trust and estates paralegal

Trajan Wealth

<div>Job purpose
About Trajan Estate Law Firm: Trajan Estate Law Firm is a leading estate planning law firm dedicated to helping individuals and families secure their legacies and protect their loved ones' futures. We pride ourselves on providing comprehensive, compassionate, and personalized estate planning solutions. Our mission is to make complex legal processes accessible and empower our clients to make informed decisions about their wealth and assets.
We are seeking an Estate Planning Paralegal to draft trusts, wills, POA's, deeds and LLC documents. The ideal candidate will have an eye for detail, excellent typing, writing, editingphone skills, and work well under pressure. Client interaction skills are a must. We are looking for candidates with passion for providing an exceptional legal product and client experience, and excited to be part of a rapidly growing, evolving and innovative law firm.
Duties and responsibilities<ul><li>
Preparing trusts, wills, POAs, deeds, and LLCs - AZ and out-of-state</li><li>
Preparing estate binders</li><li>
Coordinating with clients, banks, financial advisors and insurance companies to assist our clients with funding their trust after they sign their documents</li><li>
Working on a local team of paralegals servicing both in-state and out-of-state attorneys</li><li>
Communicating with county recorders offices, corporation commission offices and secretary of state offices (in and outside AZ) to complete filings and recordings</li><li>
Working closely with financial advisors and other team members at our sister company, Trajan Wealth</li></ul> 
Qualifications<ul><li>
2+ years Paralegal experience or similar role.</li><li>
4-year college degree or a paralegal / legal assistant certificate. CLDP's also welcome to apply.
</li><li>Outstanding written and verbal communication capability</li><li>
Strong research and problem-solving skills</li><li>
Ability to work in a fast-paced environment with an ability to multi-task</li><li>
Proficient knowledge of Microsoft Outlook, Word, Excel, PowerPoint</li><li>
A positive attitude, well-organized, and detail-oriented, with a high tolerance for change.</li><li>
Knowledge of investing and/or estate planning.</li><li>
Strong communication and listening skills to uncover client needs</li><li>
Experience working with WealthDocx preferred</li></ul> 
Working conditions
This position is onsite at our Scottsdale corporate headquarters. This position requires sitting, standing, and the ability to lift 10 pounds.
Benefits<ul><li>
Starting Salary of $70,000 to $80,000 depending on experience.
</li><li>401k with matching component up 13%</li><li>
United Healthcare PPO Medical employee coverage paid by Company</li><li>
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available</li><li>
Generous holidays and PTO</li></ul></div>

Estate Planning Paralegal - 70-80K DOE

Stinson Leonard Street

Stinson LLP is seeking an Associate with 0 to 2 years of law firm experience to join the Tax Trusts & Estates Division in our Kansas City office.
 
Qualified candidates must be licensed or eligible to be licensed in Missouri and Kansas, have 0 to 2 years of experience in estate planning, probate, and trust administration, and have a strong interest in drafting.
 
The ideal candidate will possess excellent academic credentials, have strong writing, analytical, organizational, and communication skills, have the ability to convey complex concepts clearly, and have a proven ability to handle multiple projects with different teams and timelines.
 
Stinson's tax, trusts and estates attorneys represent individuals, executives, families, closely-held businesses, charitable organizations and individual and corporate fiduciaries. We focus on achieving our clients' personal, business and organization goals while preserving and transferring wealth for future generations.
 
Please apply online at https://www.stinson.com/careers-current-opportunities. Applicants should provide a resume, cover letter, unofficial law school transcript and a writing sample. For questions, contact recruiting@stinson.com. Please submit your application by no later than 45 days following the posted date. Applications received after this date may not be considered.
 
For information about Stinson, visit us at www.stinson.com and the NALP Directory of Legal Employers, https://www.nalpdirectory.com/.
 
Stinson LLP is an equal employment opportunity (EEO) employer. We encourage qualified minority, female, veteran, disabled, and other diverse candidates to apply to be considered for open positions. We offer a competitive compensation and benefits package. We conduct criminal background checks on all individuals offered employment. Information gathered through applicant voluntary self-identification will be used for statistical reporting and to measure the effectiveness of our EEO outreach efforts. All information is requested on a voluntary basis and will be kept confidential. We will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
 
Applicants with a disability that are in need of an accommodation to complete the Stinson LLP application process should contact Human Resources at 316.268.7962 or email stinson.humanresources@stinson.com.
 
