Mcadoo Estate Planning Llc Reviews Jobs in Usa

Company Description

Sechler Law Firm, LLC is committed to providing client-centric estate planning services, with a focus on simplifying complex legal matters. Specializing in areas such as naming guardians, legacy planning, and Medicaid planning, the firm offers solutions tailored to individual goals and needs. We pride ourselves on our transparent, flat-fee pricing structure and emphasize educating clients on their available planning options. Located in Warrendale, PA, Sechler Law Firm fosters a supportive and client-friendly environment to make planning straightforward and stress-free. For more information, visit our website ( ).

Role Description

This is a full-time, on-site position for an Estate Planning Paralegal located in Cranberry Township, PA. The Estate Planning Paralegal will be responsible for preparing legal documents, assisting with estate planning cases, and reviewing documentation for accuracy and compliance. Additional tasks include providing administrative support to attorneys, maintaining meticulous organization of case files, and communicating effectively with clients to ensure their planning needs are met.

Qualifications

• Proficiency in Law and Legal Document Preparation
• Experience with Wealthcounsel software
• Strong skills in Communication and client interaction
• Experience with Research and Document Review
• Attention to detail and ability to manage multiple tasks simultaneously
• Strong organizational skills and familiarity with office software and databases
• Paralegal certification or equivalent experience in a legal environment is preferred

Pay: $130,000.00 - $185,000.00 per year

Why This Is a Great Opportunity

• Work directly with high net worth individuals, business owners, and family offices on sophisticated estate planning and tax strategies
• Join a tight-knit boutique team of attorneys and tax professionals who invest heavily in mentoring and professional development
• Build a broad skill set across estate planning, trust administration, corporate, real estate, and tax matters instead of being siloed in one niche
• Hybrid schedule with a beautiful downtown Chicago office plus work from home flexibility
• Clear path to grow into a trusted advisor and eventually maintain a sophisticated, long-term legal practice

Location: Hybrid position based in downtown Chicago. Enjoy an easy commute to the Loop plus flexibility to work remotely part of the week.

Note: You must be licensed to practice law in Illinois and have at least 2+ years of experience in estate planning, tax, or closely related corporate matters.

About Our Client

Our client is a long-established boutique law firm focused on taxation, estate planning, and business transactions. They represent high net worth individuals, entrepreneurs, and closely held businesses, offering “one stop” services across estate planning, tax planning and compliance, family office services, trust and estate administration, and business transactions. The team is made up of attorneys and tax professionals who value legal excellence, personal attention, and long-term client relationships that span generations.

Job Description

As the Estate Planning Associate Attorney, you will:

• Draft wills, trusts, powers of attorney, and related estate planning documents for high net worth clients
• Advise families and business owners on gift and estate tax planning, wealth transfer strategies, and family business succession planning
• Handle trust and estate administration matters, including coordination with fiduciaries, beneficiaries, and advisors
• Form and maintain business entities, including corporations, LLCs, and partnerships, and assist with ongoing corporate governance
• Participate in real estate closings and related documentation for clients’ personal and business transactions
• Prepare or help oversee preparation of federal and Illinois estate tax returns and federal gift tax returns
• Collaborate closely with attorneys, tax professionals, and other advisors in a highly team-oriented environment
• Build trusted client relationships and gradually develop your own sophisticated estate planning and business practice under partner mentorship

Qualifications

• Juris Doctor degree from an accredited law school
• Active Illinois bar license in good standing
• 2+ years of experience in estate planning, tax, trust and estate administration, or closely related corporate and business matters
• Exposure to or interest in gift and estate tax planning and family business succession planning
• Strong drafting skills and attention to detail with complex documents and tax-driven structures
• Comfort working with high net worth individuals, families, and business owners
• Eagerness to develop a broad practice that spans estate planning, tax, corporate, and real estate matters
• Excellent communication skills and a collaborative, client-service mindset

Why You’ll Love Working Here

• Work side by side with highly accomplished attorneys and tax professionals who are recognized leaders in their field
• Join a truly collegial environment where people stay long term and invest in each other’s growth
• Handle sophisticated, multi-generational planning matters for clients who value strategic, creative solutions
• Enjoy a stable, boutique setting with real work life balance, not a “churn and burn” big firm culture
• Competitive salary, incentive bonus potential, and comprehensive benefits package

JPC-521

Job Type: Full-time

Benefits:

• Dental insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Company Description

Quantis Wealth Management is a planning-focused advisory firm based in McLean, Virginia, providing integrated wealth management, tax planning, and advanced financial guidance to high-net-worth individuals and families.

We believe exceptional advice goes beyond investments — it requires thoughtful coordination across tax, estate, and financial planning disciplines. Our team partners closely with clients through all stages of life, helping them make informed, confident decisions while preserving and transferring wealth across generations.

As our firm continues to grow and deepen our planning capabilities, we are expanding our estate planning resources to deliver a more coordinated and client-centered experience.

