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Job Description: Legal Assistant β 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.
Company Description
Goede, DeBoest & Cross, PLLC is a respected law firm renowned for its dedication to achieving cost-effective legal solutions through strategic and thorough representation. With a tradition of integrity and strong client relationships, the firm prides itself on offering high-quality, professional legal services across diverse practice areas, including estate planning, community association law, corporate law, and litigation. Located in Naples, FL, the firm operates with a multidisciplinary approach, relying on in-house expertise to efficiently address complex legal matters. As a leader in the legal field, the firm is deeply committed to staying informed on legal developments and passionately advocates for its clients' best interests.
Role Description
This is a full-time role for a Trust & Estate Attorney based in Naples, FL, The Trust & Estate Attorney will be responsible for drafting, reviewing, and advising on trust and estate planning documents, researching legal issues, providing expert legal advice to clients, engaging in negotiations, and representing clients in probate and trust administration matters. Collaboration with the firm's multidisciplinary team to provide comprehensive legal service is a key aspect of the role.
Qualifications
- Strong expertise in Law, including Trusts & Estates, and familiarity with tax law would be helpful but not required.
- Proficiency in providing detailed and accurate Legal Advice to clients, ensuring adherence to applicable laws and regulations
- Demonstrated ability in Research and understanding of precedent to support legal opinions and strategies
- Strong organizational, time management, and project management skills
- Excellent oral and written communication skills, along with strong interpersonal abilities
- Juris Doctor (JD) degree from an accredited law school and active membership in the Florida Bar
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 βone stopβ 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 clientsβ 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 Youβll 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 otherβs 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 βchurn and burnβ 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
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:
- Bachelorβs degree and J.D. Degree
- Ideal candidates will have a minimum of 3 to 5 yearsβ 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 Attorney (Elder Law Attorney) β 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 Surrogateβs 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
LHH Recruitment is partnering with a respected Naples legal group seeking a Temporary T&E Legal Assistant to support a busy Trusts & Estates practice.
Role Basics
- Location: Naples, FL β onβsite, 5 days/week
- Schedule: Fullβtime, 40 hrs/week with potential OT
- Start: ASAP
- Parking: Free onβsite parking
- Compensation: $20β$30/hr
- Eligibility: Law students are welcome to apply and will be considered if they can manage the assignment.
Key Responsibilities
- Draft and format core T&E documents (wills, trusts, probate filings).
- Manage attorney calendars, deadlines, and meetings.
- Eβfile court documents; coordinate notarizations and signing appointments.
- Maintain organized client files; assist with intake and general admin support.
- Handle correspondence and communication with attorneys, clients, and courts.
- Assist with billing entries, task tracking, and followβup items.
What Will Help You Succeed
- Experience in Trusts & Estates, Estate Planning, or Probate preferred.
- Strong organization, accuracy, and communication skills.
- Ability to thrive in an onβsite, fastβmoving legal environment.
Apply today!
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
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:
β’ The California Fair Chance Act
β’ Los Angeles City Fair Chance Ordinance
β’ Los Angeles County Fair Chance Ordinance for Employers
β’ 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.
Are you a detail-driven Legal Assistant who thrives in a busy, client-facing environment and values structure, consistency, and collaboration?
This is the kind of role where your initiative, professionalism, and follow-through will be deeply appreciatedβand where your work will make a lasting impact on clients and the team.
What Youβll Do
- Provide legal and administrative support in Trusts & Estates, Probate, Wills, and Real Estate matters
- Draft, proofread, and manage legal documents with a high attention to detail
- Coordinate and assist with probate filings, will signings, and document execution
- Maintain client communication and manage document flow
- Anticipate attorney needs, ensuring deadlines and details donβt slip through the cracks
What Weβre Looking For
- 3+ years of legal assistant experience (required)
- Trusts & Estates law experience in a law firm (required)
- Strong document drafting and proofreading skills
- Excellent written and verbal communication skills
- Confident, composed, and client-facing demeanor
- Proficiency in Microsoft Office Suite
Why This Opportunity
- Collegial and team-oriented environment
- Work closely with thoughtful attorneys and a collaborative support staff
- Meaningful, client-centered workβthis isnβt high-volume or impersonal
- Your skills will be valued, and your reliability will make you a true cornerstone of the team
Benefits Package
- 401(k) with matching
- Medical, dental, vision, disability, and life insurance
- Paid time off & parental leave
- Employee assistance & wellness programs
- Flexible spending accounts & health savings accounts
Prime Legal is supporting a national firm in their search for a Probate/Trust & Estates Paralegal to support a great team with complex probate matters in their Washington, DC office! This business firm is looking for someone who wants to work in a fast-paced setting with a great team environment. Reach out now to learn more details about the firm, responsibilities and next steps!
