Assistant - Probate and Estate Planning Job Responsibilities: - Coordinating administrative... and legal practice tasks and projects for attorneys - Managing calendars and coordinating meetings, appointments, deadlines, tasks, and conference calls - Preparing new client intake materials and opening new client matters - Handling billing...
Job Title: Estate Planning Paralegal Job Responsibilities: The Estate... Planning Paralegal at the... focus on probate and estate planning. Key duties include: -... Drafting legal documents such as deeds and wills. - E-filing legal documents with the appropriate courts or agencies. - Scheduling appointments and...
Job Title: Legal Assistant/Estate Planning Paralegal Job Responsibilities: - Knowledge of... Estate Planning Documents and Real... Estate... transfers - Drafting various legal... documents including Health Care Proxies, Powers of Attorney, Wills, Revocable Trusts, Irrevocable Trusts, Irrevocable Life Insurance Trusts, and Retirement Trusts - Interpreting...
Title: Trust Administration & Probate Paralegal Job Responsibilities: - Manage and... Prepare and organize comprehensive estate planning documents. - Provide exceptional... support to attorneys and serve as a key point of contact for clients. - Ensure deadlines are met and files are maintained according...
Administrative Office Assistant - Paralegal Job Responsibilities: - Greet... and assist clients in person, over the phone, and via email with professionalism and discretion - Schedule and coordinate appointments, meetings, and court dates - Prepare, proofread, and format legal documents,...
pleadings in probates - Drafting estate planning documents - Supporting preparation... Federal and Washington State Estate Tax Returns, focusing on... exhibit preparation and asset summaries - Maintaining physical and electronic files - Preparing correspondence, typing, and proofreading legal documents - Photocopying, scanning, and organizing documents -...
Paralegal Position Summary – Part Time... is seeking an experienced Paralegal to join its dynamic... drafting, reviewing, and revising estate planning and corporate documents,... preparing for document signings and closings, and managing business formations and filings. Candidates need to be detail-oriented,...
Paralegal Position Summary – Part Time... is seeking an experienced Paralegal to join its dynamic... drafting, reviewing, and revising estate planning and corporate documents,... preparing for document signings and closings, and managing business formations and filings. Candidates must be detail-oriented and...
Paralegal About the job Company Description Law firm... The firm specializes in Estate Planning, Probate/Probate litigation, Trust... and Small Business Succession Planning. Open communication and client... are key pillars of our approach. Role Description This is a full-time on-site Paralegal role located in Milwaukee,... W...
Title: Right of Way Tech 2 Job Responsibilities: - Perform mid-level technical services for right-of-way projects as required by the assignment, including project coordination. - Order and review title, perform title curative duties, provide detailed property research, and prepare acquisition and document packages...
Title: Right of Way Tech 2 Job Responsibilities: - Perform mid-level technical services for right-of-way projects as required by the assignment, including project coordination. - Order and review titles, perform title curative duties, provide detailed property research, and prepare acquisition and document packages...
the initial stages of estate planning, probate, and elder... law services. - Connect with prospects during evenings and weekends via phone or email to educate them on the services offered and schedule consultations with legal experts. - Connect with potential clients via...
of administrative tasks that are essential for the efficient operation of the office. Key responsibilities include: - Preparing and revising legal documents. - Assembling estate planning binders. - Completing weekly... accounting and billing tasks. - Preparing correspondence and various forms. - Filing documents, including e...
Title: Receptionist/Administrative Assistant Job Responsibilities: - Serve as the receptionist and administrative assistant for a fast-paced law firm. - Manage multi-line phone systems, ensuring excellent phone communication skills. - Perform administrative tasks including handling correspondence and organizing documents. - Utilize Microsoft Word for various documentation...
Job Title: Estate Planning & Probate Paralegal Job... minimum of 2+ years of estate planning/probate experience in Texas,... with 5+ years being most preferred - An Associate’s degree or Certificate in Paralegal Studies or a Bachelor’s... degree in a related fie...
Job Title: Estate Planning Paralegal Job Responsibilities: - Draft... estate planning documents, including revocable... and irrevocable trusts, wills, durable powers of attorney, health care directives, deeds, trust funding documents, and miscellaneous resources. - Maintain client files and track case progress using Zoho CRM...
Experienced Paralegal - Probate, Estate Planning, Wills & Elder... Law Job Responsibilities: - Provide key support to a dynamic team of attorneys by handling case management and client communications. - Draft and review legal documents with high attention to detail. - Prepare and organize...
