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The successful candidate will have a solid background in land planning, zoning, law, and/or real estate. will work independently to perform sophisticated land use and financial analyses, participate in due diligence, including concept land planning, environmental, utility system, and title analysis.
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We are seeking an Estate Planning Paralegal to join our rapidly growing team in our Northborough MA office. 5+ years of experience in estate planning, estate tax preparation and probate and trust administration.
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This practice specializes in Elder and Special Needs Law which includes MassHealth/Medicaid Applications, Estate Planning, and Probate with some Guardianship and Conservatorship work. In addition to case review and oversight tasks, the attorney will draft probate and estate planning documents; complete MassHealth Applications by compiling and organizing verifications; will correspond directly with clients, and assist with public trainings and presentations.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Be a true business partner and subject matter expert to your clients, listening to their needs and providing your team's technical expertise to help them accomplish their master planning and landscape design goals.
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Acts as financial advisor for investments, estate planning, and taxes for the family ownership members. Responsible for overseeing monthly, short, and long-term budgetary and financial planning goals along with other financial management issues.
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Collaborate with Store Planning Management, Design Department, Store Operations, and Merchandise Planning and Analysis. 4 years related planning experience, preferably in retail design, store planning, interior design or architecture.
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Possess an ability to learn and understand with ability to explain wealth transfer and estate planning concepts and how they relate to protection insurance sales. SterlingBridge offers more than a half-century of insurance industry know-how, insurtech leadership, and a "We're On It" spirit.
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Coordinate and monitor tenant improvement projects from space planning, cost estimates, contract negotiation and construction through punch list and tenant occupancy. Privately owned commercial real estate management, development and construction services organization with several million sf of property under direct management in Massachusetts.
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Efficient fleet utilisation, resource planning and cost control (whilst always ensuring the operation is both effective and compliant) Blackpole Easte trading Estate Blackpole Road Worcester, United Kingdom.
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Five or more years of experience as an estate planning attorney. Prepare estate planning documents, including wills, trusts, powers of attorney, beneficiary designations, and letters of intent.
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Draft client communications regarding estate plans, including explanatory letters and implementation instructions. This position can be part-time or full-time with a hybrid or fully remote work schedule.
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Our client is a full-service financial advisory practice in Westborough that serves high net worth and emerging high net worth clients with wealth management, tax-efficient savings strategies, estate planning, risk management, and retirement planning.
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In conjunction with Store Planning Manager, assigns projects for all new stores, relocations, expansions, remodels, and special projects for designated retail chains to Store Planning associates and outside consultants.
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Manage a caseload of trust and estate matters, including estate planning, probate administration, and trust administration. Provide legal advice and counsel to clients on estate planning strategies and asset protection.
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