Role Description

Quantis Wealth Management is seeking a part-time or full-time Estate Planning Paralegal / Estate Planning Specialist to join our team in McLean, VA.

This is a client-facing role focused on helping families implement thoughtful estate planning strategies in coordination with their broader financial plans.

A key responsibility of this role will be supporting the rollout and ongoing management of our digital estate planning platform (e.g., or similar), ensuring a smooth and high-quality experience for clients and advisors alike.

The ideal candidate will serve as a bridge between our advisory team, clients, and external estate attorneys — helping translate planning concepts into clear action steps and ensuring follow-through on implementation.

Key Responsibilities

·      Lead the rollout and ongoing management of Quantis’ digital estate planning platform (e.g., or similar tools)

·      Guide clients through estate planning workflows, including information gathering, document preparation, and implementation steps

·      Serve as a primary point of contact for estate planning coordination, ensuring a high-touch client experience

·      Prepare and review estate planning summaries, beneficiary reviews, and planning documentation

·      Coordinate with external estate attorneys and client professionals to support efficient document drafting and execution

·      Assist advisors in preparing for estate planning discussions and advanced planning cases

·      Conduct targeted legal and planning research to support complex client scenarios

·      Maintain organized records of estate planning documents and workflows

·      Support ongoing improvements to internal estate planning processes and best practices

Qualifications

·      3+ years of experience in estate planning, private client law, or related financial services

·      Strong knowledge of estate planning fundamentals, including wills, trusts, beneficiary designations, and estate administration concepts

·      Experience preparing and reviewing legal or estate planning documents

·      Excellent communication skills with the ability to explain complex topics clearly and professionally

·      Proven ability to manage multiple client cases with strong organization and attention to detail

·      Comfortable working directly with clients in a professional, advisory environment

·      Experience coordinating with attorneys or multi-disciplinary teams preferred

·      Familiarity with digital estate planning platforms (e.g., , Vanilla, or similar) is a plus

·      Paralegal certification or relevant legal/financial degree preferred

Why This Role Is Unique

Unlike traditional law firm roles, this position sits within a collaborative wealth management environment where estate planning is integrated into a broader financial strategy. You’ll work closely with advisors and clients to bring clarity and structure to meaningful, long-term planning decisions.

This is an excellent opportunity for someone who enjoys estate planning but wants a more relationship-driven, planning-focused environment with strong growth potential.

Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco’s Financial District.

We are seeking an experienced Attorney for our Estates and Trusts practice group.

Preferred applicant should have between 5-10 years of substantial experience in the areas of probate, trust administration and estate and income tax planning including working with high-net worth individuals and families in designing and drafting sophisticated estate and lifetime gifting plans. Responsibilities include: representing trustees, executors, heirs and beneficiaries and managing probate and trust administrations, counseling clients as to most suitable estate plans or gifting strategies for their individual situations and drafting necessary documents to implement such plans.

KEY SKILLS & EXPERIENCE

• Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategies
• Draft complex estate planning documents independently
• Manage large-scale client projects, ensuring effective communication and timely completion
• Collaborate closely with clients and their outside advisors on wealth planning solutions
• Conduct legal research and stay informed on changing tax laws relevant to estate planning
• Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
• Has a minimum of 5 years handling estate planning and trust administration for taxable estates
• Possesses solid gift, estate and generation-skipping transfer (GST) tax skills, is able to engage with ultra-high net worth clients to design and implement complex estate freeze and charitable planning with technical precision and prepare and review estate and gift tax returns
• Has proven ability to stay on top of a busy practice – including time recording, proactive deadline and matter management, and taking ownership of assigned projects – and doesn’t require supervision in these areas
• Is energized by participating on a dynamic team and demonstrates a genuine interest in contributing to the team’s success as a whole, including through mentorship of junior team members and development and refinement of team processes
• Inspires the confidence of clients, intermediaries and referral sources (internal and external) who trust that they are in good hands
• Takes a practical approach to solving client problems, and is nimble in employing tools to implement these solutions
• Never stops learning and seeking to develop skills, knowledge and understanding to better serve clients
• Is highly resourceful, composed and empathetic
• Juris Doctor (JD) from an accredited law school
• Admitted to and in good standing with the California Bar
• L.L.M. in Taxation, desired

Interested candidates should submit a cover letter and resume.

Our client is seeking a sophisticated Tax & Estate Planning Attorney to join our highly respected Silicon Valley practice. We represent high-net-worth individuals, business owners, and multi-generational families in complex estate and tax matters. This is an opportunity to work on sophisticated planning strategies in a collaborative, growth-oriented environment.

What You’ll Do:

• Design and implement advanced estate plans (revocable/irrevocable trusts, GRATs, SLATs, ILITs, etc.)
• Advise clients on federal and California tax planning strategies
• Handle wealth transfer planning, business succession planning, and asset protection
• Draft estate planning documents and oversee trust administration matters

What We’re Looking For:

• 4+ years of experience in tax and estate planning
• Strong knowledge of federal estate and income tax laws
• California Bar admission

Why Join Us?

