Estate & Trust Paralegal — Probate, Tax & Liaison
H. T. PROF Group
H. T. PROF Group seeks an experienced Paralegal to join the estate and trust administration team in Naples, FL. This full-time, onsite role supports high-net-worth estate matters including probate, trust settlement, and related federal transfer tax filings. Responsibilities include managing administration from asset collection to distributions, drafting probate and fiduciary documents, and preparing tax returns (Form 706, 709, 1041). Strong Florida e-filing and software experience required. #J-18808-Ljbffr H. T. PROF Group
- Shulman Rogers' Estates, Trusts, and Probate practice group is seeking a paralegal with 2+ years of experience in estate and trust administration. The ideal candidate... ...assets. Preparation of Federal and State estate tax returns. Overall management of estate and trust...TaxFull timeWork at officeLocal areaWork from home
- ...client seeking an experienced Paralegal to join their estate and trust administration team in... ..., with a focus on Florida probate, trust settlement, and related federal transfer tax filings. What You’ll Do: Manage... ...communication and act as liaison between attorneys and...TaxFull timeWork at office
$90.5k - $150k
...Job Description Job Description Trust & Estate Administration Paralegal Based in New Jersey or New York,... ...inception through closing including probate and surrogate court filings in New Jersey... ...of federal and state estate tax returns fiduciary income tax returns...Tax$24 - $27 per hour
...balanced spreadsheet)? If a probate filing going out ahead of... ...-hearted Legal Assistant / Paralegal to join our estate planning and probate team.... ...Report and Best Lawyers in Trusts & Estates. What You'll Do... ...organize information for estate tax returns with careful...TaxHourly pay$60k - $70k
Estate Planning and Probate Paralegal Egerton, McAfee, Armistead & Davis, P.C. | Knoxville, Tennessee About Us Egerton McAfee is a long... ...firm serving clients in corporate civil law, tax, business, estate planning, trusts, probate, real estate, and related matters. About...Tax- Summary Description: Trusts and Estates Paralegal - supports attorneys throughout all legal processes. Areas... ...and trusts, and preparation probate pleadings Maintain financial records of... ...key deadlines Prepare and review gift tax returns and estate tax returns and review...TaxWork at officeLocal area
- Egerton, McAfee, Armistead & Davis, P.C. in Knoxville, TN, seeks an Estate Planning and Probate Paralegal to support attorneys and clients through estate planning, probate, and trust administration. You will organize client information, draft high-quality documents, track...
- ...Probate Paralegal Job description: Seeking an experienced Estate and Trust Paralegal for in office position, East of the River law firm. Responsibilities Include: Interpreting... ...and financial accountings Preparing estate tax and fiduciary income tax returns Requirements:...TaxFull timeWork at officeMonday to FridayDay shift
$60k - $80k
...Law Group, a leading firm specializing in estate planning and estate administration, is seeking a skilled Trust and Estate Paralegal to join our Bayonne, New Jersey office. Our... ..., powers of attorney, deed transfers and probate filings. Conduct legal research and gather...Work at officeFlexible hours- ...practice in Jupiter, Florida, is seeking an experienced Estate Planning and Probate Paralegal. We are looking for a compassionate, organized professional... ...: Independently manage estate planning and probate and trust administration files from initial client meeting through...Work at office
- Winderweedle, Haines, Ward & Woodman, P.A. seeks an experienced Probate and Trust Administration Paralegal for its Winter Park office. You will support attorneys in managing decedent estates and trusts, including drafting pleadings, asset inventories, fiduciary communications...Work at office
- ...P.A., a long-established and highly regarded Winter Park law firm, is seeking an experienced Probate and Trust Administration Paralegal to join its Wills, Trusts and Estates Department. The ideal candidate will have a minimum of 5 years of experience handling all aspects...Work at officeLocal area
- ...Haines, Ward & Woodman, P.A., a long-established Winter Park law firm, seeks an experienced Probate and Trust Administration Paralegal to support the Wills, Trusts and Estates Department. The ideal candidate will have a minimum of five years handling probate and trust...
