299 Trusts And Estates jobs in the United States

Benefits:

401(k)

Competitive salary

Dental insurance

Health insurance

Paid time off

Vision insurance

Flanagan, Barone & O’Brien, LLC (“FBO”) is a successful, growing firm which embraces diversity in seeking to build a strong team of professionals. FBO is currently seeking a senior trusts and estates paralegal with 7+ years of experience. The position provides the opportunity to work both independently and as part of our strong litigation team.

Responsibilities:

Administration of trusts and estates including probate of wills, inventory of assets and valuations, preparation of estate and inheritance tax returns, refunding bonds

Preparation of estate planning documents including wills and trusts

Managing of all aspects of real estate closings, including ability to review and draft real estate transaction documents and prepare matter for closing

Qualifications:

Must have a Bachelor’s degree; paralegal certificate preferred

7+ years’ experience as a trusts and estates paralegal involving estate planning as well as administration of trusts and estates

Experience handling varied aspects of trusts and estates

Experience handling real estate closings

Experience with preparing records, assembling exhibits, pleadings, discovery and trial preparation

Strong organizational skills and attention to detail

Clear and effective communication skills both oral and written

Strong computer skills with proficiency in MS Word; EXCEL; GEMS estate tax software desirable

Must be able to work independently and be proactive

Must be able to multitask and successfully manage a variety of demands daily

Ability to integrate into a fast-paced, team-oriented environment

Ability to maintain/enter billable time

Candidate must demonstrate a commitment to providing quality client service and adhere to work completion deadlines.

FBO offers a comprehensive benefits package and is an equal opportunity employer. Salary is competitive and commensurate with experience.

Our client in New York, NY is looking for a Trusts & Estates Paralegal for a full time position.

The salary range is $76,500 to 162,500 DOE.

Responsible for handling all phases of estate and trust administration, including probate , extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, etc.

Requirements

• 5 plus years experience
• Knowledge of NJ, NY and/or FLprobate is a plus
• Superior communication and mathematical skills are a must
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
• College degree and/or paralegal certificate preferred.
• Will consider a JD/paralegal candidate as well.

Job Type

Full-time

Description

Gordon Feinblatt is seeking a skilled and motivated Paralegal in our Trusts & Estates Practice Group.

Candidate will have an undergraduate degree and/or a paralegal certificate and a minimum of 3-5 years of experience in the administration of large and complex estates, and all types of trusts. Estate administration duties will include handling all aspects of the probate process, preparing federal and state estate tax returns, running various tax projections, and coordinating the preparation of all appraisals and income tax returns (individual and fiduciary). Trust administration duties will include handling all aspects of trust administration, including preparation of fiduciary accountings, distributions to beneficiaries, tax planning, and coordination of fiduciary income tax return preparation.

Must possess excellent written and oral communication skills and be comfortable with significant client interaction and to manage a fast-paced workload effectively and efficiently. The candidate should be proficient with Excel, Power Point, Word, Adobe, and be ready to learn various software programs designed for the trusts and estates practice area.

Why Join Gordon Feinblatt?

Gordon Feinblatt is committed to the development, mentoring, and advancement of legal professionals with diverse backgrounds and experiences. Our culture provides an inclusive and flexible work atmosphere that provides us the ability to deliver the service and support that our clients, attorneys, and personnel deserve.

Compensation Package: We value your skills and offer a comprehensive benefits and compensation package including but not limited to: Annual Paid Leave Time; Firm Paid Holidays and a Floating Holiday; Paid Parental Leave; Hybrid Work Environment; Medical, Dental and Vision Insurance; HSA & FSA; 401K and Money Purchase Pension Plan; Voluntary Worksite Benefits; Short & Long Term Disability Insurance; Life Insurance (Firm Paid and Voluntary for Employee and Dependents); Performance Evaluation Program with eligibility for an annual base salary increase and bonus. Pre-Tax Parking Program; Affinity Groups; Paid Volunteer Activities; Fitness Center Discounts; Bar Association Dues; Mobile Device Discount Program; Notary Fees; and a Mentorship and Buddy Program. Additional benefits information can be found here .

