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- ...service · Must have strong written and verbal communications skills · Superior computer skills including Microsoft office and hotdocs. Knowledge of Time Matters a plus · Must be detail-oriented and organized with good analytical and problem-solving ability · Ability...SuggestedWork at office
$90k - $100k
...maintain electronic deal folders and draft email templates for attorney review. Prepare first drafts of defeasance documents using HotDocs Author. Review title commitments and assist in drafting mortgage releases, UCC terminations, and closing instruction letters;...SuggestedWork at officeRemote work- ...Superior communication and mathematical skills are a must. Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus. Highly organized and possess the ability to prioritize, be a team player, and have excellent written...SuggestedWork at officeRemote work
- ...REQUIRED 3+ years of Litigation Secretary experience Experience with Microsoft Word, Excel, Outlook, Adobe Acrobat Pro, CompuLaw and HotDocs Experience in Healthcare (preferred) ***Candidate must be able to commute to our Costa Mesa office on a hybrid schedule. Join...SuggestedWork experience placementWork at officeImmediate start
- ...Skills Client service Research Project management Accounting Mailings FRP and/or CLA certifications preferred Technical Knowledge HotDocs BNA 706 tax preparation MS Office Suite Benefits Market-leading compensation package Excellent health, disability, vision, dental,...SuggestedFull time
- ...Skills Experience with e-filing procedures for probate courts Familiarity with probate and estate administration processes Knowledge of HotDocs or similar legal document automation tools To Apply Interested candidates should apply directly via LinkedIn Seniority level...SuggestedFull timePart timeWork at office
- ...Skills, Abilities and Other (KSAOs) Must possess working knowledge of Microsoft Office Suite; Salesforce and Conga CLM, IJET II, HotDocs and Docusign a plus Must be detail oriented, accurate, timely, consistent, reliable, efficient, self-motivated and flexible Must...SuggestedContract workTemporary workWork at officeFlexible hours
- ...procedures. Ability to lead and foster teamwork and change. Desired Skills College degree preferred. Working knowledge of LoanIQ, HotDocs, and Credit Center. Commercial real estate loan experience. Paralegal experience is beneficial. Comprehension of commercial...SuggestedFull timeWork at officeShift workDay shift
- ...What You’ll Bring: 5+ years of T&E paralegal experience in a law firm Experience with estate tax software (ONESOURCE/FastTax), HotDocs, and Microsoft Word Strong attention to detail and communication skills Ability to manage multiple matters independently College...SuggestedFull time
$90k - $120k
...Windows-based computer programs, including FPS (or comparable) Accounting and Tax preparation software, Microsoft Word, Excel, Outlook, HotDocs, and Eval. Prior experience preparing Federal and State estate tax returns (Forms 706 and ET-706) is preferred. We are also open...Suggested$80k - $160k
...Comfortable communicating with clients, financial planners, and accountants Proficiency in estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word preferred Superior communication, organizational, and mathematical skills Ability to prioritize, work...SuggestedFull timeRemote workWork from homeFlexible hours- ...proficiency with Microsoft Word, including track changes, advanced formatting, and template creation Experience with Contract Express, HotDocs, or similar document automation tools Familiarity with document management systems (NetDocuments preferred) Strong organizational...SuggestedFull timeContract workWork at office
$185k
...administration, trust administration, and estate tax preparation Proficiency with Microsoft Office and experience with One Source (FPS) , HotDocs , and Surrogate’s Court electronic filing systems Strong organizational and communication skills, with the ability to interact...SuggestedWork at office$90k - $115k
...coordinate probate of Wills and appointment of personal representatives and assist in preparation for hearings, including use of a HotDocs probate drafting system. Assist clients to identify, collect, and document assets, use EstateVal software and interface with qualified...SuggestedFull timeWork at office$76.5k - $162.5k
...trust and estate administration Strong mathematical and communication skills Proficiency in estate tax software (ONESOURCE/Fast Tax), HotDocs , and Microsoft Word Ability to work independently and collaboratively in a fast-paced environment Highly organized with...SuggestedFull time- ...release amongst other activities. Commercial Loan Documents Coordinate all commercial document preparation activities through HotDocs Work jointly with Underwriter, coordinate document preparation activities involving outside counsel Review draft and executed...
- ...knowledge of Microsoft Office Suite Must show capacity to learn other systems as required - such as Salesforce, Conga CLM, IJET II, HotDocs and Docusign Must be detail oriented, accurate, timely, consistent, reliable, efficient, self-motivated and flexible Must be...Contract workTemporary workWork at officeFlexible hours
- ...managing multiple priorities under tight deadlines. Familiarity with estate planning and tax software (e.g., GEMS, WealthCounsel, HotDocs) is a plus. LL.M preferred in Taxation or Estate Planning. Bar admission in one or more states in which the Firm has an office and...Work at office
$60k - $75k
...Familiarity with legal case and billing software; experience with FileSite, CMS, SmartTime, Aderant, Wealth Counsel, Estate Works, and HotDocs is a plus About the Firm This firm is recognized for its deep expertise in Trusts & Estates law, with a reputation for providing...Full timeWork at office$76.5k - $162.5k
...of estate assets and trust funding. Draft deeds and conduct related deed work. Utilize estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word for documentation and compliance tasks. Maintain superior organizational and communication standards to deliver...Work at office$75k - $85k
...reservations Superior working knowledge of Outlook and Word, including styles and redlining Proficiency in Adobe Acrobat, Visio, iManage and HotDocs strongly preferred Highly organized and detail‑oriented with the ability to manage multiple transactions simultaneously Salary and...Flexible hours- ...deals and submit to marketing for press releases. Broker Process Generate initial drafts of commission and listing agreements in HotDocs; review revisions to agreements and obtain legal assistance where needed for changes to our standard forms. Process broker...Work experience placementWork at office
$130.8k - $213.4k
...tax returns (using ProSystem software) Surrogate's Court pleadings in probate and administration proceedings (using Lexis-Nexis HotDocs) Projections to illustrate various estate planning techniques (using Brentmark Estate Planning Tools) Direct communication with...Full timeTemporary workWork at office- ...Adaptability, Agility, Humility, Low-Ego, and Team-First Mentality # Process Improvement & Legal Operations Mindset Experience With HotDocs automation software, LawVu project management, CoCounsel AI, eDiscovery tools, legal operations platforms, and e-billing system a...Full timeContract work
$60k - $80k
...programs Able to speak and write clearly Excellent phone manner Willing to learn software programs such as QuickBooks, Quicken, HotDocs, and Clio Benefits (continued) Paid vacation and holidays Employer contribution towards Health Insurance, Optical and Dental Insurance...Work from homeFlexible hours$4,371 - $5,748 per month
...and rules. Above average skill/experience working with programs such as Microsoft Word, Word Perfect, Excel, Prolaw, Outlook, HotDocs, and other Windows based legal tools, as well as the Bluebook and California Style Manual. Excellent English grammar and spelling...Permanent employmentFull timeWork at officeRemote work
