters… more
- Deloitte (Jacksonville, FL)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (Jacksonville, FL)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Williams Parker (Sarasota, FL)
- …significant trial experience and portable books of business in areas such as trust & estate litigation, commercial litigation (with or without bankruptcy ... already licensed to practice law in Florida - or planning to relocate and willing to sit for the...need for litigation arises, our clients want an experienced attorney at their side. Our litigation team includes a… more
- Fifth Third Bank, NA (Orlando, FL)
- …process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning , and Wealth Planning . + Acts as the Core Team ... wealth goals. Create steams of highly credentialed specialists to provide wealth planning , investments, private banking, risk management, and trust services.… more