Job Title: Estate Planning Paralegal Job Responsibilities: The Estate... Planning Paralegal will play... attorneys in delivering exceptional estate planning services. Key responsibilities... include: - Drafting sophisticated estate planning documents such as... high-net-worth individuals in their estate planning needs. - Filing legal... paperwork and coordinating...
Job Title: Estate Planning Paralegal - Remote Job... Responsibilities: - Independently draft comprehensive estate planning documents, including wills,... trust certifications. - Draft business planning documents including LLC formations,... operating agreements, and basic corporate governance documents. - Review client information to ensure accuracy in document...
Job Title: Estate Planning Paralegal Job Responsibilities: - Provide... Draft legal documents and correspondence related to trust administration, probate, estate planning, business, corporate, and... high net-worth/advanced planning clients. - Manage and oversee... procedures and processes to streamline and improve operations within the fi...
Title: Tax/Trusts and Estates Paralegal Job Responsibilities: - The Tax/Trusts and... Estates Paralegal will assist attorneys with... filing probate documents, drafting estate planning documents, and managing... transfer of assets. - The paralegal will be responsible for... maintaining detailed and organized client files. - The...
Job Title: Estate Planning/Trust Administration Paralegal Job Responsibilities: -... office as requested. - Draft legal documents and correspondence related to trust administration, probate, estate planning, business, corporate, and... high net-worth/advanced planning clients. - Manage and oversee... procedures and processes to streamline and improve op...
Title: Trusts and Estates Paralegal Job Responsibilities: - Assisting attorneys with... preparing estate planning, trust administration, and... probate documents. - Drafting and filing... assets, accountings, and asset distributions. - Communicating directly with clients, beneficiaries, and other parties involved in estate planning and administration. - M......
Paralegal - Litigation and Estate Planning Job Responsibilities: - Provide administrative... support to legal professionals, including attorneys and paralegals. - Assist in document preparation, formatting, proofreading, and filing. - Manage and organize legal correspondence, documents, and records. - Coordinate meetings, court dates, and appointments. - Conduct...
Legal Secretary - Corporate/Transactional/Estate Planning Job Responsibilities: The Legal Secretary will... be responsible for a variety of tasks aimed at supporting the Business/Transaction team at the law firm. Key responsibilities include: - Preparing, revising, and formatting legal documents and correspondences to ensure accuracy...
Job Title: Paralegal Job Responsibilities: The paralegal will... responsible for assisting with estate planning, probate, and trust... Key responsibilities include: - Managing probate cases from start to... finish, including filing probate forms with the Court. -... Drafting estate planning documents such as... trusts,...
Job Title: Paralegal- Client Services Manager Job Responsibilities: -... Manage and execute the implementation of new systems within the law firm, ensuring efficient service delivery to clients. - Master various systems such as DecisionVault, Adobe, Clio, Wealth Counsel, Microsoft Suite, County Recorders’ offices,...
Paralegal for Bankruptcy and Estate Planning Law Job Responsibilities: The Paralegal... for Bankruptcy and Estate Planning Law at the... complex Chapter 11 bankruptcy, estate planning, and litigation. Key... responsibilities include: - Preparing Chapter 7 and Chapter 11 bankruptcy petitions, schedules, and statements using...
Paralegal – Probate and Estate Administration Job Responsibilities: The Senior Paralegal... complex matters related to estate planning, probate and estate... administration, fiduciary litigation, adult... planning. Key responsibilities include: - Estate & Probate Administration: Preparing... and filing probate, administration, and ancillary petitions... in New...
in the areas of estate planning, probate, and trust... Key responsibilities include: - Drafting estate planning documents such as... wills, trusts, and directives. - Managing full and summary probate administrations. - Overseeing trust administration... processes. - Scheduling appointments and maintaining calendars to ensure ef...
Title: Legal Assistant – Estates and Trusts Job Responsibilities: - Produce professional and accurate documents utilizing the firm's standard data solutions such as Office 16, AdobePro, and iManage. - Edit and proofread documents, including written correspondence. - Coordinate court filings and special deliveries with...
Job Title Senior Paralegal - Trust & Estates... the trust administration and estate planning team at the... collecting original documents. - Preparing and managing document lists and signing matrices for large projects. - Assisting in preparing estate plann...
Job Title: Paralegal (Litigation) Job Responsibilities: - Provide administrative... to attorneys, including managing, planning, and calendaring conference calls,... meetings, and deadlines, as well as interfacing with clients. - Schedule consultations, appointments, and depositions. - Possess knowledge of federal and state court rules and procedures. -...
