Rockland Trust Jobs in Usa

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Provide support to trust officers and management to accomplish the duties and requirements of the trust division.

Essential Responsibilities:

• Provides customer service to trust clients, businesses, and professionals.
• Provides support to trust officers and trust management.
• Interacts and provides support and customer service to internal personnel.
• Prepares and maintains accurate account documentation to support administrative decisions of Bank in its fiduciary capacity.
• Communicate with clients, businesses, professionals, and internal personnel through the use of letters, email, memorandums
• Answers incoming calls and takes appropriate action.
• Reviews incoming internal and external mail and directs accordingly, responds to correspondence as required.
• Establishes and maintains required departmental documentation, files, and records.
• Prepares reports as needed from trust accounting system.
• Prepares reports in required format, such as, court accountings, state charitable reports, guardianship reports, etc.
• Maintains, manages, and completes tickler file, calendar, and other records as reminders to execute upcoming events.
• Responds and interprets requests for checks, transaction activity, statement mailings, address changes, tax information, trust account reports, wires, etc. in accordance with account agreements and established procedures.
• Processes and analyzes incoming funds in accordance with account agreements and established procedures.
• Prepares daily work entries and general ledger tickets for trust/banking related transactions.
• Prepares documents and handles all aspects of account openings and closings.
• Prepares discretionary payment requests, administrative reviews, checklists, trust accountings, court reports, and other required documentation.
• Reviews and analyzes account overdrafts and takes appropriate action.
• Reviews account transactions for reasonableness and accuracy.
• Performs research to respond to internal and external inquiries.
• Assists with the preparation of proposals, presentations, and other related educational materials.
• Other department duties include research, organizing meetings, making reservations and special projects.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the Trust Department, this position is responsible to assist the department as well as the bank in achieving their goals.

Education, Training and Requirements:

• Associates degree in business or related field of study; paralegal; or high school diploma with equivalent business work experience

Skills:

• Highly organized; attentive to detail; strong oral and written communication skills; computer proficient; ability to use office equipment; strong interpersonal skills; ability to prioritize, multi-task and work independently; valid driver's license.

Experience:

• At least two years of customer service in banking/financial related field

Hours: 40hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

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• Manage customer accounts on a personal basis that include resolving problems, providing customers with information and assistance regarding investment management, statements of accounts, taxes, and remittances.
  
• Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, and the opening and closing of accounts.
  
• Monitor transactions for completion and accuracy.
  
• Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances daily for purchases, transferring sales proceeds to money market accounts and following up on client's requests for purchases, sales or gifting.
  
• Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
  
• Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections and gifting schedules), assist with the production of PowerPoint presentations, and marketing materials.
  
• Coordinate and prepare tax-related payments information with clients and outside professionals.
  
• Provide information to Fiduciary Officers for client meetings.
  
• Organize with Fiduciary Officers to maintain client, beneficiary and advisor information in client files and account records on database management and trust accounting systems, assist with contact management input, sales, expense, and other internal reports.
  
• Keeps abreast of new regulations relative to trust administration and legal and tax consequences of investment decisions and strategies.
  
• Participate in community and business activities to enhance the image and position of the Bank and to develop new business for the trust department.
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

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• Bachelor Degree in Finance or Business and/or equivalent experience in a financial institution or brokerage house.
  
• 3+ year's personal trust relationship management or related experience.
  
• Certified Trust and Financial Advisor (CTFA) certification or marked progress towards achieving and ability to attain within 2 years of employment.
  
• Client-centered focus with excellent strategic thinking and consultative skills.
  
• Strong organizational, multi-tasking and prioritizing skills.
  
• PC, phone system, general office equipment.
  
• Proficiency with Microsoft Office applications.
  
• Ability to maintain strict confidentiality.
  
• Ability to effectively promote Nicolet as bank of choice.
  
• Self-motivated and resourceful.
  

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

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

LHH is working with a respected law firm to identify a skilled Trust & Estates / Corporate Legal Secretary to provide comprehensive administrative and legal support to attorneys in both the Trusts & Estates and Corporate practice groups. This role is ideal for a detail‐oriented legal professional who enjoys supporting transactional practices and managing multiple priorities in a professional office environment.