• Established, reputable firm with strong community presence
• High-level, sophisticated clientele
• Collaborative team culture

If you’re looking to elevate your estate planning practice with a firm that values expertise, long-term relationships, and professional growth, we’d love to connect.

Salary and Other Compensation:

The annual salary for this position is between $160,000 – $200,000 annually. Factors which may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate.

If you are interested in this position and want to know more about it, you can schedule a call with me through my Calendly link:

Paralegal – Probate & Estate Planning

RIDDLE & BUTTS, LLP – The Woodlands, TX

Company Description

For over forty years, RIDDLE & BUTTS, LLP has been providing families with peace of mind through comprehensive estate planning and probate services. As a faith-based law firm, we honor the trust our clients place in us by guiding them with care, integrity, and professionalism. Our team serves business owners, entrepreneurs, and families across Texas, offering solutions in estate planning, estate administration, probate, tax minimization, and wealth preservation.

Role Description

We are seeking a full-time, on-site Paralegal to join our team in The Woodlands/Spring/Tomball area. The Paralegal will play a vital role in supporting our attorneys with probate and estate planning matters. The right candidate will be detail-oriented, an excellent writer, and committed to providing the highest level of service to our clients. This position is ideal for someone seeking a long-term role in a supportive, growth-oriented firm environment.

Responsibilities

· Collect and organize client data and case information

· Draft routine estate planning and corporate documents

· Create and maintain case files

· Attend attorney-client meetings as a scribe and prepare meeting notes

· Draft court documents, pleadings, deeds, and correspondence

· File wills and other legal documents with the court

· Manage attorney calendars, deadlines, and reminders

· Communicate regularly with clients, court staff, and other professionals

· Provide administrative and legal support to attorneys as needed

Qualifications

· Professional, friendly demeanor with excellent client service skills

· Exceptional writing, verbal, and interpersonal communication abilities

· Strong research and legal writing skills

· Highly organized with strong time management and problem-solving skills

· Proficiency in Microsoft Word, Excel, Outlook, and Adobe Acrobat

· Familiarity with Clio or similar legal software a plus

· Previous estate planning/probate paralegal experience preferred

· Bachelor’s degree or Paralegal certification preferred

Contact

Highly motivated individuals who are passionate about serving others are encouraged to apply. Please submit your cover letter, resume, letters of recommendation, writing samples, and salary requirements to:

Are you a seasoned trusts and estates attorney ready to take your practice to the next level? Our client’s Dallas office is seeking a Trusts and Estate Planning Partner who is passionate about delivering thoughtful, customised planning strategies to high-net-worth individuals and closely held businesses. The firm takes a truly collaborative approach—working closely with clients and their advisors to ensure every estate, tax, and succession plan reflects their unique goals and values.

Responsibilities:

• Serve as a trusted advisor to clients in estate, income tax, retirement, charitable giving, and business succession planning.
• Collaborate with clients’ financial advisors, accountants, and other professionals to develop holistic and tailored wealth planning strategies.
• Advise closely held and family-owned businesses on tax-efficient operational structures, entity formation, ownership transitions, sales, and liquidation.
• Maintain and expand client relationships through proactive engagement and thought leadership.
• Stay current with evolving tax legislation and estate planning trends to provide cutting-edge counsel.

Qualifications:

• JD from an accredited law school and active membership in the Texas Bar (or eligibility to waive in).
• Extensive experience in trusts and estates law, including tax and wealth planning for high-net-worth individuals and families.
• Proven expertise in business succession planning, charitable giving strategies, and entity structuring.
• Strong interpersonal and communication skills with a demonstrated ability to build client confidence and long-term partnerships.
• Leadership experience and a commitment to collaborative client service.

Benefits:

• Competitive compensation package with performance-based incentives.
• Comprehensive health, dental, and vision insurance.
• 401(k) plan with firm contributions.
• A collaborative, collegial environment with a strong team culture.
• Resources and support for business development and practice growth.
• A respected platform for delivering exceptional legal services in estate and wealth planning.

How to Apply:

Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal ( ) or you can hit apply now.

The Wealth and Estate Planning Strategist provides subject matter and operational process expertise to the Advisory team in a one-to-one working relationship, primarily to the CEO and secondarily to other advisors. The primary functions of this role include but are not limited to: (1) advisor support; (2) client proposals; (3) plan implementation; and (4) research, in order to support and leverage the efforts of the CEO and other advisors in all matters, meetings and events involving clients and prospects.

The Wealth and Estate Planning Strategist must be resourceful and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities.

The Wealth and Estate Planning Strategist will work independently on projects, from conception to completion, and must be able to work under pressure at times to manage a variety of activities and confidential matters with discretion.