Professional Growth: Elevate your skills and knowledge in a supportive legal environment.

Work/Life Harmony: We embrace flexibility by empowering our teams to achieve work-life balance while optimizing productivity.

Team Environment: Collaborate with experienced attorneys and legal professionals to achieve goals.

Corporate Social Responsibility: We are committed to fostering positive change and making a meaningful impact through our unwavering commitment to corporate social responsibility.

- Diversity, Equity, and Inclusion. Diversity, Equity & Inclusion | Gordon Feinblatt LLC (gfrlaw.com)

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Please visit our career page for more information on reasons why to join our team:

Current Openings | Gordon Feinblatt LLC (gfrlaw.com)

We an Equal Opportunity Employer

Salary Description

$65,000 - $110,000 annually

Laine Recruiting has partnered with a well-known Rochester firm who has been trusted by their clients for over 40 years. They are actively seeking two paralegals with experience in Trusts & Estates at their Rochester, and/or Canandaigua, New York office.

Well-qualified candidates will have at least 3 years of experience preparing estate tax returns as well as fiduciary income tax returns for estates and trusts. Experience with estate administration from probate through judicial settlement is highly desired. A strong commitment to client service, and the ability to work independently are essential for this position as their paralegals play an integral role in the success of the firm's Trusts and Estates practice.

Our client is in the midst of a powerful and exciting period of growth. They serve as trusted advisors to their clients, focusing on the fundamental values shared by entrepreneurial start-ups and the largest multi-national corporations. From formation through liquidity, they provide their clients with advice and legal solutions to protect and maximize the value of assets every step of the way.

They are also ranked in the Rochester top tier by Best Lawyers in America for Trusts & Estates, Bankruptcy & Creditor/Debtor Rights, Litigation, Corporate Law, and Real Estate.

The target salary range for this role is between $65-80k based on experience.

If you're interested, please respond to Brian Carroll at !

• Prepare/assist with preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns.
• Maintain financial records of trusts; perform trust accounting; audit accounts.
• Maintain G/L accounts, reconcile broker statements, prepare payables and bank deposits.
• Obtain and reconcile 1099 and K-1 statements.
• Revocable and irrevocable trust funding and administration (pre and post death).
• Probate administration, including drafting of probate pleadings.
• Maintain close personal contact with clients and financial advisors.
• Meet annual billable hour requirement of 1500 hours.
• Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance.
• Independently organize and manage files or delegate similar tasks to Records Clerk and supervise same.
• Maintain professional demeanor and attitude.
• Comply with firm policies.
• Sustain attention to detail and quality of work.
• Ability to deliver superior service to all internal and external customers and communicate effectively.
• Ability to interact in a professional and courteous manner with clients and employees at all times; professional appearance required.
• Ability to successfully perform position requirements with excellent organizational, time-management and prioritization skills required.
• Ability to work collaboratively within a team; ability and willingness to adapt to changing business demands.
• Ability to produce acceptable amount of work efficiently and accurately; ability to produce quality final work product.

• 5 or more years Trusts & Estates experience preferred.
• Two-year degree required. Bachelor's degree or Paralegal certificate from ABA approved program preferred; significant, substantive related experience may be considered in lieu of formal education.
• Excellent communication, analytical, and organizational skills.
• Proven success working in a fast-paced, continually changing environment.
• Ability to prioritize; excellent time management.
• Corporate and Real Estate experience a plus.
• Proficiency with Microsoft Office applications.
• Familiarity with tax and trust accounting software (GEMS, BNA, ProSystems, EVP).
• Experience with document database programs and/or software.
• Significant client case management experience.
• Exceptional attention to detail.
• Ability to interact effectively and professionally and provide exceptional service, internally and externally, at all times.
• Highly organized, able to prioritize workflow and manage projects.
• Ability to perform effectively with little or no supervision and within established time limits and on-going deadlines.