- NACBA in Vernon, CT is seeking an experienced Probate Paralegal to work in-office and support estate and trust administration. You will interpret wills, value assets, and handle related administrative tasks with a focus on accuracy and client service. The role requires...Work at office
- A reputable law firm in Brooklyn is seeking an experienced Litigation Paralegal to provide legal support in trusts, estates, and probate law. The ideal candidate has a minimum of 4 years of experience and proficiency in legal writing and research. This role offers an opportunity...
- Shulman Rogers' Estates, Trusts, and Probate practice group is seeking a paralegal with 2+ years of experience in estate and trust administration. The ideal candidate will provide substantive legal support to our attorneys in all aspects of trust and estate administration...Remote jobFull timeWork at officeWork from home
- ...Golden Oaks Law Group, LLP is a full-service trust and estates law firm. The firm deals with all... ...clients preserve their legacy, optimize tax efficiencies, and achieve their financial... ...distribution purposes. Serve as the firm's liaison to the assigned appraiser, preparing all...Tax
- The Wealth Strategies Paralegal will work with our attorneys specializing in private client services, trusts and estate planning. Primary responsibilities will consist of preparing and... ...on estate planning and estate and gift tax topics. Communicate with clients, beneficiaries...TaxHourly payFull timeWork at office
- ...join the Taxation & Wealth Planning Department. The ideal candidate will bring a well-rounded background across estate planning, tax planning, probate, and trust and estate administration to deliver practical strategies for individuals and families. You will collaborate...TaxWork at office
- ...Are NetLaw is a tech-enabled estate planning platform serving wealth... ...& Corporate Transaction Paralegal to join our team. This role is... ...entity formations to support trust and ownership structures across... ...recording requirements, transfer taxes, exemptions, notarization standards...TaxRemote jobWork at office
- ...'re looking for a mid-level trusts and estates attorney who wants more than... ...uncontested court matters including probates, conservatorships, and... ..., and work alongside our paralegal team. For the right person,... ...instruments. Advise on estate tax planning, asset titling, beneficiary...TaxFull time
- Meyer Law Firm in Jupiter, Florida is seeking an experienced Estate Planning and Probate Paralegal to join a client-focused team. The role emphasizes building relationships, taking ownership of work, and guiding families through life transitions. Ideal candidates will have...
- ...courtroom skills; willingness to learn probate law (prior probate experience not required... ...mid-sized firm where associates are trusted with genuine responsibility early in their... ...with business litigation, real estate, and tax controversy. Houston's concentration of...Tax
- ...Beach office. The ideal candidate will have four to ten years of experience and a well-rounded background across estate planning, tax planning, probate, and trust and estate administration. This role is suited for an attorney interested in developing as a trusted adviser...TaxFull timeTemporary workFor contractorsWork at officeLocal area
- Shumaker is seeking a Wealth Strategies Paralegal to work with attorneys specializing in private client services, trusts, and estate planning in our Sarasota, Florida office. The role focuses on preparing and maintaining estate planning documents and providing timely client...Work at office
- The Manager of Estate Planning and Trust Administration will work under the general supervision of the... ...administration of foundation in compliance with tax laws Assist with structuring and... ...administration of estates, including probate proceedings, estate settlement and...TaxWork at officeFlexible hours
- ...About Northern Trust As a global leader in innovative wealth management, asset servicing... ...assets in small to medium-sized probate estates and taxable trusts. Decides all substantive... ...questions arising within the estate, including tax elections, use of tax reserves,...TaxWork experience placementH1bLocal areaWorldwideFlexible hours
- ...at Senior Associate, Senior Counsel, or Member (Partner) level to join the Trust & Estate Practice. The team serves individuals and businesses with wills, trusts, estate planning, and related tax matters, emphasizing client relationships and teamwork. Ideal candidates...Tax
$125k
...relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration...TaxFull timeBank staffLocal areaShift work- ...Senior Associate, Senior Counsel or Partner level to join its Trust & Estate Practice in the Naples, FL office. Location: Naples, FL. Ideal... ...eligible within one year), with a J.D. and preferably an LLM in tax or estate planning, plus at least five years of experience in...TaxWork at office
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