estate planning assistant

Acc Success

Our growing estate planning law firm is seeking an experienced Estate Planning Paralegal to join our team. If you are organized, detail-oriented, dependable, and passionate about helping families protect their assets and legacy, we&rsquo;d love to speak with you. Must be a people person who enjoys client interactionsAbout the RoleThe Estate Planning Paralegal will support our attorneys through the full lifecycle of estate planning matters, including intake, drafting, file management, and client communication. You will play a key role in ensuring clients receive exceptional service and a smooth, streamlined experience.Must-Have Qualifications<ul><li>Minimum 2 years of hands-on estate planning paralegal experience</li><li>Strong understanding of estate planning documents, including:</li></ul>WillsRevocable living trustsPowers of attorneyAdvance directivesDeeds<ul><li>Experience preparing client questionnaires, organizing files, and supporting attorneys throughout drafting and signing processes</li><li>Exceptional attention to detail and accuracy</li><li>Strong communication skills for direct client interaction</li><li>Ability to manage multiple matters in a fast-paced law firm</li><li>Experience in drafting, reviewing, editing and proofreading wills, trust, powers of attorney, advance directives and deeds, with accuracy and precision.</li></ul><ul><li>Reviewing with clients wills, trust, powers of attorney, advance directives and executions of the same documents.</li><li>Effective communication skills including professional phone etiquette are important for interacting with clients and team members.</li></ul><ul><li>Interviewing and gathering information from clients to prepare estate planning documents.</li><li>Organize and maintain case files through legal case management systems like Clio and Asana.</li></ul>Nice-to-Have Qualifications<ul><li>Probate experience (petitions, notices, filings, estate administration steps)</li><li>Experience with law firm case management software</li><li>Experience working in a high-volume legal practice</li></ul>Key Responsibilities<ul><li>Assist attorneys with all stages of estate planning matters</li><li>Prepare, organize, edit and finalize estate planning documents</li><li>Manage client communication, scheduling, and follow-up</li><li>Interview and gather information from clients to draft and execute estate planning documents</li><li>Maintain accurate client files and document checklists in legal case management systems</li><li>Support signing appointments and ensure documents are properly executed</li><li>Coordinate updates, amendments, and document delivery to clients</li><li>Draft deeds and corporate assignments to fund trusts</li><li>Work collaboratively with attorneys and support staff</li><li>Help with presentations and workshops</li><li>Support administrative functions including phone etiquette, scheduling appointments, filing documents, and providing executive administrative support when needed.</li><li>Preparing binders to deliver to the clients their executed estate planning documents</li><li>Record deeds</li></ul>Pay: $50,918.68 - $61,321.42 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Estate Planning Paralegal

Prairie Ridge Health

<div>Amundsen Davis, a respected full-service business law firm, is seeking a skilled, detail-oriented Legal Assistant to join our collaborative legal team. If you have a strong background in Trusts &amp; Estates and Corporate and thrive in a fast-paced, client-focused environment, this is an excellent opportunity to make a meaningful impact. You&rsquo;ll work closely with attorneys to manage estate matters from start to finish, ensuring accuracy, organization, and exceptional client service.

Essential Duties and Responsibilities
<ul>
<li>Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives</li>
<li>Assist with mailing/filing income tax returns, gift tax returns, and estate tax returns</li>
<li>Maintain and create Corporate Records</li>
<li>Organize and maintain electronic and physical client files, estate documents and trust records</li>
<li>Coordinate signatures, notarization, and documents execution (including e-signtaure platforms such as DocuSign).</li>
<li>Enter attorney timeslips into iTimekeep</li>
<li>Serve as a primary client contact, ensuring timely communication with beneficiaries and related professionals</li>
<li>Support attorneys with case management from inception through resolution</li>
</ul>
Required Competencies, Education and Experience
<ul>
<li>5+ years of legal experience, in Trusts &amp; Estates</li>
<li>Proficiency in fiduciary accounting and legal case/document management</li>
<li>Excellent organization, accuracy, and communication skills</li>
<li>Bachelor&rsquo;s degree preferred</li>
<li>This position requires regular and predictable in-office attendance</li>
</ul>
What We Offer
<ul>
<li>Competitive pay ($50,000 - $70,000 a year)</li>
<li>Hybrid Work Schedule</li>
<li>Benefits, following 30 days of employment</li>
<li>Supportive, team-focused environment</li>
<li>Professional growth</li>
</ul>
This position is not open to recruiters.