By submitting an application, you certify the information provided is true to the best of your knowledge and belief. You understand that being untruthful in response to any of the answers provided within an application or any of the attached documents may lead to your termination in the event you are employed. If employed, you will be required to provide documentation showing you are legally authorized to work in the United States.
 
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
 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.

Trusts & Estates Associate Attorney - Kansas City

Campolo, Middleton & McCormick, LLP

Campolo, Middleton &amp; McCormick, a Forbes-recognized top corporate law firm with offices across Long Island, seeks a Trusts &amp; Estates Associate Attorney with at least 2 years of relevant experience to work closely with high-net-worth clients of the law firm and a multifamily office. We are seeking an attorney familiar with estate and trust planning, estate administration, and general business tax, with an interest in sophisticated estate planning strategies. This position is based in our Ronkonkoma office.Duties &amp; Responsibilities<ul><li>Assist in the creation of estate plans for high-net-worth clients and draft estate planning documents</li><li>Stay up-to-date and be able to advise clients on relevant state and federal tax laws</li><li>Advise shareholders of closely held corporations on estate and gift tax issues, executive compensation issues, and business succession</li><li>Advise on charitable contributions and formation and operation of charitable foundations</li><li>Work closely with clients&rsquo; other professional advisors including legal, accounting, and finance</li><li>Assist with general tax planning for corporate clients</li><li>Probate administration and trust administration</li></ul>Qualifications<ul><li>Admitted to practice in NYS</li><li>At least 2 years of related experience</li></ul>CMM is an equal opportunity employer.Job Type: Full-timePay: $110,000.00 - $130,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible spending account</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Trusts & Estates Associate

Mangieri Law Group

The Estate Planning Paralegal position supports the legal team with client engagement and communications, document preparation and management, workflow management, calendar administration and office conference management in the practice area of estate planning and administrative support. The ideal candidate is self-motivated to work independently and collaborates well with others in a fast-paced team environment. A positive attitude with the desire to strive for excellence is a must.Primary Job Responsibilities:&middot; Drafting a broad range of documents such as client engagement letters, deeds, limited liability company (LLC) formation documents, probate court petitions, powers of attorney and health care directives&middot; Reviewing completed documents thoroughly to check for errors in grammar, spelling, punctuation and formatting&middot; Preparing documents for review, implementing revisions to drafts, identifying and tracking outstanding documents, preparing cases for write-up, and finalizing documents for client signing are among the key document management responsibilities&middot; Establishing and maintaining calendar and deadline reminder systems, ensuring that attorneys and team members are kept up to date and are appropriately reminded of scheduling matters. Anticipates needs of assigned attorneys and team members.&middot; Interfacing with prospective clients and existing clients to ensure all of their needs and questions are responded to in a timely and comprehensive manner. This includes, but is not limited to, following up on proposals for new services, communicating meeting details, providing direction in preparation for meetings, administering drafts of legal documents, and drafting emails.&middot; Working closely with the legal team on day-to-day activities, including general administrative support, as required by legal and business needs&middot; Supporting basic accounting needs such as writing checks, tracking outstanding payments and processing credit card transactionsQualifications:&middot; An undergraduate degree preferred, paralegal certificate or related field of study, or equivalent work experience of three (3) plus years in the field&middot; Knowledge in using the Wealth Council system for drafting documents or another process from a previous legal firm<ul><li>Extreme attention to detail and organization; able to focus on multiple tasks simultaneously</li><li>Strong time management and prioritizing skills with the ability to meet assigned project deadlines</li><li>Exhibits a &ldquo;results oriented&rdquo; approach to tasks, assignments and responsibilities</li><li>Excellent verbal and written communication skills</li></ul>&middot; Ability to handle multiple projects, prioritize effectively and be flexible&middot; Exceptional phone etiquette, poised and professional demeanor&middot; Ability to follow instructions with the desire to learn and be coached&middot; Experience with Practice Panther, Microsoft Office Suite and Google CalendarJob Type: Full-timePay: $27.10 - $32.64 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Estate Planning Paralegal