The Trust & Estates / Corporate Legal Secretary provides high‐level administrative and legal support to attorneys by assisting with document preparation, client communications, calendaring, and matter management across trust & estate planning and corporate matters.

Essential Job Duties:

• Support trust & estates, corporate, and general transactional matters, including drafting, proofreading, and finalizing legal documents, correspondence, engagement letters, and governance materials
• Assist with the preparation, organization, and meticulous proofreading of estate planning documents, including wills, trusts, powers of attorney, health care directives, and related instruments
• Support preparation of corporate documents such as agreements, bylaws, and capitalization tables
• Draft document "shells" and locate sample documents within the firm's document management system
• Troubleshoot and correct formatting issues in legal documents
• Maintain client files in both electronic and hard‐copy formats and prepare new matter documentation
• Open new matters for assigned attorneys, including preparation of file opening forms
• Manage attorney calendars, deadlines, and meeting scheduling (virtual and in‐person)
• Track and manage attorney CLE records
• Prepare and submit expense reports; track and revise attorney time entries; assist with invoicing coordination
• Manage correspondence with clients and outside counsel
• Notify attorneys of incoming mail and packages
• Coordinate workflow and prioritize assignments to ensure deadlines are consistently met
• Arrange attorney travel and reservations as needed
• Reserve conference rooms, arrange equipment, and coordinate catering for meetings

Qualifications & Requirements:

• Minimum 3+ years of law firm experience as a legal secretary or paralegal; trust & estates experience strongly preferred
• Bachelor's degree preferred
• Advanced proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and NetDocuments
• Exceptional organizational skills with strong attention to detail and the ability to manage multiple priorities
• Strong interpersonal skills with the ability to build effective working relationships with attorneys, staff, and clients
• Excellent written and verbal communication skills
• High level of professionalism and discretion; ability to maintain confidentiality at all times
• Strong judgment and common‐sense problem‐solving abilities
• Ability to handle routine responsibilities while navigating sensitive or complex assignments
• Flexibility to work overtime as needed
• Consistent punctuality and dependable attendance
• Notary Public status strongly preferred

Location: Westlake Village, CA — 100% onsite

Pay: 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, the salary range is estimated to be $60,000 to $80,000 annual salary and benefits may include medical, dental, vision, and 401k plans.

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

We are working with highly respected, growing, full-service, Oakland, California based law firm with a strong commitment to providing exceptional legal services to its clients. The firm seeks a highly motivated and experienced Trust & Estates Litigation Attorney to join its Trusts and Estates Litigation Practice Group, representing a diverse client base including high-net-worth individuals, fiduciaries, and charitable organizations, in all aspects of trust and estate controversies.

The ideal candidate will have five or more (5+) years of dedicated experience in trust, estate, and conservatorship litigation in California. The role offers the successful candidate the opportunity to manage a diverse caseload, work closely with partners, and take a lead role in all phases of litigation, from initial case assessment through trial and appeal. Minimum billable hours are 1610/yr. Attorneys meeting or exceeding that goal may increase their earnings significantly through the firm's tiered bonus program. The annual base salary for the position is $165,000 to $195,000/yr., depending upon attorney experience, skills, and qualifications. Depending on billable hours, total compensation can range up to $207,000 for those at the lower end of the salary range to $245,000 at the higher end.

RESPONSIBILITIES

• Manage and litigate complex trust, estate, and conservatorship disputes, including but not limited to (a) will and trust contests (e.g., undue influence, lack of capacity, fraud); (b) breach of fiduciary duty claims against trustees, executors, and conservators; (c) petitions for instructions and accountings; (d) spousal property petitions; (e) elder abuse actions (financial and physical); (f) conservatorship contested matters; (g) probate and trust administration disputes.
• Conduct legal research and analysis, draft pleadings, motions, and briefs.
• Handle all aspects of discovery, including propounding and responding to written discovery, and taking/defending depositions.
• Prepare for and attend court hearings, mediations, arbitrations, and trials.
• Communicate effectively with clients, opposing counsel, and court personnel.
• Develop and implement effective case strategies.
• Collaborate with partners and other attorneys on complex matters.
• Mentor junior attorneys and support staff as needed.
• Maintain accurate time records and ensure compliance with billing requirements.

