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Document Management: Organize and maintain client files, documents, and records related to estate planning matters. Responsibilities: Client Communication: Interact with clients to gather information, answer questions, and provide updates on the estate planning process.
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Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration.
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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. Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.
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Estate Planning Analysis: Assist attorneys in analyzing clients' financial situations, family dynamics, and estate planning goals. Document Preparation: Draft estate planning documents, including wills, trusts, powers of attorney, advance directives, and beneficiary designations.
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Working within a law firm's tax or estate planning department, you will assist in structuring tax-efficient estate plans, drafting estate planning documents, and providing guidance on wealth preservation and transfer strategies.
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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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Conduct legal research and analysis to support estate planning strategies, tax planning initiatives, and client advisory services. Client Advisory: Provide strategic tax and estate planning advice to high-net-worth individuals, families, and business owners.
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Previous experience in tax law, estate planning, or trust administration preferred. Legal Research: Stay abreast of developments in tax law, trust law, and estate planning techniques.
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Evaluate the tax implications of various estate planning strategies, including lifetime gifting, charitable giving, and business succession planning. Trust Administration: Provide legal guidance to trustees and fiduciaries on the administration and management of trusts.
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Draft wills, trusts, powers of attorney, healthcare directives, and other estate planning documents to facilitate the transfer of assets and minimize tax liabilities. Wealth Preservation: Advise clients on wealth preservation and asset protection strategies to safeguard assets from creditors, lawsuits, and other potential risks.
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Excellent drafting skills, with experience in drafting wills, trusts, and other estate planning documents. Communicate complex tax concepts and estate planning strategies in a clear and understandable manner.
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Client Communication: Interact with clients to gather information, answer questions, and provide updates on the estate planning process. Job Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process.
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Our client in Hackensack, NJ is looking for an Estate Planning Paralegal for a full time position. 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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Reporting to the Community Manager, the Community Life Service Coordinator (SC) develops and coordinates support services for residents of Cottage Gardens in Yonkers, NY. The Service coordination will ensure resident and community success through close work with property management, building and sustaining relationships with local and regional partners, planning programs and other on-site opportunities for residents, and working one-on-one with residents to assist them in achieving their goals.
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wealth management client service associate estate planning on site jobs in Yonkers, NY
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