Senior Trusts & Estates Paralegal (Probate & Planning)
LHH
LHH is seeking an experienced Trusts & Estates/Probate Paralegal to join its Private Wealth practice. This role suits a transactional-minded professional who thrives in a collaborative, fast-paced environment and enjoys working with attorneys, clients, and fiduciaries on estate planning, trust administration, and probate matters. You will support a busy team, manage competing priorities, draft wills and trusts, handle probate filings, inventories, and accountings, coordinate with financial #J-18808-Ljbffr LHH
- Our client in Dallas, Texas is seeking a Trust & Estates Legal Assistant for a Direct Hire opportunity. This is an in-office position.... ...attorneys. Role involves supporting one attorney with estate planning, probate, and related matters; managing calendars and deadlines;...SuggestedWork at office
- ...Association of America (TIAA) in Dallas, TX, is seeking a Senior Paralegal for hybrid work engagement. The role supports law-related initiatives... ...collaborate with attorneys to prepare client flowcharts, estate planning materials, and summarize #J-18808-Ljbffr Teachers...Senior
$30.67 - $43.17 per hour
...MO, USA Dallas, TX, USA Full time R260300028 The Senior Paralegal conducts legal research (e.g., due diligence,... ...collaboration with WPS attorneys, review and summarize estate planning documents including, Wills, Revocable Trusts, Irrevocable Trusts, Charitable Trusts and Deeds...SeniorFull timeWork experience placementWork at officeFlexible hours$75k
...Job Description Job Description JOB TITLE : Trust & Estates Legal Assistant PAY RATE : up to $75k TYPE : Direct hire | ONSITE... ...within the Trust & Estates practice • Assist with estate planning, probate, and related Trust & Estates matters • Prepare, revise,...SuggestedTemporary workWork at officeShift work- Preferred Legacy National Trust Bank seeks a Senior Wealth Strategist to serve high net worth clients as the family strategist for trusts and estate administration. You will generate new business, partner with the advisory team, and act as the primary contact for established...Senior
- ...Primary Responsibilities: The Probate Paralegal will assist with probate, estate administration, heirship, estate planning, and related matters. Responsibilities may include: • Managing uncontested probate matters from intake through closing; • Preparing...Work at officeShift work
- ...seeking a Legal Assistant to support its Trusts & Estates practice in Dallas, TX. This role is... ...with backgrounds in trusts & estates, probate, and or family law are encouraged to apply... ...Prepare and organize estate planning documents and client files Manage calendars...Temporary workWork at officeVisa sponsorship
$58.1k - $81.3k
...seeking a detail-oriented Administrative Assistant to support the Estate Planning Practice Group in Dallas. This role provides administrative... ...maintaining client indexes and records for estate planning, trust, tax, and related matters Perform other administrative duties...Full timeWork at office- ...Seeking a Paralegal with experience in real estate transactions and/or estate planning . The ideal candidate is organized, detail-oriented, and able to manage multiple... ...care proxies. Support attorneys with probate filings, trust administration, and client communications....Work at officeLocal areaMonday to Friday
- ...and highly respected law firm is seeking an experienced Trusts & Estates / Probate Paralegal to join its growing Private Wealth practice. This is an... ...attorneys, clients, and fiduciaries on sophisticated estate planning, trust administration, and probate matters. Annual bonus...Temporary workPrivate practice
- ...development of complex investment management and trust accounts and working with team members to... ...retention, assisting clients with wealth planning needs, and managing risk.Responsibilities... ...five years of trust administration and estate planning experienceTechnical expertise in...SeniorWork at officeFlexible hoursDay shift
- ...an Executive Wealth Strategist to serve as the quarterback for senior executives, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs. You will build trusted relationships and coordinate with advisors to tailor...Senior
- ...Job ID#: 42874 Legal Assistant (Trust/Estate Planning) JOB REQUIREMENTS 5+ years of on-the-job experience necessary to perform complex administrative duties in a professional setting. SKILLS AND KNOWLEDGE Proficient with Microsoft Office software, including...Full timeWork at office
- Overview The Legal Assistant/Paralegal provides administrative and legal support for assigned attorneys, as... ...as other attorneys and legal assistants in the estate planning group, in support of estate planning and probate matters at the Firm. Major Responsibilities/Activities...