Responsibilities:

Advisor Support

• Understand and implement complex strategies, including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies.
• Facilitate data collection and management.
• Receive, process, and disseminate data to team.
• Organize, prepare and/or execute client communication, including but not limited to agenda, meeting minutes, and follow up and engagement letters.
• Provide internal professional opinions, advice, and recommendations to advisors. Client Proposals
• Manage development and maintenance of client facing materials and library.
• Complete and/or coordinate initiation, production, compiling, tracking, and archiving prospective client proposals and current client reports.
• Create case analysis, narrative, spreadsheets, schematics, and calculations.
• Prepare and deliver multi-life employer and employee communications.
• Schedule, prepare for, and participate in multi-life employee meetings.

Plan Implementation

• Coordinate, manage and/or execute implementation with client advisors and designated client team in a progressive timeline to full completion of task(s); keeping all necessary parties informed.
• Assist to help implement legal documentation for non-qualified plans, insurance, and estate planning strategies. May include follow-up with or assistance in design for non-qualified plans with attorney or legal resources to help clients implement the desired strategies.
• Collaborate in the internal maintenance of client documentation and files, including, but not limited to legal documents, meeting notes, etc.

Research

• Research client questions or strategies, which may include, but are not limited to insurance, income taxation, estate taxation, legal, and non-qualified plans.
• Continually invest time in Education (reading, researching, etc.) and share as applicable to the advisor team and/or CG staff to help maintain compliance with new rules, laws, court cases, etc.

Requirements:

• Strong work tenure: 10+ years in life insurance - marketing support, and/or advisor support.
• BA/BS degree in Business, Finance or related.
• CPA, CLU, CFP,or Law Degree.
• Measured competency in mathematics and financial spreadsheets.
• Knowledge of life insurance products and marketing techniques.
• Strong initiative, critical thinking, flexibility, accountability.
• Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines.
• Platinum-level interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors.
• Ability to work autonomously and perform well under pressure.
• Expert level written and verbal communication skills.
• Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs.
• Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner.

Compensation: $175,000-200,000+ DOE, plus discretionary bonus and benefits.

Location: Irvine, California. The role is hybrid.

A well-established, highly respected Texas law firm is seeking a senior associate or "of counsel" or partner level attorney with experience in Estate Planning, Probate, and Trusts to join its sophisticated private wealth practice in Austin.

This is an opportunity to work on complex estate and gift tax planning matters, advanced tax strategy, and the design and implementation of comprehensive estate plans, including wills, powers of attorney, and a wide range of trust structures.

The ideal candidate has significant experience advising fiduciaries such as executors, trustees, and agents, and is confident handling high-level probate and estate administration matters.

Texas licensure is required, and strong academic credentials, a distinguished work history, and exceptional written and verbal communication skills are essential.

Board Certification in Estate Planning and Probate Law is preferred.

This role offers the chance to step into a collegial, well-supported environment with a robust platform, meaningful client work, and competitive compensation and benefits designed to reward senior talent ready to make an impact.

Company Description

Worden Thane P.C. has served the Missoula community for over 100 years, offering high-quality, affordable legal services to both individuals and businesses. A member of Meritas, a global affiliation of law firms, Worden Thane P.C. leverages this network to provide exceptional client support beyond its local region. With a cost-conscious and client-focused approach, the firm is dedicated to achieving practical and effective results for its clients.

In order to best serve our clients, we are seeking an experienced and highly motivated full-time paralegal to support our fast-paced Estate Planning and Transactional Department. The ideal candidate should have a minimum of five years of experience in estate planning, trust administration, probate, and guardianship matters. We are looking for a professional who thrives in a collaborative environment, values teamwork, and delivers exceptional client service.

Key Responsibilities:

A successful candidate will demonstrate proficiency in:

• Drafting comprehensive estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives (living wills), and related ancillary documents;
• Preparing pleadings and filings for trust, probate, and guardianship proceedings, including petitions, motions, inventories, accountings, and notices;
• Communicating effectively with clients, beneficiaries, third parties, and courts to gather, organize, and distribute information;
• Maintaining organized client files and proactively managing deadlines;
• Collaborating with attorneys, legal assistants, interns, and clients to ensure efficient case management;
• Accurately tracking billable and administrative time.

Qualifications:

The ideal candidate will be detail-oriented, organized, and self-motivated, with a strong commitment to producing high-quality work.

Qualifications include:

• At least five years of relevant experience in estate planning, trust administration, probate, and guardianships;
• Familiarity with Montana probate and guardianship rules and procedures;
• Experience drafting and filing pleadings in Montana courts;
• Ability to work both independently and collaboratively while managing multiple priorities and deadlines;
• Strong writing, proofreading, research, and verbal communication skills.

Technical Skills:

• Proficiency in Microsoft Office Suite
• Experience with Adobe software
• Familiarity with document management and electronic filing systems preferred

Worden Thane P.C. offers the opportunity to work in a professional, team-oriented environment dedicated to providing excellent legal services to our clients. Upon hire, the candidate will have a competitive compensation and benefits package.

Well-respected boutique real estate law firm is seeking a full-time, experienced Commercial Real Estate Paralegal to join its busy practice. Candidates must have 5 to 10 years of demonstrated experience as a commercial real estate Paralegal in a law firm.