What you get:
- Work with a reputable firm on complex probate matters!
- Earn a ton of autonomy with your work!
- Excellent benefits and salary!
What you'll need:
- 3+ years experience as a Paralegal - specifically Probate/Trust & Estates matters
- Desire to work in a fast-paced setting with a high volume exposure
- Ability to stay organized and prioritize tasks for your team efficiently!
- Excellent interpersonal skills are a must with colleagues and clients!
Prime Legal is your legal recruitment specialist providing top quality candidates at every level of the legal profession. All inquiries are kept confidential, and your information will not be shared without your prior approval. Salary range listed is determined by years of experience.
All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.
Trusts & Estates Attorney | Hybrid | $140Kβ$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" β it's not just their motto, itβs how they operate.
Hybrid work model β flexibility without sacrificing collaboration.
Compensation between $140,000 β $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 β 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, letβs talk.
Message me directly or apply below to learn more β all inquiries held in strict confidence.
Elville and Associates, P.C. is a leading Maryland law firm focused on estate planning, elder law, and special needs planning. Our mission is to educate, empower, and guide clients through lifeβs most important legal and financial decisions.
Weβre looking for a Senior Paralegal to join our team at our Columbia headquarters. In this key role, youβll support our senior attorneys and estate planning department, helping clients and families through every step of the estate planning process.
What Youβll Do
- Draft estate planning and trust documents with precision and care.
- Attend and lead client signings as a notary/witness.
- Support trust administration, including bill payments, accountings, property management, and communication with co-trustees, trust protectors, and outside professionals.
- Assist with estate administration, including coordinating tax filings and correspondence with the IRS and Comptroller of Maryland.
- Provide in-office support and help close files with accuracy and efficiency.
What Weβre Looking For
- 5+ years of paralegal experience in estates, trusts, or related legal practice areas.
- Excellent attention to detail and strong organizational skills.
- A client-focused, proactive, and collaborative mindset.
- Proficiency with Microsoft Office and legal document systems.
- Experience with Clio Grow and Manage is a plus.
Why Youβll Love Working Here
- Competitive compensation and bonus opportunities.
- Potential for hybrid schedule with primary in-office work in Columbia.
- Unlimited paid time off (UPTO) and strong work-life balance.
- 401(k) with employer matching.
- Life insurance, employee discounts, professional development, and an Employee Assistance Program (EAP).
- A positive, team-oriented culture built on education, compassion, and excellence.
Apply Now
Send your cover letter and rΓ©sumΓ© to:
Jeff Stauffer, Community Relations Director
Learn more about us at
Role Description
Mid-sized, 30+ attorney law firm in the north metro is seeking a full-time Wills/Estates & Probate/Trust Associate Attorney to join our existing team. The attorney will focus on providing legal counsel in estate planning, probate, and trust matters for a variety of clients. Responsibilities will include collaborating with clients to draft estate plans, providing legal advice, administering estates and trusts, and representing clients in related legal proceedings. This role requires dedication to excellent client service and the ability to work in an on-site, team-oriented professional environment.
Β
Qualifications
- Knowledge and experience in Estate Planning, and Probate & Trust Administration preferred
- Strong legal advice and consultation skills, with ability to deliver guidance
- Proficiency in research and ability to interpret complex legal principles effectively
- StrongΒ communication skills
- Licensed to practice law in the state of Minnesota
- Primarily in-office position with schedule flexibility
- Detail-oriented approach with excellent organizational skills
- 2+ years of experience in Wills, Probate, and Estate Planning is preferred
Salary:
$100,000-$130,000
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Free parking
- Health insurance
- Health savings account
- Life insurance
- Paid sick time
- Paid time off
- Parental leave
- Profit sharing
- Vision insurance
Litigation Paralegal β Remote with Occasional In-Person Meetings (Jacksonville, FL)
Greene | Kolyesnik BridgeTRUST, PLLC is seeking an experienced Litigation Paralegal to support our growing trust & estates and business litigation practice. This position is primarily remote, with occasional in-person meetings and court appearances as needed.
