- Robert Half Legal (Annapolis, MD)
- Description We are an entrepreneurial Estate Planning and Elder Law firm in Annapolis, Maryland, seeking a proactive and detail-oriented Paralegal who is eager ... and grow in a supportive, team-based environment. While prior estate planning or probate experience is a plus, it...+ Draft and format legal documents such as wills, trusts , probate petitions, and related filings (training provided). +… more
- Robert Half Legal (Boston, MA)
- …to think critically while providing research and administrative support might thrive in this Trust & Estates Paralegal position. Are you looking for an immediate ... for the legal field, Robert Half might have a Paralegal position for you. Candidates in the Boston area...analyze intricate legal documents Requirements - Foundational knowledge in Estate Law - Expertise in tax returns - Proven… more
- Robert Half Legal (Coral Gables, FL)
- …of experience as a probate paralegal . * Proficiency in probate law, trust administration, and estate planning. * Bilingual in Spanish, with strong written ... Description We are looking for a skilled Probate Paralegal to join an established firm in Coral...This role requires someone with expertise in probate and trust administration, along with some knowledge of estate… more
- Commerce Bank (St. Louis, MO)
- …or Successor Corporate Trustee, including deaths of Grantors of Revocable and Irrevocable Trusts with Commerce Trust as Trustee, or where CT has been ... or equivalent combination of education and experience required + 3+ years of relevant trust and estates settlement experience as paralegal or similar role within… more
- Charles Schwab (Westlake, TX)
- …candidate for this role to work on site in the specified location._ Estate Services is a specialized organization within the broader Schwab Operational Services ... high-touch service to our clients and to the advisors that serve them. Estate Services fulfills our purpose of championing every client's goal with passion and… more
- Tompkins Community Bank (Ithaca, NY)
- …or Paralegal Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred + Proficient in computer software ... individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws.… more
- Cleveland Clinic (Cleveland, OH)
- …preferred. + Experience working with contracts and documentation drafting responsibilities for estate and trust administration + Minimum three years of ... fundraising or face-to-face solicitation experience with major gifts preferred. + Willingness to conduct in-person and virtual donor meetings in Northeast Ohio, Florida and Nationally per assigned region. + Working knowledge of fundraising techniques and… more
- Robert Half Legal (Chesterfield, MO)
- …powers of attorney, and related documents. + Trust Administration: Manage trusts , distributions, and compliance documentation. + Real Estate : Prepare deeds, ... Description Job Description: Legal Assistant/ Paralegal Position Overview We are seeking an organized...Office Suite and legal document management software; experience with trust and real estate platforms is a… more
- Regions Bank (Nashville, TN)
- …a basic understanding of accounting principles, financial planning concepts, including trust / estate planning, tax planning, and investment concepts (cost basis) ... retirement accounting (RMD distributions). + A background as a paralegal , in a bank trust department, bookkeeper, broker-dealer back office, or RIA practice is… more
- The Salvation Army (West Nyack, NY)
- …* Assist in the processing of transactions. in connection with testamentary gifts, trusts , endowments or special gifts of which The Salvation Army is named ... Assist in maintaining complete files of all "active" wills, trusts , endowments, and estates in which the interest of...been settled. * Assist In the oversight of the Estate /Legacy process .to ensure it can maintain the efficient… more