QUALIFICATIONS:

• Juris Doctor (J.D.) degree
• Active membership in good standing with the California State Bar
• Five or more (5+) years of demonstrable experience specializing in California Trust & Estates Litigation
• Strong understanding of the California Probate Code, related statutes, and case law
• Exceptional written and oral communication skills, with a proven ability to draft persuasive legal documents and advocate effectively in court
• Excellent analytical, research, and problem-solving skills
• Ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced environment
• Strong interpersonal skills and a client-focused approach
• Experience with trial preparation and courtroom advocacy is highly preferred
• A proven track record of successfully resolving complex litigation matters
• Ability to work on a hybrid schedule requiring three (3) days in the office after ninety (90) days of employment

OTHER DETAILS

• Salary of $165,000 - $195,000 (for minimum billables of 1610 hrs./yr.), depending upon attorney experience, skills, and qualifications.
• Hybrid work schedule requiring three (3) days in office after ninety (90) days of employment
• Comprehensive benefits package, including medical, dental, vision, and life insurance.
• 401(k) plan
• Generous paid time off and holidays.
• Professionaldevelopment opportunities
• A collegial and supportive work environment.
• Opportunity for significant growth and advancement within the firm.

Candidates may apply for this position on LinkedIn, on the Hire Counsel website, or by direct e-mail to We at Hire Counsel cannot promise that a particular candidate will get the job or an interview, but we can promise that we will review all submitted resumes.

About Hire Counsel, a Purpose Legal Company

Hire Counsel, a Purpose Legal Company, is an agile legal talent agency. We build connections between legal professionals and our clients, some of the nation's largest law firms and legal departments (and some of the smallest). By connecting good lawyers with our clients, we help attorneys find a permanent home. We also provide individuals with the option to work on contract (temporary) assignments to aid their stability as they proceed with their job searches. Hire Counsel holds all resumes in the strictest confidence.

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 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

DarrowEverett LLP is looking for a Trust & Estates Attorney for our Boston or Providence offices with immediate availability. The candidate must have excellent communication and administrative skills, be highly organized and detail-oriented, be able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its reputation.

Role & Responsibilities

• Provide legal guidance and advice to clients on estate planning, business formation, special needs planning, high net worth estate planning, and related areas of law.
• Draft legal documents, including trusts, wills, powers of attorney, and other estate planning and business succession documents.
• Drafting sophisticated estate and tax planning documents, such as SLATs, IDGTs, charitable remainder and lead trusts, and decanting instruments.
• Representing personal representatives and trusts before probate and family courts, on a variety of estate, trust and guardianship matters.
• Assist clients in creating and implementing strategies to protect and preserve assets.
• Comply with all client and firm standard operating procedures.
• Legal and tax research.

Qualifications:

• Bachelor’s degree and J.D. Degree
• Ideal candidates will have a minimum of 3 to 5 years’ experience in trust and estate matters, business formation, and related areas of law, including high net worth estate planning.
• The ideal candidate will have experience working directly with high-net-worth clients on estate preservation and planning strategies, including preparing revocable and irrevocable trusts for asset protection and tax strategies, and managing reorganization of asset ownership.
• Handling surrogate court proceedings.
• Strong oral and written communication skills
• Ability to organize factual and legal data into clear and logical arguments.
• Ability to handle sensitive matters on a confidential basis.
• An active license as an attorney in Massachusetts. Active licenses in Florida and Rhode Island are a plus.
• A high degree of initiative, mature judgment, and discretion.
• Organization and time management skills.

Trust & Estate Paralegal (Newark, New Jersey) 2 days remote

A leading Newark law firm seeks an experienced and detail-oriented Trust & Estates Paralegal to support attorneys in its Tax, Trusts & Estates practice. This role requires strong paralegal and accounting skills, accuracy, and the ability to work independently with clients and third parties.

Hybrid 2 days remote

Must have 2 years or more of Trust & Estate Paralegal Experience. Must have financial knowledge

of Estate Finances.

• Manage estate and trust fiduciary accounts and checkbooks
• Prepare checks for expenses, distributions, and disbursements
• Reconcile bank statements and maintain accurate records
• Coordinate with attorneys to ensure timely payment of invoices
• Assist with internal accounting systems and process improvements

Client & File Management

• Communicate with clients, beneficiaries, and professionals
• Maintain organized and up-to-date client files

Estate & Trust Administration

• Gather and analyze probate and non-probate asset information
• Prepare asset inventories and assist with estate accountings
• Track trust income, expenses, distributions, and beneficiaries
• Organize documentation for estate and inheritance tax filings (IRS Form 706, NY ET-706, NJ IT-R, etc.)

