- Dorsey & Whitney LLP (Minneapolis, MN)
- Tax, Trusts , and Estates Paralegal ...paralegal . - Thorough understanding and knowledge of the estate and trust administration process from the ... seeking an experienced tax professional to join our Tax, Trusts & Estates practice group. The ideal...fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust… more
- Robert Half Legal (Minneapolis, MN)
- Description We are on the lookout for a diligent Trusts & Estates Paralegal to be a part of a detail-oriented services team in Minneapolis, Minnesota. In ... will be teaming up with attorneys to handle complex estates and trusts , engaging directly with clients,...in drafting Wills * Extensive experience in handling Revocable Trusts * Ability to prepare and file Estate… more
- Robert Half Legal (Chesterfield, MO)
- …legal team in Chesterfield! A well-established, client-focused law firm is seeking a skilled Trusts and Estates Paralegal with Gift Tax Experience to support ... Description Estate Planning Paralegal role in Chesterfield,...work environment. What You'll Do: + Draft and prepare estate planning documents (wills, trusts , powers of… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …that is seeking a detail-oriented Paralegal to support attorneys with estate administration, managing both taxable and non-taxable estates . This role ... involves direct client interaction, document preparation, and estate / trust accounting. In addition to their many...and non-taxable estates + Hands-on experience preparing estate and trust accountings + Strong initiative… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years of experience ... to join their team. This Trust & Estates Paralegal is...Paralegal Responsibilities: + Oversee the entire process of trusts and estates in probate + Prepare,… more
- Robert Half Legal (St. Louis, MO)
- …a hybrid work model and requires a highly organized individual with strong expertise in trust and estate law. Responsibilities: * Prepare estate , gift, and ... Description We are looking for an experienced Paralegal to join our team in Saint Louis,... funding, administration, and related notices. * Draft essential estate planning documents while coordinating trust funding… more
- JPMorgan Chase (Columbus, OH)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust...Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate… 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 ... reviewing estate planning documents, including wills and trusts . * Support litigation efforts related to trust...as a paralegal , with a focus on trust and estate matters. * Proficiency in… more
- Tompkins Community Bank (Ithaca, NY)
- …+ Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy, legal compliance, and timely ... Preparation + I ndependently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy and compliance...Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred +… more
- Robert Half Legal (Chicago, IL)
- …below. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of Attorney (Health Care and ... law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+...Living Will, Insurance Trusts , Grantor Retained Annuity Trusts , etc. + Draft flowcharts of client's estate… more
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