trustee of estate

Reuben Alan LLC

Excellent regional law firm is seeking an Estate and Tax Planning to join its team.A well-established regional law firm is seeking an experienced Estate Planning Attorney to join its growing team in the Charlotte, NC area. This position offers the opportunity to work with a collaborative group of attorneys and staff while building meaningful, long-term client relationships.Responsibilities:<ul><li>Draft estate planning documents, including revocable and irrevocable trusts, wills, durable powers of attorney, and advance directives.</li><li>Handle estate and trust administration matters from start to finish.</li><li>Advise clients on estate planning strategies, probate issues, and related legal matters.</li><li>Manage and strengthen client relationships through effective communication and responsiveness.</li><li>Contribute to the team environment with a proactive and entrepreneurial mindset.</li></ul>Qualifications:<ul><li>Minimum of 4 years of experience in estate planning and estate/trust administration.</li><li>Admission to the North Carolina Bar required.</li><li>Admission to the South Carolina Bar preferred, or willingness to become licensed in SC.</li><li>Strong drafting, research, and organizational skills.</li><li>Excellent communication skills and the ability to cultivate lasting client relationships.</li><li>A collaborative, team-oriented, and business-minded approach.</li></ul>Why Join: This role offers a strong platform to grow your practice, work directly with clients, and join a collegial environment that values professional development and work-life balance. Attorneys will benefit from the firm&rsquo;s established infrastructure, cross-practice support, and commitment to client service.Job Type: Full-timePay: $165,000.00 - $240,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in Rock Hill, SC 29730

Trusts and Estate Planning Attorney

Ocean Estate Law

<div>Position: Associate Estate Planning &amp; Trust Administration Attorney
Location: In-Person &ndash; Laguna Hills &amp; San Clemente, CA
Compensation: $120,000 + DOE + Benefits
(You bring experience and impact&mdash;we&rsquo;ll match it.) 
Let&rsquo;s be honest:
You didn&rsquo;t become an attorney to chase nonsense. But somewhere along the way, the work lost its meaning. You're tired of the chaos, the endless churn, and the lack of purpose. 
At Ocean Estate Law, we believe great legal work is measured&mdash;yes, in billable hours&mdash;but also in impact. When clients walk in confused and walk out confident, that matters. When your work helps families avoid probate disasters and protects generational wealth, that&rsquo;s the win. 
We&rsquo;re not a churn-and-burn operation. We&rsquo;re a high-performing, heart-centered estate planning firm&mdash;and we&rsquo;re looking for an Associate Attorney who can consistently deliver excellence, meet performance goals, and lead with care every step of the way. 
What You Get<ul><li>
Competitive salary: $120,000 DOE</li><li>
401(k) with 3% match (after 1 year)</li><li>
Profit sharing (after 1 year)</li><li>
Paid vacation &amp; holidays</li><li>
Free parking</li><li>
A team-first culture focused on service, excellence, and professional growth</li><li>
Leadership that values your time, input, and impact, not just your billables</li></ul>
Compensation:
$120,000 DOE
Responsibilities:
What You&rsquo;ll Be Doing (And Excelling At)<ul><li>
Guiding clients through our trusted estate planning process with empathy and clarity</li><li>
Crafting tailored trust provisions and delivering top-tier estate planning and asset protection solutions</li><li>
Overseeing probate and trust administration from initial intake to final resolution</li><li>
Collaborating with and mentoring members of our supportive legal team</li><li>
Cultivating lasting relationships with clients, team members, and referral partners</li><li>
Meeting performance goals, tracking time accurately, and driving firm-wide success</li><li>
Utilizing tools like Microsoft Office, timekeeping software, and WealthCounsel (preferred)</li></ul>
Qualifications:
Who You Are (More Than Just Highly Experienced)<ul><li>
Licensed attorney with a Juris Doctor and active membership in the California Bar</li><li>
Over two years of focused experience in estate planning, probate, and trust administration</li><li>
Consistently delivers high-quality work, reliable outcomes, and strong billable performance</li><li>
A clear and confident communicator who builds trust and brings professionalism to every interaction</li><li>
Thrives in organized, productive environments&mdash;without being motivated by metrics alone</li><li>
Genuinely passionate about using estate planning to protect families, preserve wealth, and honor legacies</li></ul> 
Don&rsquo;t Apply If&hellip;<ul><li>
You think client experience is optional</li><li>
You resist systems, deadlines, or tracking your time</li><li>
You don&rsquo;t want to be held accountable for your billable hour goals</li><li>
You want &ldquo;easy&rdquo; over excellence</li></ul> 
Do Apply If&hellip;<ul><li>
You&rsquo;re ready to step into a leadership role at a firm that&rsquo;s growing fast</li><li>
You want your work to be meaningful and measurable</li><li>
You believe high performance and client care go hand-in-hand</li><li>
You&rsquo;ve mastered the balance between empathy and efficiency</li><li>
You want to go home at the end of the day knowing you made a real difference</li></ul>
About Company 
What Makes Ocean Estate Law Different
At our firm, clients don&rsquo;t just get legal solutions &mdash; they get clarity, compassion, and confidence in their future. We&rsquo;re proud to make a lasting difference in people&rsquo;s lives. Clients leave our office feeling better than when they arrived, whether they hire us or not.
If you're looking for a meaningful career with strong earning potential, professional development, and the chance to do work that truly matters, we want to hear from you.
We look forward to hearing from you.</div>

