- The Salvation Army (Hartford, CT)
- …visits + $20K Basic Life Insurance including grief counseling services, funeral planning services, and will/power of attorney /legal document preparation (no cost ... Overview Location: Divisional Headquarters, Advancement Department, Gift Planning Office (Hartford, CT) Status: Full-time Hours Per...federal and state tax law related to present and estate giving. + Liquidate stock according to THQ guidelines… more
- Fox Rothschild LLP (Blue Bell, PA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years...and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +… more
- Robert Half Legal (Harwich, MA)
- …matters. Responsibilities: * Assist attorneys in drafting and finalizing estate planning documents, including wills, trusts, powers of attorney , and health ... Certification is preferred. * At least 3-5 years of experience in trust and estate planning , administration, and document drafting. * Comprehensive knowledge… more
- Robert Half Legal (Sherman Oaks, CA)
- …Planning Paralegal, you will play a critical role in supporting attorneys with estate planning , trust administration, and probate matters. This position ... Responsibilities + Assist attorneys with drafting estate planning documents, including wills, trusts, powers of attorney... closing documentation. + Conduct legal research related to estate planning and trust and… more
- Truist (Dallas, TX)
- …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
- Robert Half Legal (Mclean, VA)
- …with administrative and legal tasks. Your role will entail processing business transactions, estate planning , and trust and estate administration, ... * Handle the drafting of wills, trusts, powers of attorney , and other estate planning ...have experience with the following: Trust & Estate Administration: Draft wills, trusts, powers of attorney… 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
- Robert Half Legal (Chicago, IL)
- …will involve preparing and reviewing various legal documents and correspondence, managing estate planning documents, maintaining trust / estate financial ... high quality, accuracy, and comprehensiveness. * Prepare and review estate planning documents. * Maintain trust...documentation and briefing. * Knowledge of estate planning , wills, and power of attorney . *… more
- Robert Half Legal (San Francisco, CA)
- …their team in San Francisco, California. This role is primarily involved in the field of estate planning and will require the individual to have a keen eye for ... will be responsible for assisting in drafting and editing estate planning documents, managing databases, and carrying...planning documents, such as trusts, wills, powers of attorney , and advance health care directives. * Coordinate and… more
- Robert Half Legal (Parkville, MD)
- …assist our client in Parkville MD. The ideal candidate will support attorneys in estate planning , probate, and trust administration matters. This position ... a comprehensive understanding of the legal processes involved in estate and trust work. Parttime Monday- Friday...Responsibilities: + Draft, review, and edit estate planning documents including wills, trusts, powers of attorney… more