Position Overview

Candidates must be able to manage the full spectrum of real estate Paralegal responsibilities related to complex commercial real estate transactions. This position requires exceptional organization and communication skills. The duties will include, but are not limited to, the tasks described below.

Key Responsibilities:

• Assist with and coordinate closings, including the review and/or preparation of conveyance documents, mortgages, UCC financing statements, closing statements, transfer tax forms, and escrow release documentation.
• Order and review title commitments, exception documents, and surveys; including the ability to prepare title/survey objection letters.
• Coordinate due diligence for a variety of large commercial real estate transactions; including review and summarize UCC, judgment, tax, and other lien searches.
• Prepare and monitor contract critical dates lists and closing checklists.
• Prepare consents, resolutions and other corporate documents.
• Manage document recording and attend to post-closing requirements, including the preparation of closing indices, organizing closing binders, and monitoring post-closing deliveries and other requirements.
• Prepare correspondence and memoranda.
• Prepare lease and loan document abstracts.
• Draft and review business and real estate contracts.

Essential Knowledge, Skills, and Abilities:

• Proficient in Microsoft Office (Word, Excel, PowerPoint with the ability to quickly learn other programs. Experience in Orion and DropBox a PLUS.
• Excellent communication skills, both written and oral.
• Strong organizational and administrative skills.
• Effective problem-solving, analytical, and research skills.
• Attention to detail with strong organizational and time management abilities.
• Ability to manage multiple assignments simultaneously.
• Self-motivated with a positive attitude
• Ability to work both independently and as part of a team in a deadline-driven environment.

Educational/Job Experience Requirements:

• Florida Registered Paralegal preferred.
• At least 5 to 10 years of relevant experience as a commercial real estate paralegal.

Note: This job description is not intended to be all-inclusive. Employees may perform other related duties as required to meet the ongoing needs of the Firm. Firm offers a comprehensive benefits package, a competitive wage, and a team-driven work environment.

Job Title: Director, Real Estate

Role Summary

The Director of Real Estate is responsible for leading and executing the company’s enterprise‑wide real estate strategy across retail, production, and corporate facilities within a highly regulated environment. This role oversees the full lifecycle of the real estate portfolio from market analysis and site selection through lease negotiation, development, regulatory approvals, and store openings while ensuring alignment with corporate growth objectives, compliance requirements, and operational timelines. The Director will serve as a key cross-functional partner to Compliance, Construction, Legal, Finance, and Operations.

RESPONSIBILITIES

• Provide strategic and operational leadership for the company’s commercial real estate portfolio, supporting expansion, optimization, and long-term growth initiatives.
• Lead site identification and market analysis efforts, including evaluation of zoning, local ordinances, competitive landscape, and financial feasibility.
• Direct and negotiate commercial leases and amendments in partnership with Legal, ensuring favorable terms, risk mitigation, and compliance with specific regulatory requirements.
• Oversee real estate project execution, including entitlement, permitting, construction coordination, and store openings, ensuring projects are delivered on time and within budget.
• Partner closely with Compliance and Government Affairs to navigate zoning, licensing, and regulatory approvals at the local and state level.
• Maintain ownership of real estate documentation, ensuring accurate, organized, and audit-ready electronic records across the lease portfolio.
• Develop and implement standardized processes, templates, and controls to improve efficiency, scalability, and consistency across real estate operations.
• Serve as a key liaison between internal stakeholders and external partners, including landlords, brokers, attorneys, municipalities, and consultants.
• Support executive leadership with portfolio reporting, risk assessments, and strategic recommendations related to real estate investments and market expansion.
• Provide leadership and guidance in a fast-paced, highly regulated environment, modeling accountability, urgency, and operational excellence.

QUALIFICATIONS

• Bachelor’s degree in Real Estate, Business, Finance, or a related field preferred; equivalent experience considered.
• 7+ years of progressive commercial real estate experience, including leadership responsibility over multi-site retail or regulated portfolios; retail, or highly regulated industry experience strongly preferred.
• Demonstrated success leading end‑to‑end real estate strategy, including site selection, market analysis, lease negotiation, development, and portfolio optimization.
• Advanced expertise in commercial lease negotiations, amendments, renewals, and landlord relationship management, with a strong track record of driving favorable business terms.
• Proven ability to navigate complex zoning, land use, and permitting processes at the municipal and state level.
• Experience operating within highly regulated environments, with a strong understanding of compliance, risk management, and audit readiness.
• Strategic mindset with the ability to translate growth objectives into executable real estate plans and timelines.
• Strong cross‑functional leadership skills, with experience partnering with Legal, Compliance, Construction, Finance, Operations, and executive leadership.
• Exceptional executive‑level communication skills, including the ability to influence stakeholders, present recommendations, and provide clear portfolio reporting.
• Highly organized, detail‑oriented leader capable of managing multiple concurrent projects with competing deadlines in a fast‑paced environment.
• Proficient in Microsoft Office and electronic document management systems; experience developing scalable processes and standards preferred.

