- Raymond James Financial, Inc. (St. Petersburg, FL)
- …(including trusts and POAs) sent to New Accounts department. + Have knowledge of Estate , trust , and probate concepts, practices, and procedures. + Use data ... the Legal department from other operational units. **Responsibilities:** + Provide paralegal support services or deliver required outcomes within the organization's… more
- Robert Half Legal (Northbrook, IL)
- …values precision, client service, and collaboration. + Provide paralegal support in estate planning , trust administration, and probate matters + Draft ... & Estates Paralegal to support its expanding estate planning and administration practice. This is...+ A focused and collaborative mindset. + Familiarity with trust and estate laws and procedures. +… more
- Robert Half Legal (Orinda, CA)
- Description We are looking for a skilled Trust and Estate Paralegal to join our team in Orinda, California. In this role, you will play a vital part in ... assisting attorneys with estate planning , trust administration, and...as a paralegal , with a focus on trust and estate matters. * Proficiency in… more
- Robert Half Legal (Chicago, IL)
- …is partnering with a mid-sized law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+ years of experience to ... join their team. This Estate Planning Paralegal will be...join their team. This Estate Planning Paralegal will be supporting attorneys...+ 3-5+ years of experience handling estate planning and estate & trust … more
- Robert Half Legal (St. Louis, MO)
- …with trust funding, administration, and related notices. * Draft essential estate planning documents while coordinating trust funding activities. * ... Description We are looking for an experienced Paralegal to join our team in Saint Louis,...trust , and tax matters. * Solid understanding of estate planning principles and trust … more
- Robert Half Legal (Chicago, IL)
- …Bachelor Degree required; paralegal certificate preferred + 5-8+ years of experience handling estate planning and trust administration + Strong trust ... with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least...closing estates + Handle the collection and distribution of estate or decedent's assets + Establish and manage … more
- Robert Half Legal (Los Angeles, CA)
- …+ 5+ years of estate planning , probate administration or trust administration experience + bachelor's degree OR paralegal certificate TO APPLY, ONLY ... Description International Law Firm seeks Trusts & Probate Paralegal Am Law firm in Century City is...to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with… more
- Fox Rothschild LLP (Atlanta, GA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience. We are a well-established ... right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple...or BS degree strongly preferred. + Associate's degree or paralegal certificate with eight years of comparable work experience.… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …trusts and estates paralegal . - Thorough understanding and knowledge of the estate and trust administration process from the initial client conference to ... fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust... planning models and projections. - Prepare complex estate planning projections. - Prepare tax returns… more
- Robert Half Legal (Oakland, CA)
- Description We are offering an exciting opportunity for a Trust and Estate Paralegal based in Oakland, California, United States. The primary function of ... this role is to provide legal services in the field of estate planning and trust administration. Responsibilities * Facilitate client communication and… more