Analysis & Projections

• Assist with estate tax projections and administration cost estimates in coordination with attorneys

General Support

• Draft routine correspondence and assist with court filings
• Use Microsoft Word, Excel, Outlook, and iManage

Qualifications

• 2+ years of Trust & Estates bookkeeping experience in a law or accounting firm
• Associate’s or Bachelor’s degree, or Paralegal Certificate

Aloia Law is a boutique law firm specializing in complex commercial litigation, real estate and business transactions, and municipal law. We are a well-established firm with an exceptional reputation for providing personalized service and maintaining long-term client relationships.

We are seeking a highly motivated and experienced Wills and Trusts Attorney to join our team in Mt. Clemens, Michigan. The ideal candidate has 7+ years of experience in Estate Planning, Probate Administration, Trust Administration, Asset Protection, and Business Succession Planning who has developed strong, trusted client relationships over the course of their practice. This role is well-suited for an attorney who has an existing practice and would enjoy significantly expanding their estate planning practice within a collaborative firm environment. The position involves providing compassionate, client‐focused counsel, managing a diverse caseload, and serving in a visible, client‐facing leadership role. This is a unique opportunity for an accomplished practitioner to help guide the next phase of our firm's growth through a trusts and estates practice in a supportive culture that values respect, collaboration, and professionalism.

KEY RESPONSIBILITIES:

• Conduct estate planning consultations with prospective and existing clients
• Provide strategic legal recommendations and guide clients through every stage of the planning process
• Advise clients on estate planning, asset protection, wealth transfer strategies, and business succession planning
• Draft and review comprehensive estate plans tailored to each client's goals and objectives
• Counsel clients on probate and trust administration from initiation through closing
• Maintain timely and professional communications with clients by phone and email
• Collaborate closely with internal team members and clients outside advisors, including CPAs, financial advisors, and other professionals
• Update and maintain compliance with state and federal estate laws
• Build and maintain client relationships, delivering straightforward and empathetic guidance through complex decisions
• Contribute to firm development through client relationships and professional engagement

REQUIREMENTS AND QUALIFICATIONS:

• 7+ years legal expertise in estate planning, probate and trust administration, asset protection, and business succession planning
• Strong interpersonal and communication skills
• Strong drafting, analytical, and organizational skills with exceptional attention to detail
• Excellent client counseling and communication abilities with a high level of responsiveness
• Ability to work independently as well as collaboratively
• Ability to manage a diverse caseload with attention to detail and sensitivity to client needs
• Commitment to excellent client service and professional integrity
• Juris Doctor (J.D.) degree from an accredited law school
• Licensed and in good standing with the State Bar of Michigan

BENEFITS:

• Compensation will be commensurate with experience and skill set
• Benefits for a full-time position include a retirement plan with employer match, life insurance, short-term and long-term disability insurance, and a medical insurance plan that includes health, vision, and dental coverage with an HSA option
• Paid time off and paid holidays
• Ongoing training, mentorship, and professional development
• Paid bar dues and continuing legal education
• We offer a flexible work environment with emphasis on work life balance in a supportive and collaborative team atmosphere while encouraging you to develop your skills in meaningful ways

HOW TO APPLY:

Candidates should submit a resume and cover letter outlining your experience and interest in the position to Human Resources at All inquiries will be handled confidentially. Aloia Law is an Equal Opportunity Employer.

Candidates only please. Recruiters and/or Recruiting Agencies, we ask that you do not respond to or contact this Employer.

A highly regarded law firm in Washington, DC is seeking a Trusts & Estates Associate with 5–8 years of experience to join its growing Private Client practice. This is an excellent opportunity to work with high- and ultra-high-net-worth individuals and families on sophisticated estate planning and wealth transfer matters.

The ideal candidate will have strong experience advising clients on complex tax planning strategies, trust and estate administration, and business succession planning while collaborating with a team of experienced attorneys and advisors.