The ideal candidate will bring at least 3 years of civil litigation experience, with strong knowledge of the Florida Rules of Civil Procedure, experience with State and Federal E-filing, and the ability to manage complex cases with professionalism, discretion, and efficiency.
At BridgeTRUST, we are a boutique law firm dedicated to high-end probate, trust, business, and immigration matters. We combine big-firm sophistication with the personal touch and flexibility of a smaller practice. Our team values collaboration, integrity, and client-focused service.
Key Responsibilities
- Conduct legal research and analysis using reliable resources and databases.
- Draft pleadings, motions, subpoenas, discovery requests, and other litigation-related documents.
- Assist attorneys with case preparation, organization, and management of files and evidence.
- Coordinate depositions, hearings, mediations, and related events.
- Manage attorney calendars, including tracking deadlines, hearings, and court schedules.
- Communicate with clients, experts, witnesses, and opposing counsel.
- Support trial preparation, including exhibit lists, witness binders, and courtroom logistics.
- Maintain organized and secure electronic case files.
- Perform additional administrative and litigation support tasks as needed.
Qualifications
- Minimum 3 years of litigation paralegal experience in a law firm environment.
- Proficiency with Florida E-filing Portal and familiarity with federal court filing systems.
- Strong understanding of litigation procedures, deadlines, and case flow.
- Excellent organizational skills, attention to detail, and ability to prioritize effectively.
- Exceptional written and verbal communication skills with a professional and approachable demeanor.
- High level of integrity, confidentiality, and discretion.
- Proficiency in Microsoft Office Suite, Adobe Acrobat, and case management software.
- Ability to work independently in a primarily remote environment, while staying connected to a collaborative team.
Why BridgeTRUST?
We are not a traditional law firm. We are building a modern, boutique practice that values excellence, flexibility, and balance. Our attorneys and staff work closely as a team to deliver exceptional results for our clients while maintaining a supportive, professional environment.
- We offer competitive compensation, opportunities for growth, and the chance to be part of a forward-thinking firm where your contributions truly matter.
Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Franciscoβs 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 β including time recording, proactive deadline and matter management, and taking ownership of assigned projects β and doesnβt require supervision in these areas
- Is energized by participating on a dynamic team and demonstrates a genuine interest in contributing to the teamβs 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.
I am working with a highly regarded, forward-thinking law firm seeking a motivated Trusts & Estates Associate to join its growing Boston office. This is an exceptional opportunity to work closely with a busy partner who maintains a significant and expanding private client practice. Compensation range: $120,000β$150,000, commensurate with experience, skills, and overall qualifications.
Required Qualifications:
- J.D. from a top-ranked law school
- 2β5 years of trusts & estates experience
- Knowledge of Massachusetts probate laws and procedures
- Experience preparing federal and Massachusetts estate tax returns
- Strong analytical skills and exceptional attention to detail
- Excellent written and verbal communication skills
- Ability to manage competing deadlines and evolving client needs
- Active Massachusetts bar license
This is a strong growth opportunity for an associate seeking meaningful responsibility, hands-on client exposure, high-quality work, and a platform that values excellence, innovation, and teamwork.
All inquiries are handled confidentially. If you are open to a discreet discussion, please message me directly.
About Us
Marina Sirras & Associates LLC is a boutique legal recruiting firm committed to connecting exceptional legal talent with top-tier law firms and in-house legal departments nationwide. With decades of experience and a personalized, relationship-driven approach, we take pride in understanding the unique needs of both our clients and candidates.
We are a proud member of the National Association of Legal Search Consultants (NALSC) and strictly adhere to the NALSC Code of Ethics. Marina Sirras, our founder, is a former President and Chairperson of the organization, reflecting our longstanding commitment to integrity and professionalism in legal recruiting.