Amundsen Davis, LLC is a full-service business law firm comprised of 260 attorneys headquartered in Chicago. As one of the fastest growing law firms in the Midwest, we understand the entrepreneurial thinking that drives business decisions for our clients. We use this insight to respond to the needs of clients creatively, expediently and pragmatically. The firm handles the transactional, labor and employment, and litigation needs of companies across the U.S. Our experience in both litigated and transactional matters makes us a unique partner for your business. The law firm has offices in the following locations: Chicago, Crystal Lake, St. Charles, and Rockford, IL; Columbus, and Cleveland OH; Milwaukee, Appleton, Brookfield, Green Bay, and Madison, WI; St. Louis, MO; and Indianapolis, IN.

Amundsen Davis, LLC is an Equal Opportunity Employer. We support and encourage workforce diversity. We do not discriminate because of an individual&rsquo;s race, color, religion, gender, national origin, sexual orientation, gender identity or expression, ancestry, citizenship, creed, marital status, veteran status, age, family care giving responsibilities, genetic profile or predisposition, pregnancy or disability with respect to hiring, promotion, firing, compensation, or other terms, conditions, or privileges of employment.
Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Legal Assistant

Casagrand Builders Pvt Ltd

Position: Assistant Manager &ndash; CRM Location: Dubai Industry: Real Estate DeveloperJob Summary: We are seeking a proactive and customer-focused Assistant Manager &ndash; CRM with prior experience in the real estate development sector. The role involves managing post-sales activities, ensuring high customer satisfaction, handling documentation, and maintaining effective communication between customers and internal teams.Key Responsibilities:&middot; Manage the end-to-end customer relationship process from booking to handover.&middot; Coordinate with sales, finance, projects, and legal teams to resolve customer queries.&middot; Handle customer documentation, agreement execution, and payment follow-ups.&middot; Ensure timely updates to customers regarding project progress and possession timelines.&middot; Address customer concerns and provide effective resolutions.&middot; Support in CRM data management and maintaining accurate records.&middot; Assist in planning and executing customer engagement initiatives.&middot; Generate reports and MIS for management review.Requirements:&middot; Bachelor&rsquo;s degree in Business Administration or related field.&middot; Minimum 3&ndash;6 years of experience in CRM within a real estate developer firm (mandatory).&middot; Excellent communication and interpersonal skills.&middot; Strong organizational and problem-solving abilities.&middot; Proficiency in MS Office and CRM software.&middot; Ability to work under pressure and meet deadlines.Job Type: Full-timePay: AED6,000.00 - AED8,000.00 per month