- A specialist staffing agency is seeking a Legal Assistant/Paralegal in Dallas, Texas, to provide essential administrative and legal support for attorneys in the estate planning and probate practice. The ideal candidate should have at least 3-5 years of experience in estate...
- Unity Search is retained by a prominent family office to attract a Tax Manager specializing in high net-worth estate planning and trust administration. The role will support private trust operations, advise on estate plans, and ensure tax compliance across related activities...SeniorWork at office
$124k - $335k
...OpportunityAs a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...and implementing strategic tax planning initiatives to address client needs- Drafting... ...with clients and stakeholders to foster trust and collaboration- Coaching and...SeniorFull timeH1bLocal area- ...SENIOR WEALTH STRATEGIST This position may work from our Nasvhille... ...The Preferred Legacy National Trust Bank is a federally chartered... ...solutions across trust and estate administration, retirement and... ...seamless execution of complex planning strategies, with a focus on preserving...SeniorTemporary workH1bWork at officeLocal areaFlexible hours
- ...to join our Tax practice.ResponsibilitiesServe as a trusted advisor to family enterprises, family offices, high-net-worth individuals, trusts, estates, and closely held businesses by delivering strategic tax planning, compliance, and advisory servicesLead and oversee complex...SeniorWork at officeLocal area
- ...their goals.Job DescriptionThe Global Trusts & Estates Practice is an integral part of the services... ...recognized for our succession planning, advice and trust services.Job Responsibilities... ...Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience...SeniorLocal area
- Position: Senior Advisor, Trust & Wealth Management - Dallas, TX Location: Dallas, TX Job Id: 1082 # of Openings: 1 Position Summary The... ...effectively with team members and clients regarding financial planning and long-term investment strategies, support existing...SeniorWork at office
- ...Senior Paralegal Vela Wood is a boutique law firm and the best at what we do - but our mission... ...insurance Matching 401(k) retirement plan Firm-paid short-term and long-term disability... ...) A people-first culture that values trust, transparency, and collaboration over...SeniorTemporary workWork at officeWork from home
$101.2k - $129.03k
As the Private Wealth Services Tax Senior Associate, you’ll perform compliance services... ...tax returns and provide income, estate, and gift tax planning strategies for your high net worth,... ...worth clients for estate, wills and trusts taxation, and individual income taxes...SeniorInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$29.28 per hour
...Job Title: Senior Paralegal Job Category: Service Contract Act Time Type: Full time Minimum Clearance Required to Start: DOJ MBI... ...purpose - to ensure the safety of our nation. An environment of trust. CACI values the unique contributions that every...SeniorHourly payMinimum wageFull timeContract workWork experience placementInternshipWork at officeFlexible hours- ...Trusts & Estates Legal Assistant Our client, a well-established Dallas law firm located in Uptown is seeking an experienced Trusts & Estates... ...a legal professional with strong Trusts & Estates, and/or Probate experience who is looking for a sophisticated practice...Temporary workWork at office
- PwC is seeking a Financial Markets & Real Estate - General Corporate Real Estate Consultant - Manager to lead client engagements and... ...client goals. As a Manager, you will steward project success from planning through execution, leveraging modeling and forecasting to...Senior
$31 - $38 per hour
...currently seeking an experienced, full-time Paralegal to support our Real Estate Practice Group. We encourage... ...operating agreements, corporation bylaws, trust documents, entity certificates, and other recordsAssist with estate planning real estate conveyances, such as...Hourly payFull time- Edward Jones in the United States seeks a Senior Estate Strategist to serve high‑net‑worth clients with deep estate planning expertise. You will collaborate with internal teams and external providers to implement strategies that align with clients' financial plans and...Senior
- ...of four dedicated attorneys focusing on estate, trust, guardianship, and fiduciary litigation... ...work related to estates, including probating wills, contesting wills or trusts, guardianship... ...with attention to detail. Seniority Level ~ Entry level Employment...Full time
$230k - $295k
...institutions, and developers use Circle to power trusted, internet-scale financial innovation.... ...for money.Collaborating with senior product leadership and other product managers... ...developers.Launch Excellence: Drive go-to-market planning and execution for feature launches in...SeniorFlexible hours
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