Estate Planning & Trust Administration Attorney

Alevistar Legal Search

<div>
 
 
 Trusts &amp; Estates Associate &ndash; Full-Service Center City Firm
 
 
 
 Well-established full-service law firm of thirty attorneys based in Center City Philadelphia, is seeking a
 
 Trusts &amp; Estates Associate
 
 to join their growing team.
 
 
 The firm&rsquo;s respected T&amp;E practice includes two experienced attorneys and two dedicated paralegals who handle a broad range of estate matters, including complex work for high-net-worth clients. This is an excellent opportunity to gain hands-on experience in
 
 both estate planning and estate administration
 
 , with meaningful client interaction and mentorship from seasoned practitioners.
 
 
 
 Ideal candidates
 
 will have:
 
 <ul>
 <li>
 At least
 
 2 years of experience
 
 in trusts and estates law
 </li>
 <li>
 Strong drafting, analytical, and client communication skills
 </li>
 <li>
 A collaborative mindset and genuine interest in developing within a sophisticated T&amp;E practice
 </li>
 </ul>
 
 The firm offers a
 
 highly competitive compensation package
 
 , a
 
 hybrid work schedule
 
 , and a
 
 reasonable billable hour requirement (1600/year)
 
 , providing a supportive and balanced work environment.
 
 
 To apply, please submit your resume to
 
 legal@alevistar.com
 
 for immediate consideration.
 
</div>

Trust & Estates Attorney

The Nagler Group

<div>
 
 Trusts &amp; Estates Attorney &ndash; Manchester, NH
 
 
 
 A premier Manchester law firm is seeking an experienced
 
 Trusts &amp; Estates Attorney
 
 (3+ years) to join its thriving practice. This position offers the chance to handle sophisticated estate planning and administration matters while enjoying work-life balance in a collegial environment.
 
 
 
 Why This Role Stands Out
 
 
 
 <ul>
 <li>
 Handle complex, high-net-worth estate planning and administration matters
 </li>
 <li>
 Build and grow a practice with strong institutional support
 </li>
 <li>
 Represent clients in probate proceedings and contested matters
 </li>
 <li>
 Flexible work arrangements, including hybrid/remote options
 
 
 </li>
 </ul>
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Develop tailored estate plans, including wills, trusts, and powers of attorney
 </li>
 <li>
 Manage probate filings, fiduciary accountings, and estate administration
 </li>
 <li>
 Advise clients on tax-efficient wealth transfer strategies
 </li>
 <li>
 Handle estate disputes and contested probate issues
 </li>
 <li>
 Collaborate with financial advisors and other professionals
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Admission to the New Hampshire Bar (or eligibility to waive in)
 </li>
 <li>
 3+ years of trusts and estates experience
 </li>
 <li>
 Strong knowledge of New Hampshire probate and tax laws
 </li>
 <li>
 Exceptional drafting, analytical, and problem-solving skills
 </li>
 <li>
 Proven ability to deliver client-centered legal solutions
 
 
 </li>
 </ul>
 
 Compensation &amp; Benefits
 
 
 
 <ul>
 <li>
 Competitive salary with bonus potential
 </li>
 <li>
 Comprehensive benefits package
 </li>
 <li>
 Ongoing CLE and professional development support
 
 
 </li>
 </ul>
 Send your resume to
 
 Shauna at ssegelke@naglergroup.com.
 