Kroll Proukou, LLP

Seeking experienced Estate and Trusts Paralegal in a busy Brighton, New York law office. Training on the document preparation and accounting software will require experience with balance sheets, financial statements, reconciliation and general accounting principles. Strong math skills, attention to detail, organized and motivated individual are needed. The position involves significant client contact and responsibility. We use Microsoft, Hot Docs and CLIO (case management software). Salary commensurate with experience, plus great benefits including 100% health insurance, annual raises, and substantial annual bonuses.Job Type: Full-timePay: $46,500.00 - $52,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Free parking</li><li>Health insurance</li><li>Opportunities for advancement</li><li>Paid time off</li></ul>Work Location: In person

Estate and Trusts Paralegal - Experienced

PSI SOLUTIONS

National Law firm is excited to announce an opportunity for an Estate Planning Attorney to join our distinguished law practice in Booklyn, NY. This role is ideal for a legal professional who is passionate about helping clients navigate the complexities of estate planning and ensuring their assets are managed and distributed according to their wishes. The Estate Planning Attorney will work closely with clients to develop tailored estate plans that may include wills, trusts, and powers of attorney, ensuring all legal requirements are met. This position offers the chance to make a real impact on clients' lives while enjoying a supportive work environment that encourages professional growth and development.
 
Responsibilities: 
<ul>
<li>Consult with clients to understand their needs and objectives regarding estate planning.</li>
<li>Draft wills, trusts, and other estate planning documents with precision.</li>
<li>Provide legal advice on asset protection, tax implications, and estate transfer strategies.</li>
<li>Assist clients in identifying and resolving potential estate planning issues and concerns.</li>
<li>Conduct workshops and educational sessions to inform clients about estate planning processes.</li>
<li>Collaborate with financial advisors and other professionals to ensure comprehensive client solutions.</li>
<li>Stay current on relevant laws and regulations affecting estate planning.</li>
</ul>
Requirements: 
3+ years in Trust and Estate Planning
 JD and barred in NY or NJ
 
Benefits: 
<ul>
<li>Health Care Plan (Medical, Dental & Vision)</li>
<li>Retirement Plan (401k, IRA)</li>
<li>Life Insurance (Basic, Voluntary & AD&D)</li>
<li>Paid Time Off (Vacation, Sick & Public Holidays)</li>
<li>Family Leave (Maternity, Paternity)</li>
<li>Short Term & Long Term Disability</li>
<li>Training & Development</li>
<li>Work From Home</li>
</ul>

Trust and Estate Attorney

Feldman, Kramer & Monaco

<div>Feldman Kramer &amp; Monaco, a dynamic law firm located in Syracuse and Hauppauge NY, is seeking a self-motivated, organized and detail-oriented Associate to join our progressive, innovative team in Westchester, New York. 
You must have 3 years Wills &amp; Estate experience. Individual must be a highly motivated self-starter that is comfortable with extensive client contact, (including visiting their offices) and possess strong writing skills. This position has no billable hours or caseload, it will primarily consist of executing Will Contracts. 
We offer:<ul><li>
Generous compensation package, based on experience staring at $90,000 annually</li><li>
Medical benefits</li><li>
4 weeks&rsquo; vacation after 5 years of employment</li><li>
Professional atmosphere with excellent comradery amongst colleagues</li><li>
Flexible Hours and Hybrid work schedule</li></ul> 

Duties &amp; Responsibilities: 
<ul><li>Advises clients concerning Trusts, &amp; Estate matters and transactions, claim liability, advisability of prosecuting or defending lawsuits, or legal rights and obligations.</li><li>Advises clients on asset protection.</li><li>Interprets laws, rulings and regulations.</li><li>Prepares and drafts legal documents, such as wills, trusts, deeds, estate documents and contracts.</li></ul> 

Skills and abilities: 
<ul><li>Detailed knowledge of Wills &amp; Estate Laws.</li><li>Strong oral and written communication skills.</li><li>Strong analytical, logical reasoning and research skills.</li><li>Strong organizational and time management skills.</li><li>Strong customer service and personal service orientation.</li><li>Ability to ask pertinent questions, actively listen to answers and synthesize information in order to formulate advice based on sound judgment and strong knowledge of the law and legal precedence.</li><li>Ability to keep client and Firm matters confidential</li></ul>
Education and Experience required: 
<ul><li>Juris Doctor Degree plus admission to state bar.</li><li>Minimum three years of experience working as an attorney in Wills &amp; Estate Law.</li></ul>

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Attorney- Trusts & Estates

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