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Estate Planning Paralegal Salary: $65,000-$95,000 DOE Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.
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We are currently seeking an experienced Valuation Associate focused on Gift & Estate Valuations to join Withum's Forensic and Valuation Services Group. Preparing valuation analyses primarily for gift & estate tax purposes.
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Founded in 1971 , Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 2,000 investment sales and financing professionals in 80+ offices throughout the United States and Canada.
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Provide a quarterly deliverable to clients comprised of their net-worth, cash flow, risk management/insurance summaries, estate planning and tax planning. The Senior Tax and Estate Planner for Family Office Counseling actively supports a Family Office Counselor with various tasks related to oversight and reporting.
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Previous experience in any of the following industries: tourism, commercial real estate, hospitality, international business, etc. Founded in 1996, EarthCam provides live-streaming video, time-lapse construction cameras, and Software-as-a-Service (SaaS) for AI-powered visual asset management, leveraged through our intuitive Control Center 8 dashboard which integrates with leading project management software.
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We welcome those with experience in jobs such as Bookkeeper, Accounts Receivable Clerk, and Residential Real Estate Agent and others in the Accounting and Finance to apply. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
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Engage with our in-house real estate agent team, providing training on loan programs. We are hiring an experienced mortgage originator to work with our 11,000+ in-house real estate agents and receive at least 100 buyer leads per month.
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Job Overview: We are seeking a skilled Estate Planning Paralegal to join our legal team. -Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.
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Asset Management: Coordinate the transfer and titling of assets, including real estate, bank accounts, investments, and personal property. Job Title: Estate Planning ParalegalJob Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process.
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Seeking estate planning paralegal to join our New Jersey Office. Prior experience working as a paralegal in estate planning or probate administration preferred. Estate Planning Analysis: Assist attorneys in analyzing clients' financial situations, family dynamics, and estate planning goals.
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Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters. Document Management: Organize and maintain client files, documents, and records related to estate planning matters.
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You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration. Document Preparation: Draft estate planning documents, including wills, trusts, powers of attorney, advance directives, and beneficiary designations.
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Strong knowledge of estate planning concepts, legal terminology, and procedures. Ensure that beneficiary designations are consistent with clients' estate planning objectives and properly documented.
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Previous experience in tax law, estate planning, or trust administration preferred. Job Title: Tax, Trust & Estate AssociateJob Summary: As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advice to clients in matters related to taxation, estate planning, and trust administration.
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Communication with clients, probate clerks and other professionals, drafting of initial estate administration documents, assist with asset valuations, transfers and redemptions, collection of cash accounts, marshalling of assets, assistance with preparation of estate tax returns, drafting of distribution documents, and overall general assistance to trust and estate attorneys and paralegals in all other basis aspects of estate and trust administration.
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estate job Title: real estate agent licensed Company: The Tricia Turner Group in Woodcliff Lake, NJ
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