Trusts & Estates Paralegal - Primary focus on Estate Administrations & Probates

Danna & Associates, P.C., is a boutique elder law and estate planning firm located in Staten Island, New York, in business for over 30 years.

The Trusts & Estates Team is in search of an experience Paralegal with a positive, flexible attitude to assist multiple attorneys. You will thrive in this role if you have significant hands-on experience in New York, New Jersey, or Florida estate administration.

It is important to note, advanced proficiency in Microsoft Excel is mandatory. This position requires regular preparation of informal and formal accountings, and estate analysis across multiple matters.

Your Key Responsibilities:

Minimum 3+ years of New York estate administration experience required.

Working knowledge of Surrogate’s Court procedures and e-filing.

Experience preparing fiduciary accountings strongly preferred.

Excellent written and verbal communication skills.

Strong organizational skills and ability to manage multiple matters simultaneously.

Self-directed, proactive, and deadline-driven.

Experience with real estate transfers or Medicaid-related matters is a plus.

Notary Public certification preferred.

Legal software training

The Qualifications we are looking for:

Minimum 1+ years of New York estate administration experience required

Working knowledge of Surrogate’s Court procedures and e-filing

Advanced Excel skills, including data analysis, pivot tables, and financial modeling

Experience preparing fiduciary accountings strongly preferred

Excellent written and verbal communication skills

Strong organizational skills and ability to manage multiple matters simultaneously

Self-directed, proactive, and deadline-driven

Experience with taxable estates, trust administration, real estate transfers, or Medicaid-related matters is a plus.

Notary Public certification preferred, not required

Compensation & Benefits:

*Competitive salary commensurate with experience.

401(k) with employer contribution

Health & Short Term Disability Benefits

Paid time off (sick / vacation), and paid holidays

Feel free to message on Linked in, or email your resume and cover letter to

We kindly ask that you do not call our office to keep our phone lines available for clients. Thank you.

Job Title: Estate & Trust Administration Paralegal

Location: 870 West King St., Suite B, Boone, North Carolina 28607)

Company: Deal, Moseley, di Santi, Garrett & Martin, LLP, a law firm providing a variety of legal services (See: Boone Attorneys | Real Estate, Estate Planning, Civil Litigation | Deal Moseley di Santi Garrett & Martin, LLP)

Job Type: Full-Time

Salary: Commensurate with experience, specific range provided upon inquiry

Overview

We are seeking a proactive, detail-oriented, and experienced Estate/ Trust Administration Paralegal to join our team. In this vital role, you will work closely with our attorneys to manage all aspects of estate and trust administration, ensuring prompt, exceptional client service. The ideal candidate is a certified estate paralegal or has strong experience in estates and trusts.

Key Responsibilities

• Assist attorneys and collaborate with estate planning paralegal(s) to promptly complete estate and trust (and some guardianship) administration.
• Draft trust documents to manage trust assets, complete (and file, when applicable) necessary paperwork.
• Draft and file probate filings with applicable Clerk of Court (e.g., inventories, accountings, notices to creditors, etc.).
• Communicate directly with clients, trustees, beneficiaries, financial institutions, creditors and court personnel to gather information and provide updates.
• Organize and maintain physical and electronic files and client data.
• Manage deadlines with attorneys to ensure efficient, timely administration.

Qualifications and Skills

• Experience/ Education: Minimum of 3-5 years of experience with a specific focus on estate and trust administration, probate and/ or estate planning.

Experience in estates and trusts is valued over a specific degree; completion of an ABA-approved paralegal program, or an equivalent combination of education and experience is a plus.

• Technical Proficiency:
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Familiarity e-filing systems preferred, but training available.
• Core Competencies:
• Exceptional attention to detail and strong proofreading skills.
• Excellent written and verbal communication abilities (including with busy supervising attorneys) and clients.
• Strong organizational skills with the ability to manage multiple matters/ estates concurrently and work independently.
• Other License/Certification: Must have a Notary Public commission in North Carolina or be willing and eligible to obtain one upon hire.

Benefits

We offer a competitive salary (specifics available on inquiry) and benefits package that includes:

• 36-hour work week (one half-day off per week)
• Health coverage available- details upon inquiry; dental, vision and other affordable add-on plans available at employee election
• 401(k) with company match up to 4%
• Paid time off (includes sick and vacation leave)
• At least 11 paid holidays

How to Apply

Interested candidates should submit a resume and a cover letter detailing their relevant experience to Jim Deal and Chelsea Garrett as follows: ;

Deal, Moseley, di Santi, Garrett & Martin, LLP is an Equal Opportunity Employer

Our Client: A full-service law firm in western Nassau County, Long Island (close to LIRR stations) with 20 attorneys is hiring an Associate Attorney, Trusts & Estates. The firm Partners are committed to a limit of 1600 billable hours / year to prioritize personal well-being, and better manage life's demands outside of work. A special opportunity to work in Nassau County, Long Island with sophisticated firm clients, resolving complex T&E matters, and employing T&E strategies equally as complex and sophisticated as at larger firms, but with a 'smaller-firm' feel, more collaboration and ease to share knowledge, flexibility, and colleague familiarity, as well as an opportunity for tremendous growth that often surpasses larger firms.