Asst. Manager -CRM

Qlinks Properties

Position: Assistant Sales Manager Industry: Real Estate &amp; Property DevelopmentThe Assistant Sales Manager will support the Sales Manager in planning, executing, and optimizing sales operations for the company&rsquo;s real estate and property development projects. The role involves assisting in team management, client and investor relations, sales coordination, and market analysis across residential, commercial, and mixed-use developments. The ideal candidate will be organized, market-savvy, and capable of driving results in a fast-paced real estate environment.Key Responsibilities<ul><li>Assist in the development and implementation of sales strategies for residential, commercial, and mixed-use projects.</li><li>Support the Sales Manager in leading, training, and motivating the sales team to achieve assigned targets.</li><li>Coordinate and oversee booking processes, client negotiations, and deal closures.</li><li>Build and maintain strong relationships with investors, channel partners, brokers, and real estate agencies.</li><li>Work closely with the marketing team to ensure alignment between promotional campaigns and sales goals.</li><li>Monitor sales performance, prepare regular reports, and analyze market trends and customer feedback.</li><li>Assist in managing project-wise pricing, inventory control, payment plans, and sales offers.</li><li>Represent the company at property exhibitions, investor meetings, site visits, and promotional events as required.</li><li>Ensure accurate and timely documentation of sales transactions, commissions, and client records in CRM systems.</li><li>Coordinate with development, finance, and customer support teams to ensure smooth project updates and client communication.</li></ul>Qualifications &amp; Skills<ul><li>Bachelor&rsquo;s degree in Business Administration, Marketing, Real Estate, or a related field (MBA preferred).</li><li>3&ndash;5 years of relevant experience in real estate or property sales, with exposure to team coordination or leadership.</li><li>Proven ability to support and achieve sales targets in real estate projects.</li><li>Strong communication, negotiation, and interpersonal skills.</li><li>Good understanding of Lahore and regional property markets.</li><li>Proficiency in CRM software and MS Office (Excel, Word, PowerPoint).</li><li>Ability to work independently, manage multiple priorities, and meet deadlines.</li></ul>Compensation &amp; Benefits<ul><li>Competitive salary package</li><li>Attractive commission structure</li><li>Performance-based incentives and growth opportunities</li></ul>Job Type: Full-timePay: Rs60,000.00 - Rs80,000.00 per monthWork Location: In person

AM Sales

Minnesota City Jobs

JOB
 The City of Duluth seeks an Assistant City Attorney to join our Civil Division team!At the direction of the City Attorney, and under the general supervision of the Deputy City Attorney, the Assistant City Attorney in this position will perform professional legal work, primarily in the areas of community and economic development, finance, public works and utilities. Experience in economic development, city planning, zoning, land use, commercial and residential property transactions, right of way, environmental law, real estate financing, and drafting agreements is preferred. Candidates for this position should be licensed in Minnesota, have a minimum of two years’ relevant legal experience, and possess excellent drafting, research, communication, and interpersonal skills.To apply: https://www.governmentjobs.com/careers/duluthmn/jobs/5178118/assistant-city-attorney-civil-division?pagetype=jobOpportunitiesJobs