Paralegal/Legal Assistant Job Title: Paralegal/Legal Assistant Job Responsibilities: -... Draft and prepare estate plans, including wills, trusts,... met - Organize, review, and maintain client files - Coordinate and manage deadlines for a variety of estate planning and elder law... matters - Prepare client correspondence and legal doc...
includes tasks such as estate planning or administration, with... a preference for candidates who possess experience in both areas. Medicaid experience is also highly beneficial. Key duties include managing case files to ensure accurate and timely documentation of all relevant...
Paralegal Job Responsibilities: - Preparation of estate planning documents. - Handling probate... and trust administration matters... court filings. - Preparation of correspondence to parties involved. - Asset gathering for probate and trust administration. - Fiduciary... accountings. - Meeting deadlines to ensure timely administration of duties. Education and Experien...
Job Title: BTS-FSO-Fiduciary-Trust and Estate Tax Administration Services-Manager Job Responsibilities: -... managing the Fiduciary/Trust & Estate Tax Administration Services (FTEAS)... business and support the leadership team in developing and implementing its overall strategy. - Provide fiduciary and court accounting services for trusts and...
Title: Legal Assistant Job Responsibilities: - Assist with the creation and preparation of various litigation documents, including pleadings, motions, subpoenas, affidavits, contracts, and briefs. - Proofread legal documents as needed to ensure accuracy and completeness. - Manage office correspondence and administrative tasks, such as...
Senior Paralegal Job Responsibilities: The Senior Estate Planning and Business Paralegal... legal matters focused on estate planning, trust administration, and... with all aspects of estate planning, which involves drafting... essential documents such as wills, trusts, powers of attorney, and health care directives. -...
Job Title: Paralegal Job Responsibilities: - Estate Planning Case Management: Ensure... on time. Monitor case statuses to prevent delays and ensure timely actions. - Document Preparation: Prepare legal documents such as Deeds, Simple Wills, Power of Attorney, and Probate Court Petitions. - Estate Plan...
Job Title: Paralegal and Office Manager Job Responsibilities: The... role of Paralegal and Office Manager at... assist the attorney with estate planning and business law... such as wills, trusts, powers of attorney, and advance directives. In addition to estate planning documents,...
Job Title: Paralegal Job Responsibilities: The law firm is... a motivated and organized Estate Planning and Business Paralegal... to join their team.... involves supporting attorneys with estate planning, trust administration, and... responsibilities include: - Drafting basic estate planning documents such as... wills, trusts,...
Job Title: Paralegal Job Responsibilities: Estate Planning Responsibilities: - Draft... estate planning documents, including wills,... health care directives, using estate planning software. - Meet with... ensure deadlines are met. - Perform basic legal research related to estate planning and trust administration. -... Calendar client meetings, docume...
Job Title: Senior Probate Paralegal Job Responsibilities: The Senior Probate... Paralegal is responsible for... law firm specializing in probate, estate planning, and litigation.... The... legal documents to facilitate probate and estate planning processes. -... Communication: Engaging... in effective communication with clients and attorneys...
Job Title: Paralegal - Private Client Job... Assist lawyers in drafting estate planning documents, including wills,... - Support lawyers in probate and trust administration. -... Draft and e-file various probate pleadings and accounting documents.... collection and distribution of estate assets. - Effectively prioritize......
Job Title: Paralegal/Client Accountant Job Responsibilities: Paralegals/Client Accountants at... within the domains of estate planning, trust and estate... administration, and tax planning... and preparation. Key duties... include: - Meeting with attorneys, clients, and advisors to manage various matters effectively. - Drafting and filing essential...
Job Title: Litigation and Probate Paralegals Job Responsibilities: Position 1: Litigation... Paralegal - Assist attorneys with case... management, focusing on creditor representation in Maryland, Virginia, and the District of Columbia at the state and Federal levels. - Prepare pleadings, motions, and post-judgment recovery actions...
appointments - Maintaining case notes Education and Experience Information: - Experience in Estate Planning and/or Estate Administration... is required. - Ability to work in a fast-paced environment with a keen sense of urgency. - Highly organized and exceptionally detail-oriented. - Skilled at multi-tasking with a...
Job Title: Paralegal Job Responsibilities: - Draft and prepare... legal documents including wills, trusts, special needs trusts, deeds, and powers of attorney. - Review and edit documents with a high level of accuracy and attention to detail. - Assist attorneys with scheduling client meetings...
to new client intake, estate planning, probate, tax, and... business matters. Support associate attorneys, paralegals, and other paraprofessionals with document preparation and approval. - Track and adhere to established timeframes to meet office, tax, and court deadlines. Edit documents based on...