The firm's T&E clients typically include high-net-worth families and individuals, business owners, investors, and company executives. Candidates should have experience and be comfortable working with clients having an estate value in excess of $5M.

Candidate must have at least 4+ years of complex Trusts & Estates experience, including strong tax planning. Joining the firm with a 'book of business' is NOT required, but a plus.

Location: The Long Island office is close to a LIRR train station for those living west or north of Long Island.

Commute: The work is ON SITE in the firm's Long Island office for the most part, with some flex to work in the firm's Manhattan or NJ office now & then, or sporadically on a remote basis as needed.

Salary: Up to about $175k, plus bonus, plus origination fees / commissions for any existing book of business brought into the firm and for any new business brought into the firm.

Responsibilities:

• Prepare wills, annuities, trust documents, etc.
• Perform estate & trust planning; prepare and review domestic and international estate planning strategies and documents.
• Trust work includes grantor trusts (annuity trusts and interest partnerships), revocable and irrevocable trusts, charitable trusts, dynasty trusts, etc.
• Assist clients with preserving their wealth and administering estates and trusts.
• Protect and prevent client estate or trust assets from unauthorized or improper use, waste, or depletion for taxes or long-term care costs and to creditors.
• Work with clients to plan for taxes including estate, gift, generation-skipping transfer taxes, personal, etc. as well as gift and estate tax audits.
• Assist clients to plan for elder law issues, succession of businesses, related marital matters, and public benefits.
• Assist clients to plan, create and administer charitable giving and foundations.
• Assist with the probate process and administration of estates for trustees and executors.
• Effectively counsel clients in all aforementioned disciplines

Qualifications:

• At least 4+ years of strong, 'hands on' experience with Trusts & Estates matters, including complex matters, and strong estate tax planning.
• J.D.
• Licensed to practice law in NY State.
• Experience working with estates valued over $5 Million.

All replies and discussions are confidential. If qualified and interested, please email a MS Word version of your resume to David Rivard, Director of Recruiting, Executive Alliance, at

This client is NOT OPEN TO:

• Sponsoring those in the U.S. on a temporary visa / not authorized to work for U.S. employers
• Providing a relocation package for those living outside of a commuting area to Long Island

Exemption Status: Hourly Non-Exempt

Remote Options/Office Hours: Hybrid or Fully In-Office

Classification: Paralegal

Summary: The Senior Trusts & Estates Paralegal must have at least five (5) years of recent experience in Trusts & Estates including complex and high net worth estate planning, trust administration and probate. Tax background and understanding is preferable, ideally with knowledge and preparation of Form 706 and Form 709. Litigation experience is also helpful. The Trusts & Estates Paralegal must be able to work independently and, on a team, manage their cases, and be relied on for follow-up and accountability. The Senior Trusts & Estates Paralegal is expected to prepare legal documents, filings, and/or general correspondence with accuracy and adhere to the JKZ formatting guidelines. This position requires that the Senior Trusts & Estates Paralegal be extremely detail-oriented, organized, critical about accuracy, spelling and grammar and possess the ability to prioritize and follow up. This is a very fast-paced environment, and the Senior Trusts & Estates Paralegal must be able to multitask and manage a voluminous caseload. This role requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive.

In addition to the above, the Senior Trusts & Estates Paralegal may be responsible for delegating assignments, mentoring, training, etc. of any legal support personnel in their practice area.

Direct Reports: N/A

Essential Duties and Responsibilities, Including but Not Limited To:

• Performing legal research
• Preparing trust accountings
• Preliminary drafting of trusts and memos
• Drafting documents
• Calendaring appointments and deadlines
• Managing and organizing client files as well as keeping client database and document management systems up to date
• Prepare Forms 706 and 709
• Maintaining a billable hour requirement

Requirements:

Education and Experience

• At least 5 years' experience working as a Trusts & Estates Paralegal
• Must have paralegal certificate or equivalent

Knowledge, Skills & Abilities

• Bilingual preferred;
• Proficient in the MS Office Suite with an emphasis on Word, Excel and Outlook;
• Solid command of English including excellent spelling, grammar, punctuation, form and style;
• Organized and detail oriented; and
• Ability to communicate clearly.

LHH Recruitment Solutions is partnering with a respected law firm to hire an Estate Administration Paralegal to support attorneys in trust and estate matters. This is an excellent opportunity for a legal professional with experience in probate, estate settlement, and fiduciary accounting who thrives in a client-focused and detail-oriented environment.

The ideal candidate will have a strong understanding of estate administration procedures, court filings, and financial documentation. This hybrid role offers a combination of remote flexibility and in-office collaboration.