Assistant City Attorney - Civil Division - Duluth

Tasheel Law Firm

OVERVIEWJob Title: Assistant Manager &ndash; Strategic Real Estate Advisory (Research &amp; Feasibility)Direct Reporting Relationships: Senior Manager &ndash; Strategic AdvisoryDepartment: Strategic Advisory / InsightsNumber of vacancies: 1Location: Riyadh, Saudi ArabiaRole PurposeThe Assistant Manager &ndash; Strategic Real Estate Advisory plays a core analytical role within the strategic consultancy function, supporting the delivery of market research, highest and best use studies, and development feasibility assessments. The role is research-driven and focused on producing robust, defensible analysis that informs strategic and investment decision-making. The position requires strong quantitative skills, structured thinking, and the ability to convert complex market data into clear strategic insights under the guidance of the Senior Manager.KEY ACCOUNTABILITIES &amp; ACTIVITIESKey Activities<ul><li>Undertake detailed market research covering demand&ndash;supply dynamics, sector performance, pricing, occupancy, and competitive benchmarking across real estate asset classes.</li><li>Support the preparation of feasibility studies including development assumptions, phasing, risk assessment, and sensitivity analysis.</li><li>Contribute to highest and best use (HBU) analysis by evaluating planning, market, financial, and development constraints and opportunities.</li><li>Maintain structured research databases and ensure consistency and accuracy of market inputs.</li><li>Assist in drafting advisory reports, ensuring outputs are logical, data-driven, and aligned with strategic objectives.</li></ul>Financial &amp; Analytical Responsibilities<ul><li>Build and maintain financial models including development cash flows, IRR, NPV, and scenario testing.</li><li>Test multiple development and investment scenarios and clearly articulate financial outcomes.</li><li>Support sensitivity analysis on key variables such as rents, pricing, costs, absorption, and yields.</li><li>Ensure assumptions are market-supported and internally consistent across reports and models.</li></ul>Project &amp; Stakeholder Support<ul><li>Support the Senior Manager in managing project timelines, deliverables, and internal coordination.</li><li>Liaise with internal teams to source data and ensure integrated advisory outputs.</li><li>Participate in client discussions where required, supporting the presentation of research findings and feasibility conclusions.</li></ul>Research &amp; Knowledge Development<ul><li>Conduct primary and secondary research including site visits, interviews, and data validation.</li><li>Track market trends, policy changes, and macroeconomic indicators relevant to real estate strategy.</li><li>Contribute to internal research papers, sector updates, and thought leadership materials.</li></ul>JOB SPECIFICATIONSEducation, Skills &amp; Experience Requirement&middot; Bachelor&rsquo;s degree in Real Estate, Urban Planning, Economics, Finance, or a related discipline.&middot; 4&ndash;6 years of experience in real estate advisory, research, feasibility analysis, or strategic consulting.&middot; Strong market research and analytical capability with attention to detail.&middot; Advanced Excel-based financial modelling skills and strong PowerPoint/report-writing ability.&middot; Ability to work across multiple assignments, manage data rigorously, and deliver under deadlines.Package&middot; Depending upon Experience.Job Type: Full-time

Assistant Manager – Strategic Real Estate Advisory (Research & Feasibility)

Crescent Title

Position: Escrow Officer AssistantLocation: New Orleans, LouisianaStarts: Interviewing Now!Company Summary:Crescent Title, LLC is the top title company in the New Orleans Metro area for the past 20 years with seven locations each managed by a highly skilled real estate attorney. We specialize in both residential and commercial real estate transactions, ensuring that all parties involved in the sale can proceed with confidence and peace of mind that their purchase and investment is safe. In addition to real estate transactions, we offer succession and will services, continuing education to real estate agents, business development, and business entity formations. Crescent Title prides itself on our communication skills and excellent customer service that we provide for each transaction.Does this sound like a company you want to work for? If so, keep on reading!Crescent Title is looking to add an Escrow Officer Assistant to its Lakeview Office in New Orleans to handle residential and commercial real estate transactions. The ideal candidate will have an understanding of the real estate closing and escrow process or has experience in a law firm and/or title company with real estate closings. All applications will be kept strictly confidential.Status: Full-TimeRate: TBD based on experience (includes salary, commission, 401K, bonuses, and medical and dental benefits)Escrow Officer Assistant Responsibilities:&middot; Handle real estate closing process from the signing of the contract to prior to act of sale&middot; Handle curative work and prepare associated documents&middot; Obtain and order payoffs&middot; Work closely with lenders, buyers, sellers, realtors, parish and municipal offices, and others.&middot; Collaborate with closing attorney and escrow officer/notarial in title curative matters.Escrow Officer Assistant Qualifications:* Previous real estate experience preferred*- Knowledge of Microsoft Office applications and SoftPro or other title and closing software.&middot; Detail-oriented and professional; able to appropriately handle confidential information.&middot; Strong customer service skills.&middot; Strong communication skills, both verbal and written.Benefits:&middot; Competitive Salary&middot; Quarterly profit share&middot; Medical Insurance&middot; Dental Insurance&middot; Vision Insurance&middot; Life Insurance&middot; 401(k)&middot; 401(k) matching&middot; Paid Time Off&middot; Flex Spending AccountJob Type: Full-timePay: $35,000.00 - $45,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li><li>Referral program</li><li>Vision insurance</li></ul>Work Location: In person

Escrow Officer Assistant

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