Key Responsibilities

• Advise high- and ultra-high-net-worth clients on sophisticated estate and wealth transfer planning strategies
• Draft and implement estate planning documents, including wills, revocable and irrevocable trusts, and related planning vehicles
• Handle trust and estate administration, including probate matters and post-death planning
• Assist clients with gift, estate, and generation-skipping transfer (GST) tax planning
• Support business succession planning for closely held businesses and family enterprises
• Work closely with clients, accountants, financial advisors, and other professional advisors

Qualifications

• 5–8 years of experience in Trusts & Estates / Private Client practice
• Significant experience with estate planning for high- and ultra-high-net-worth individuals
• Strong background in tax planning, trust and estate administration, and wealth transfer strategies
• Experience with exempt organizations (beyond charitable giving) is a plus
• LL.M. in Taxation preferred
• DC Bar admission required (or must obtain upon hire)
• Maryland and/or Virginia Bar admission preferred or willingness to obtain

JOB DESCRIPTION

Job Title: Trust & Estates / Corporate Legal Assistant

Department: Corporate

Location: Westlake Village

Position Summary

The Trust & Estates / Corporate Legal Assistant provides comprehensive administrative and legal support to attorneys within the Trusts & Estates and Corporate practice groups. This role supports transactional matters through document preparation, client communication, calendaring, billing coordination, and overall matter management. The ideal candidate is detail-oriented, highly organized, and able to manage multiple priorities in a fast-paced law firm environment.

Essential Duties and Responsibilities

• Provide administrative and legal support for corporate, trust and estates, and general transactional matters.
• Draft, proofread, revise, and finalize legal documents, correspondence, engagement letters, and governance materials.
• Assist in the preparation and organization of estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related instruments.
• Assist with preparation of corporate documents, including agreements, cap tables, bylaws, and other governance materials.
• Draft document “shells” and locate precedent documents within the firm’s document management system.
• Troubleshoot formatting and ensure accuracy and consistency of legal documents.
• Maintain client files (electronic and hard copy) and prepare new matter intake forms.
• Open new matters for assigned attorneys, including completion of file opening documentation.
• Manage attorney calendars, schedule meetings (virtual and in-person), and track deadlines.
• Coordinate conference room reservations, arrange equipment needs, and organize catering as needed.
• Manage and track attorney CLE records.
• Prepare and submit expense reports, review and revise attorney time entries, and assist with billing and invoicing coordination.
• Communicate professionally with clients, opposing counsel, and internal staff.
• Notify attorneys promptly of incoming mail and deliveries.
• Coordinate workflow and prioritize assignments to ensure all deadlines are met.
• Arrange attorney travel and related reservations.

Qualifications

• Minimum of 3 years of law firm experience as a legal assistant, legal secretary, or paralegal, preferably with Trust & Estates experience.
• Bachelor’s degree preferred.
• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Experience with NetDocuments (NetDocs) strongly preferred.
• Exceptional organizational skills with strong attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• Professional demeanor with the ability to build effective relationships with attorneys, staff, and clients.
• Ability to maintain strict confidentiality and exercise sound judgment.
• Strong critical thinking and problem-solving skills.
• Ability to work overtime as needed.
• Reliable attendance and punctuality required.
• Notary Public certification strongly preferred.

Physical Requirements

• Ability to lift up to 25 pounds.
• Frequent sitting, typing, bending, standing, kneeling, and reaching.
• Ability to remain seated for extended periods.
• Ability to move throughout the office as needed to support various departments.

Job Description: Legal Assistant – Trusts & Estates

This role provides administrative and legal 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 legal assistant or administrative support role within a law firm. The legal assistant must demonstrate strong organizational and case-management skills, the ability to support multiple attorneys simultaneously, and the capacity to manage varied and competing priorities.

Key Responsibilities

• Managing trust and estate administration matters, including preparation and filing of Massachusetts probate court forms.
• Communicating directly with clients, fiduciaries, financial advisors, and other third parties, including requests for date-of-death valuations, appraisals, and correspondence with probate courts.
• Supporting attorneys with estate planning matters, including client intake, preparation of engagement letters, explanatory correspondence, and estate planning funding instructions.
• Drafting, revising, and proofreading 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, court deadlines, and estate plan execution dates.
• Organizing and maintaining client files and records in document management systems.
• Assisting with general administrative tasks related to the trusts and estates practice, including scheduling, correspondence, and document preparation.