To learn more about our team and services, please visit us at
Are you a seasoned trusts and estates attorney ready to take your practice to the next level? Our clientβs 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 approachβworking 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 clientsβ 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.
Trusts and Estates Senior Attorney
Rhoades Levy Law Group P. C., a Northbrook, Illinois based law firm, is seeking a trusts and estates attorney to join its rapidly growing and highly collaborative law firm. The ideal candidate will have significant experience (7+ years) utilizing complex estate planning techniques handling sophisticated estate planning and wealth transfer matters including gift, estate, income tax, GST, charitable, and family business succession planning. Experience preparing estate and gift tax returns and the ability to manage complex trust administration and probate matters from beginning to end with paralegal support is required. Portable business is a plus for this partner-track position.
Education and Experience:
β’ J.D. from an ABA-approved law school
β’ Admitted to practice law in Illinois and in good standing with the Illinois Attorney Registration and Disciplinary Commission
β’ 7+ years of experience as a trusts and estates attorney with the experience outlined above
Key Attributes:
β’ Excellent analytical and writing skills
β’ Excellent technological and organizational skills
β’ Superior oral and written communication skills
β’ Excellent proofreading skills
β’ Ability to produce accurate work product with a high attention to detail
β’ Self-starter who is comfortable simultaneously managing multiple tasks
β’ Excellent to superb time management skills and ability to adjust to changing project priorities in a fast-paced and deadline-driven environment
β’ The ability to function both independently and within a collaborative environment
Our Core Values:
β’ Excellence
β’ Transparency
β’ Integrity
Base compensation for this position at the time of the posting starts at $125,000 annually based upon a full-time work schedule. Total compensation is commensurate with a book of business and years of experience and includes a discretionary bonus and 3% 401K contribution paid annually.
RLLaw offers ability to participate in benefits programs, including health insurance, paid time off, and 401k/profit sharing plan participation.
RLLaw also offers flexible hours, work from home options, and legal assistant support.
RLLaw values a diverse workplace, provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type.
Hinman, Howard & Kattell, LLP, a well-established and highly respected full-service law firm, is seeking a talented Trusts & Estates Associate to join our growing practice in our Binghamton, New York office. We are ideally looking for an attorney with 3β5 years of experience, though candidates with other levels of relevant experience are encouraged to apply.
Our Trusts & Estates team provides sophisticated, client-centered counsel to individuals and families across a broad range of planning needs. This position offers:
- Meaningful client contact and relationship-building opportunities
- Direct collaboration with experienced attorneys in a collegial, team-oriented environment
- Early responsibility with hands-on involvement in complex and rewarding matters
- Exposure to a diverse client base and varied estate planning challenges
- The opportunity to grow within a supportive and well-established regional firm
The ideal candidate will have experience in:
- Estate planning
- Estate and trust administration
- Elder law
- Special needs planning
This role includes regular client interaction and collaboration across practice groups. Occasional travel to our branch offices may be required to meet client needs.
- Admission to practice in New York (or eligibility for admission by waiver)
- Excellent written and oral communication skills
- Strong analytical, problem-solving, and organizational abilities
- Ability to manage multiple priorities efficiently
- Proficiency in Microsoft Word and Excel
- Self-motivated with the ability to work independently and as part of a collaborative team
This is an excellent opportunity for an attorney seeking professional growth, meaningful client engagement, and increasing responsibility within a sophisticated yet supportive practice. We value initiative, professionalism, and a commitment to delivering exceptional service.
If you are looking to build your career in a dynamic and respected firm environment, we encourage you to apply.
McLaughlin & Stern, LLPΒ recently opened our San Francisco office β and weβre already looking to expand.
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To complement our nationally prominent Trusts & Estates department of more than 35 partners and counsel, weβre seeking established Bay Area practitioners looking to join our team.
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With more than 125 years of history and a strong commitment to the private client practice, McLaughlin & Stern offers experienced practitioners the opportunity to work on complex estate planning, estate & trust administration and fiduciary matters, collaborating with our existing team.
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We are particularly interested in attorneys with portable business who are deeply connected to the San Francisco legal community, and who are seeking a long-term platform aligned with high-end private client work.
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Interested parties may contact us directly and confidentially.Β
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Connect with our team:Β
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#RaisingTheBar
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.