Job Description

Trusts and Estates Attorney – Los Angeles

Location: Los Angeles (hybrid)

Our client, a well-established law firm, is seeking a seasoned Trusts and Estates Attorney with a strong background in estate planning for high-net-worth clients. This role offers the opportunity to work in a dynamic and collaborative environment with a team dedicated to delivering exceptional legal services.

What We’re Looking For:

• Experience: 10+ years of trusts and estates law, with a focus on estate planning for high-net-worth individuals.
• Expertise: Proven ability to first-chair draft both basic and sophisticated estate planning documents, incorporating estate and income tax planning strategies, including irrevocable trusts.
• Client-Focused: Strong track record of building and maintaining client relationships, including leading in-person meetings.
• Licensure: Must be licensed to practice law in California.
• Flexibility: Ability to travel to my client’s Los Angeles office multiple times per week.

Benefits & Compensation:

• Competitive compensation ranging from $175K - $300K , commensurate with experience.
• A collaborative, growth-oriented environment with strong support and resources.
• Benefits, opportunities for professional development and advancement.

If you're looking for a role where your expertise is valued and your career can flourish, email me at

Job Description

Description: Trusts & Estates Associate

Chicago, IL

Handler Law, LLP is a nationwide and internationally recognized boutique law practice that is widely known as one of the premier private client law firms in the world. It is based in downtown Chicago and focuses on Business & Corporate Law, Private Client Trusts & Estates and Taxation, nonprofits, entertainment and sports law. We serve primarily affluent families, family offices and privately held companies. Currently we are expanding. Handler Law, LLP is seeking to hire an experienced, motivated, Trust & Estates Associate to join our team. The ideal candidate will have strong skills within the trusts and estates practice area, including gift and estate tax planning. Candidates should possess superior communication, drafting, writing, and research skills and excellent analytical and critical-thinking skills.

PRIOR LAW FIRM EXPERIENCE REQUIRED

Required Skills/Abilities:

• Detail – oriented; strong work organization skills, ability to work and problem solve independently.
• Proficient in Microsoft Office – specifically MS Excel, Word, Outlook
• Solid verbal and written communication skills
• High level of professionalism; ability to act with discretion and tact
• Ability to maintain organized electronic and paper records and produce reports in a timely manner
• Ability to manage numerous projects in a fast-paced environment
• Ability to be flexible and work extended hours during peak periods

Key Responsibilities & Qualifications:

• Experienced estate planning lawyer with broad experience, including complex estate, tax, wealth, and business succession planning
• Primary areas include estate and tax planning, including estate planning for mid to high-net-worth individuals and families, income tax, transfer tax and charitable planning, as well as pass-through entity (LLCs and LPs) and business succession planning
• Drafting of both basic and sophisticated estate planning documents, including income and estate tax planning documents, irrevocable trusts, and business planning documents
• Counseling fiduciaries in estate and trust settlement and administration

• Bachelor's degree in business or finance or tax
• JD, Law review experience preferred
• LL.M/CPA in tax preferred but not required
• MEA a plus
• Must have minimum 4 to 7 years of experience in similar type of position or law firm or direct state planning experience
• Excellent interpersonal, organizational, research, written and oral communication skills
• Self-starter, detail-oriented
• Ability to work independently and as part of a team
• SmokeBall case management system experience a plus
• Admission to the Illinois Bar
• Demonstrated client relationship skills, including the ability to participate at in-person and virtual client meetings

Salary/Compensation:

• Salary is commensurate based upon relevant experience and qualifications
• Discretionary annual bonus
• Generous employee benefits

1. PPO/HMO or HSA to select from provider - BCBSIL
2. Dental/Vision/Life/STD/LTD/PTO/Holidays
3. Voya 401(k) with Employer Safe Harbor Match up to 5%
4. Company sponsored events
5. Hybrid position after 60 to 90 days of employment
6. Use of building health club and tenant lounge
7. Employee Lounge with provided coffee, tea, soft drinks and snack food

E/O/E