 All inquiries are confidential.
 
 
 
 TNG123
 
 
 
</div>

Trust & Estate Associate Attorney

Barclay Damon, LLP

<div>Barclay Damon LLP, a leading law firm of approximately 300 attorneys that operates from a strategic platform of offices located in Albany, Boston, Buffalo, New Haven, New York City, Rochester, Syracuse, Washington DC, and Toronto, is seeking an associate to join its Trusts &amp; Estates Practice Area in the Syracuse office. The attorney will support a growing trusts and estates practice representing primarily high-net-worth clients; perform transactional work, including drafting wills, revocable and irrevocable trusts, and operating and shareholder agreements; quantify tax impacts of estate and business succession plans; and work on estate and trust administration matters, including structuring the administration plan, supervising the preparation of accountings and estate and gift tax returns, and addressing procedural and disputed matters. The attorney will also be responsible for developing and maintaining relationships with clients, referral sources, and other attorneys within the firm.
Strong verbal and written communication, analytical, quantitative (e.g., computational abilities and ability to work with spreadsheets), matter management, and executive functioning skills are required. A strong work ethic is also required. The ideal candidate will have a minimum of one year of progressively responsible experience in trusts and estates practice. A license to practice in Florida, an LLM in tax, experience in corporate and transactional work, or three or more years of experience will be highly regarded.
To apply for this position, please click here.
For more information, contact our talent recruiter, Jess Kalahar, at jkalahar@barclaydamon.com.
Posted November 7, 2025.
Salary Range: $110,000 to $135,000.
This salary range represents the firm&rsquo;s good-faith and reasonable estimate of the range of compensation for the position and does not include performance- or merit-based bonuses or other benefits offered by the firm. Actual compensation will depend on a number of factors, including but not limited to the candidate&rsquo;s years of experience, qualifications, skill set, and office location.
Barclay Damon is an Equal Opportunity Employer.</div>

Trusts & Estates Associate

fäm Properties Dubai

<div>
 
 
 Role Purpose:
 
 
 
 Owns all interactions with government entities, master developers, trustee offices, and banks to execute registrations, NOCs, utilities activations, mortgage/trustee processes, and issue resolution across the sales-to-handover cycle. Maintains accurate records in CRM and internal trackers.
 
 
 
 
 
 
 Key Accountabilities:
 
 
 <ul>
 <li>
 
 Government &amp; Master-Developer Relations
 
 </li>
 </ul>
 
 1- Act as primary liaison with
 
 DLD/Oqood/REST, RERA/Trakheesi, Dubai Municipality , DEWA, Empower
 
 , and master developers (
 
 Dubai Properties, Nakheel, Emaar, Meydan, DAMAC
 
 , etc.).
 
 
 2- Secure
 
 project &amp; unit registrations
 
 , updates, and all
 
 NOCs
 
 (marketing, naming, mortgage, assignment/transfer, move-in/out, utility, signage).
 
 
 3- Attend counters/centers and trustee offices; book/attend appointments; obtain stamps, attestations, and approvals.
 
 
 
 
 <ul>
 <li>
 
 Mortgage (A&ndash;Z Coordination)
 
 </li>
 </ul>
 
 Coordinate valuation, offer letter, mortgage blocking/clearance, bank NOCs, trustee appointments, title issuance/transfer, and post-transfer confirmations.
 
 
 
 
 <ul>
 <li>
 
 Government &amp; Master-Developer Relations
 
 </li>
 </ul>
 
 1- Act as primary liaison with
 
 DLD/Oqood/REST, RERA/Trakheesi, Dubai Municipality , DEWA, Empower
 
 , and master developers (
 
 Dubai Properties, Nakheel, Emaar, Meydan, DAMAC
 
 , etc.).
 
 
 2- Secure
 
 project &amp; unit registrations
 
 , updates, and all
 
 NOCs
 
 (marketing, naming, mortgage, assignment/transfer, move-in/out, utility, signage).
 