Qualifications

• At least five (5) years of experience as a legal assistant or similar role 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 NetDocuments, 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 professional advisors.
• Ability to maintain confidentiality and appropriately handle sensitive and personal information.
• Willingness to learn new skills and adapt to changing processes and workflows.

Benefits

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

About:

A highly regarded Arizona law firm with more than six decades of service to its clients and community is seeking an experienced Trust & Estates (Probate Litigation) Associate to join its Scottsdale-area office. This is an excellent opportunity for an attorney with a strong background in probate and fiduciary litigation who is looking to grow their career.

The ideal candidate will bring substantive experience handling complex trust and estate disputes, including trust contests, will challenges, guardianship proceedings, and other fiduciary litigation matters. This role offers significant courtroom exposure, direct client interaction, and a clear path to partnership for attorneys eager to take on leadership within sophisticated probate litigation matters.

About the Firm:

The firm has built a longstanding reputation for delivering creative, strategic, and client-focused legal solutions grounded in professionalism and integrity. The firm and its attorneys have been consistently recognized by leading national legal ranking publications, reflecting their depth of talent and commitment to excellence.

Attorneys at the firm benefit from a supportive and team-oriented culture that encourages professional growth, meaningful client relationships, and hands-on litigation experience across all phases of probate disputes, from initial filings through mediation, depositions, and trial.

Qualifications:

• 3+ years of experience in probate, trust, and estate litigation.

• Experience handling trust contests, will challenges, guardianships, and fiduciary disputes.

• Arizona bar admission required.

How to Apply:

Please click the “Apply” button and submit your resume.

Thank you for your interest!

Trust & Estate Attorney (Elder Law Attorney) – Hybrid

Job Type: Full-Time

Schedule: Monday to Friday

Salary: $80,000-100,000 per year (commensurate with experience)

Location: 150 River Road, Building O, Suite 2B Montville, New Jersey 07045

Work Arrangement: Hybrid

About the Firm

For more than 30 years, Muchnik Elder Law P.C., together with its predecessor firms, has specialized in Elder Law, Estate Planning, Medicaid Planning, Probate, Guardianship, and Trust & Estate Administration. We proudly serve families throughout New York and New Jersey with compassionate, personalized, and highly skilled legal representation.

Our firm is dedicated to helping clients protect their assets, plan for long-term care, provide for future family generations, and navigate complex legal matters with dignity and clarity. We value professionalism, client-centered service, and a collaborative team environment.

What We Are Looking For

We are seeking a New Jersey Barred Attorney with a minimum of two (2) years of experience practicing law (preference given to candidates with backgrounds in Trust & Estates and/or Elder Law).

The ideal candidate is service-oriented, detail-driven, and comfortable handling client matters from intake through completion. This is an excellent opportunity for an attorney seeking meaningful client interaction, professional growth, and work-life balance within a supportive team.

Qualifications

• Active member in good standing of the New Jersey Bar (required)
• Minimum 2 years of Trust & Estates experience as a practicing attorney
• Experience in Elder Law, Medicaid planning, estate planning, or estate administration preferred
• Strong drafting and legal writing skills
• Experience with Surrogate’s Court or Probate Court proceedings
• Familiarity with fiduciary accounting and estate tax concepts is a plus
• Excellent verbal and written communication skills
• Strong organizational and time-management abilities
• Client-service oriented with the ability to assess client needs effectively
• Self-motivated with strong analytical and problem-solving skills
• Proficiency in Microsoft Office and legal research platforms (Westlaw, Lexis, or similar)
• Reliable transportation for occasional court appearances or filings
• Admission to the New York Bar is a plus but not required.

