- Robert Half Legal (Chicago, IL)
- …are below. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts, Powers of Attorney (Health Care and ... + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust... Estate and Gift tax returns + Maintain trust / estate financial records For immediate consideration, please… more
- Deloitte (Hartford, CT)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- LinkedIn (Omaha, NE)
- …by investing in their growth. We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can succeed. Join us to transform the ... LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the...way the world works as Commercial Counsel, Procurement, Real Estate and Licensing. As an integral member of our… more
- UGI Corporation (King Of Prussia, PA)
- …docket and review filings as necessary, state of emergency research and anti- trust compliance. Assist with Attorney General complaint response letters and ... The ideal candidate will have a background in corporate governance, real estate and litigation support, with exceptional organizational skills and a proactive… more
- Middlesex Savings (Acton, MA)
- …proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney , basic IRAs, foreign wires, safe deposit ... box opening and basic consumer and real estate lending products, among other technical and people skills. + Operational Excellence - Ensures quality and accuracy of… more
- Williams Parker (Sarasota, FL)
- …planning and probate law research the law and local court rules to better guide the attorney when making estate decisions. If YOU are ready to level up your ... Paralegal to join our client-centric team in handling high-volume, complex probate and trust administration in the Sarasota, FL area. Why this role is important The… more
- American Electric Power (Columbus, OH)
- …keen attention to detail and the ability to navigate complex legal documents, including trust documents and powers of attorney (POAs). The coordinator will read, ... will serve in a co-lead role with the Real Estate Records Coordinator Senior position. This position is responsible...responsible for the development and maintenance of all real estate records which deal with the acquisition, sales, leasing… more
- Robert Half Legal (Harwich, MA)
- Description We are looking for a skilled and motivated Trust and Estates Paralegal to join our team in the Harwich, MA area. This role is ideal for someone with ... play a critical role in supporting attorneys and ensuring the smooth management of trust and estate matters. Responsibilities: * Assist attorneys in drafting and… more
- Robert Half Legal (Sacramento, CA)
- …case tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and analytical ... the legal field might thrive in this Trusts and Estates Paralegal position. If you are highly organized and...Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms… more
- University of Iowa Community Credit Union (North Liberty, IA)
- …claims, and responses, independently. + Review member provided documents regarding trust , estates and corporations for account opening and ownership ... Position Summary Directly assists and collaborates with Attorney to provide legal and administrative support for...and review front line request for legal documents, contracts, estate , real estate and trust … more