 
 3- Attend counters/centers and trustee offices; book/attend appointments; obtain stamps, attestations, and approvals.
 
 
 
 
 <ul>
 <li>
 
 Mortgage (A&ndash;Z Coordination)
 
 </li>
 </ul>
 
 1- Coordinate valuation, offer letter, mortgage blocking/clearance, bank NOCs, trustee appointments, title issuance/transfer, and post-transfer confirmations.
 
 
 2- Align timelines and documentation with
 
 banks/escrow banks
 
 and
 
 trustee offices
 
 until completion.
 
 
 
 
 <ul>
 <li>
 
 Utilities &amp; Activations
 
 </li>
 </ul>
 
 1- Arrange
 
 DEWA/Empower
 
 activations, meter requests, and inspections; process community/move-in NOCs with master developers and building management.
 
 
 2- Track dependencies tied to
 
 BCC
 
 and handover milestones; resolve exceptions promptly.
 
 
 
 
 <ul>
 <li>
 
 Portals &amp; Applications
 
 </li>
 </ul>
 
 1- Prepare and submit applications on
 
 authority/master-developer portals
 
 (e.g., Oqood/REST, Trakheesi, master-developer &amp; utilities portals) with a
 
 first-time-right
 
 standard.
 
 
 2- Monitor reference numbers, approvals, expiries/renewals; keep an auditable trail.
 
 
 
 
 <ul>
 <li>
 
 Operations &amp; Admin Backbone
 
 </li>
 </ul>
 
 1- Update
 
 CRM/trackers
 
 with statuses, reference numbers, appointments, approvals, and renewal dates.
 
 
 2- Issue weekly status reports (in-progress/approved/rejected, SLA performance, next actions).
 
 
 3- Coordinate with
 
 Legal, Finance, Sales, Customer Service, Handover/FM
 
 to gather inputs and align timelines.
 
 
 4- Support issuance of SPAs/addenda/letters when needed&mdash;without losing focus on external relations.
 
 
 
 
 
 
 Qualifications, Experience, Knowledge &amp; Skills:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree preferred (Business, Administration, or related field).
 </li>
 <li>
 
 2&ndash;4 years
 
 in authorities liaison/PRO/real-estate operations in the UAE.
 </li>
 <li>
 Demonstrated end-to-end handling of
 
 project/unit registrations, NOCs, mortgage/trustee
 
 processes.
 </li>
 <li>
 Working knowledge of
 
 DLD/RERA
 
 frameworks and master-developer practices.
 </li>
 <li>
 Strong English;
 
 Arabic is must
 
 .
 </li>
 <li>
 Valid
 
 UAE driving license
 
 preferred; comfortable with off-site appointments.
 </li>
 </ul>
</div>

Authorities Officer

Pavilion Recruitment Solutions

Pensions Trustee Governance Manager - Hybrid (Leeds)Are you experienced in trustee governance and skilled at managing relationships? Our client, a leading UK pensions provider, is seeking an organised and proactive Trustee Governance Manager to provide high-level support to their Trustee Boards and committees, in line with their inclusive values.Role Purpose:Provide expert relationship management, guidance, and secretariat support to Trustee Boards of multiple pension schemes, helping to shape and maintain effective governance.Key Responsibilities:<ul><li>Deliver comprehensive secretariat support for Trustee Boards, sub-committees, and working parties.</li><li>Manage relationships with Board and sub-committee chairs.</li><li>Lead trustee appointment and annual appraisal processes.</li><li>Develop and recommend the annual business plan.</li><li>Maintain accurate records of board and committee decisions.</li><li>Proactively resolve day-to-day governance issues.</li><li>Keep governance documents updated and propose improvements.</li><li>Prepare research and papers for meetings.</li><li>Maintain company secretarial records.</li></ul>Skills & Experience:<ul><li>Experience supporting occupational pension schemes and professional trustees.</li><li>Strong written English; confident in minute-taking and following up actions.</li><li>Senior stakeholder management experience.</li><li>Excellent organisational skills, able to handle changing priorities.</li><li>Proficient with Outlook, Word, Excel, and PowerPoint.</li><li>Conflict management skills; experience working with directors and senior managers.</li><li>Awareness of budgets and financial processes.</li></ul>

Pensions Trustee Governance Manager

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