Responsibilities Include

• Drafting and reviewing estate planning documents (Wills, Trusts, Powers of Attorney, Advance Directives)
• Advising clients on asset protection and Medicaid planning strategies
• Managing estate administration matters from inception through closing
• Preparing and filing probate and administration pleadings
• Representing clients in uncontested and contested probate matters
• Handling guardianship applications and related court proceedings
• Communicating with clients, financial institutions, courts, and government agencies
• Assisting with Medicaid applications and long-term care planning
• Court appearances as required
• Maintaining accurate billing records and case documentation
• Participating in community outreach, educational seminars, and business development initiatives

Compensation Package Includes

• Salary range: $80,000-100,000 per year, based on experience
• Annual performance evaluation and salary review
• Retirement plan with employer contribution
• Generous Paid Time Off
• CLE reimbursement and bar registration fees
• Professional development opportunities
• Convenient free parking, and reimbursement of business mileage and expense related to client matters
• Hybrid work flexibility (remote work up to three days per week after introductory period)
• Supportive, collegial team environment with opportunity for growth and advancement

Now Hiring: Legal Assistant – Trusts & Estates

Are you an experienced Legal Assistant with a background in Trusts & Estates? Do you enjoy providing high‐level support to attorneys and working with sophisticated clientele? If so, this opportunity may be a great fit for you. We're partnering with a respected organization seeking a detail‐driven Legal Assistant to join its Trusts & Estates team. This role supports attorneys who work closely with high‐net‐worth clients, so strong communication skills and a polished, client‐focused approach are essential.

What You'll Do

• Proactively manage attorneys' schedules, anticipating needs in advance
• Draft, edit, and proofread documents with a high level of accuracy
• Maintain calendars, schedule meetings, and coordinate travel logistics
• Process reimbursements, expense reports, and check requests
• Enter, review, and finalize attorney time entries in the timekeeping system
• Manage monthly billing, including reviewing prebills and narrative edits
• Open new matters, run conflict checks, and maintain organized files
• Handle file maintenance, organization, and off‐site storage preparation
• Maintain strict confidentiality of all client and internal information

What We're Looking For

• 3+ years of Trusts & Estates experience preferred, or 3+ years as an Executive Assistant/Secretary in a professional office
• Strong skills in Microsoft Word, Excel, Outlook, and PowerPoint
• Experience with document management and time entry systems (a plus)
• Excellent grammar, spelling, and communication abilities
• Highly organized with strong attention to detail
• Ability to adapt to changing priorities and manage multiple tasks
• Client‐focused mindset
• Billing experience (including electronic billing) preferred
• BA/BS preferred, but not required

Benefits & Additional Details

• Medical & Dental insurance
• Group Life & Long‐Term Disability
• 401(k)
• 17 days PTO

Compensation: $55,000 – $75,000

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.

Please closely read the job requirements.

We're helping our client, a community bank in Sussex County, NJ, fill a Trust Administrator position. The role will manage accounts with trust product customers from account opening to closure; communicating with beneficiaries and other stakeholders; facilitating payments for expenses, liabilities, and disbursement of funds; overseeing preparation and payment of taxes; and in general being a polished representative of the bank.

Candidates must have:

• At least 3 years of experience, ideally 5+, in either a bank's trust department or at a law firm specializing in trust and estate. Paralegals are encouraged to apply.
• The ability to work in Andover, NJ 3 days per week.

If you're interested and meet the above qualifications, email Sean at , attaching your resume. Thanks!

Trusts & Estates Attorney | Hybrid | $140K–$190K | Mid-Size Boston Firm

Distinct Recruitment are working with a highly respected mid-size law firm in Boston that's looking to add a Trusts & Estates Attorney to their growing team. This is an incredible opportunity for someone who wants to work on sophisticated estate planning and administration matters, often involving high-net-worth clients, in an environment that offers both mentorship and autonomy.

Why this firm?

"Person first, attorney second" — it's not just their motto, it’s how they operate.

Hybrid work model — flexibility without sacrificing collaboration.

Compensation between $140,000 – $190,000, commensurate with experience.

Clear path to partnership with supportive leadership.

A genuinely collaborative culture full of smart, kind people.

What you'll do:

• Advise individuals and families on complex estate planning, tax strategies, and trust administration.
• Work directly with clients from day one — you're not just behind the scenes here.
• Join a team known for its technical excellence and practical approach.

What they're looking for:

• 3+ years of experience in estate planning and trust & estate administration.
• Exposure to or interest in working with high-net-worth individuals.
• Someone who values client relationships as much as technical precision.

If you're looking for a firm where you can grow long-term, do meaningful work, and be surrounded by genuinely good people, let’s talk.

Message me directly or apply below to learn more — all inquiries held in strict confidence.