Key Responsibilities

• Assist attorneys with the administration of estates and trusts including probate filings, asset inventories, and accountings
• Prepare legal documents such as petitions, affidavits, waivers, and correspondence
• Communicate with clients, financial institutions, and government agencies to gather and verify information
• Track deadlines and manage calendars related to estate and trust matters
• Maintain organized files and records in compliance with firm and court requirements
• Support attorneys with tax documents, distributions, and fiduciary obligations
• Conduct legal research related to estate planning and probate procedures

Required Qualifications

• Minimum of 3 years experience as a paralegal in estate administration within a law firm
• Strong knowledge of probate procedures, estate planning documents, and fiduciary responsibilities
• Proficiency in Microsoft Office Suite and legal practice management software
• Excellent attention to detail and organizational skills
• Ability to manage multiple cases and deadlines independently
• Strong written and verbal communication skills
• Experience working directly with clients and handling confidential information

Benefits:

Depending on the specific client, location, and role, the benefits may include PTO, medical, dental, vision, term life and AD&D insurance, short-term disability and long-term disability, additional voluntary benefits, EAP program, commuter benefits, wellness plans, and a 401k plan or a non-qualified deferred compensation plan. Additionally, you may be eligible for paid leave including Paid Sick Leave or other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Bonus eligibility and amount are based upon company and/or individual performance.

Pay Details: $70,000.00 to $80,000.00 per year

Search managed by: R. Caleb Doyle

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Military connected talent encouraged to apply

Trusts & Estates Attorney

Are you an experienced Trusts & Estates attorney seeking a new opportunity? We are working with several firms across Eastern Pennsylvania looking to expand their Trusts & Estates and Tax practices. These firms offer competitive compensation, strong career growth potential, and high-net-worth clientele.

Here are just a few of our current opportunities:

Current Opportunities Include:

Chester County, PA – Trusts & Estates Planning Associate

• Experience: 5+ years of Trusts & Estates planning
• Advise clients on estate planning, asset protection, and wealth transfer strategies
• Handle trust and estate administration matters
• Medicaid and Medicare planning experience a plus

Bucks County, PA – Trusts, Estates & Tax Attorney

This role is heavily focused on tax, trusts, and estates work, with some corporate and transactional matters tied to family wealth planning. The practice includes:

• Estate planning and wealth preservation strategies
• Federal Estate, Gift, and tax planning
• Business succession planning, including transactional tax issues
• General estate planning and administration
• 4+ years of relevant experience
• LL.M. in Tax preferred

Why Consider These Opportunities?

Competitive Salaries & Lucrative Bonuses

Comprehensive benefits packages (health insurance, retirement, hybrid work arrangements, etc.)

Work with High-Net-Worth Clients

Law Firms with Excellent Reputations

Opportunities for Career Advancement & Growth

How to Apply:

If you're interested in this position, please apply to this posting or forward your resume to

This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, benefits may include Health, Dental Vision, 401K, and PTO.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

Job Description:

This role provides support to attorneys within the trusts and estates practice. The successful candidate will bring a minimum of five (5) years of recent experience in a comparable position. The paralegal must demonstrate strong organizational and case-management skills, the ability to support multiple attorneys at once, and the capacity to manage varied and competing priorities.

Key responsibilities include:

• Managing trust and estate administration matters for complex and taxable estates, including preparation and filing of Massachusetts probate forms.
• Assisting attorneys with the preparation of Massachusetts and federal estate tax returns and gift tax returns (familiarity with MassTaxConnect and GEMS software is a plus).
• Communicating directly with clients, fiduciaries, financial advisors, accountants, and other third parties (including requests for date-of-death valuations and appraisals, and correspondence with probate courts).
• Supporting attorneys with estate planning matters, including client intake, preparation of engagement letters, explanatory correspondence, and funding instructions.
• Drafting and proofreading related estate planning documents such as durable powers of attorney, health care proxies, living wills, HIPAA authorizations, and basic funding documents.
• Retrieving deeds from online registries and preparing deeds, trustee certificates, and homestead declarations in connection with estate planning.
• Maintaining calendars and tracking key deadlines, including probate filings, tax filing and payment deadlines for estates and trusts, and estate plan execution dates.

Qualifications:

• At least five (5) years of experience as a paralegal in a law firm, with a focus on estate planning and/or probate and trust administration.
• Strong written and verbal communication skills, excellent proofreading abilities, and close attention to detail.
• Proficiency with Microsoft Office applications (Word, Outlook, Excel), document management systems such as NetDocs, and working with PDF documents.
• Outstanding organizational skills, with the ability to prioritize tasks and meet deadlines in a fast-paced and evolving environment.
• Professional and courteous demeanor when interacting with clients, families, and advisors.
• Ability to maintain confidentiality and appropriately handle sensitive information.
• Willingness to learn new skills and adapt to changing processes and workflows.

Competitive benefits package, including comprehensive health insurance coverage and a 401(k) retirement plan.