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You will need to have reliable internet, computer and android or iphone for remote access into the client systems during remote work.
We will be expected in the office weekly 3 days depending on the team requirement.
****Video/ f2f interviews are required prior to all offers.
Pay rate range: $54/hr
- $57/hr Negotiable based upon years of experience Job Title:Trust Associate The position is an intermediate to advanced Corporate Trust level position for the implementation and maintenance of Corporate Agency & Trust transactions.
The position will assist in implementing, maintaining new, and existing transactions.
Responsibilities: o Assist in the implementation and maintenance of Corporate Special Agency (MTN, M&A, CP/CD).
o Assist Transaction Managers with managing client day-to-day activities related to their transactions o Assist with supporting the distribution of relevant rate reset notices o Assist Transaction Managers in completion of internal projects related to their transactions and to Banking.
Assist with management of document custody request of releases o Address transactional inquiries from both internal and external Agency & Trust clients in connection with transactions.
o Adhere to Banking Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing and deal maintenance.
o Coordinate with Operations and clients for transaction set-up, activity and reporting.
o Coordinate with Operations for inquiries from clients.
o In all matters, demonstrate particular consideration for the banks reputation and safeguarding Banking, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications: o 2-5 years of relevant experience (e.g.
operations, transaction management, product management) o Demonstrated experience in deal implementation, deal maintenance, and direct interaction with clients o Ability to adjust priorities quickly as circumstances dictate o Ability to manage tight deadlines or unexpected changes in expectations or requirements o Intermediate level of expertise with Microsoft Excel and general computer knowledge o Demonstrate organizational , problem-solving and decision-making skills o Consistently demonstrates clear and concise written and verbal communication skills Education: o Bachelors degree or equivalent experience
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
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
Trusts & Estates/Corporate Assistant
Location: Westlake Village, CA
Salary Range: $60,000 to $80,000 per year, along with comprehensive benefits such as medical, dental, vision, etc.
Position Type: Full-Time, Onsite, Direct Hire
LHH is partnering with a well‐established boutique law firm in Westlake Village that specializes in trusts & estates, estate planning, probate administration, and corporate/business entity matters. They are seeking an experienced and detail‐oriented Trusts & Estates/Corporate Assistant to support a high-level practice and work directly with attorneys and clients. This role requires strong organizational skills, excellent client service, and the ability to manage a steady workflow involving both T&E and corporate administrative tasks.
Responsibilities:
- Assist with drafting, formatting, and preparing estate planning documents, including trusts, wills, powers of attorney, and related instruments
- Support trust and probate administration, including asset collection, maintenance of asset spreadsheets, preparation of correspondence, and communication with beneficiaries
- Prepare and organize corporate formation and maintenance documents, including entity formations, annual minutes, resolutions, and corporate record books
- Assist with filings related to business entities, including Secretary of State submissions and related compliance tasks
- Coordinate with financial institutions, accountants, appraisers, and fiduciaries to obtain necessary documents and asset information
- Prepare and maintain client files, calendars, and deadlines for both T&E and corporate matters
- Handle document execution, notarizations, scanning, and organization of completed estate planning binders
- Communicate professionally with clients, trustees, beneficiaries, and business owners regarding status updates and required action items
- Provide general administrative support to attorneys as needed, ensuring efficient workflow and accurate documentation
Qualifications:
- Minimum of 3 years of experience supporting a trusts & estates practice; experience with corporate/entity support strongly preferred
- Strong understanding of estate planning and probate concepts, terminology, and procedures
- Familiarity with corporate filings, entity maintenance, and basic business compliance documents
- Excellent attention to detail, accuracy, and follow‐through
- Strong written and verbal communication skills and a client‐service mindset
- Proficiency with legal software, document management systems, and Microsoft Office
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
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
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
CBIZ is partnering with a mid-size law firm in the search for a Trust and Estates Paralegal for their Downtown Los Angeles office. This is a hybrid position that offers two remote days per week once trained. Must have a minimum of five years experience in Trusts and Estates, Bachelor's Degree and ABA approved Paralegal certification. The role will involve working with the attorneys in all aspects of Trust and Estate matters.
Duties
Drafting estate planning and trust funding documents
Assisting with probate and trust litigation
Preparing estate tax returns
Establishing/maintaining business entities
Heavy client interaction
Other duties as assigned
Requirements
5+ years of Trust and Estates experience from a law firm (PLEASE DO NOT APPLY IF YOU DON'T HAVE THIS EXPERIENCE)
Bachelor's Degree and ABA approved Paralegal Certification
Proficiency in Microsoft Word, Excel, Outlook, Westlaw and Adobe Acrobat
Strong attention to detail
Notary commission is a plus
The salary range for this position is from $115,000-$135,000, DOE.
MUST BE ABLE TO PHYSICALLY WORK IN OFFICE IN DOWNTOWN LOS ANGELES 3 DAYS PER WEEK.
PLEASE NO JDS OR LICENSED ATTORNEYS.
For confidential and professional consideration, please send resumes to
Equal Opportunity Employer: CBIZ is an Equal Opportunity Employer. CBIZ does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.
Trusts & Estates Associate | Manhattan, NY (In-Office) – Base Salary $225,000+
Trusts & Estates Associate Location/Schedule: Manhattan, NY (100% In-Office – Heart of Midtown) Base Salary: $225,000+ (commensurate with experience; bonuses and full package competitive) Practice: Trusts & Estates – Comprehensive estate planning, trust administration, fiduciary matters, tax controversies, charitable planning, business succession, and multi-jurisdictional wealth strategies for high-net-worth individuals, families, and institutions
What stands out about this opportunity:
- Unrivaled Boutique Dominance: Elevate your career at NYC's premier Trusts & Estates boutique—Brick & Patel LLP—where hyper-specialized focus delivers unmatched depth and impact, free from the distractions of broader firm practices, allowing you to master complex wealth matters at the highest level.
- Elite, High-Net-Worth Clientele: Represent ultra-high-net-worth families, fiduciaries, financial institutions, and businesses in sophisticated, multi-generational planning—gaining exposure to intricate strategies involving tax optimization, asset protection, and cross-border elements that few practices can match.
- Multi-State Expertise Advantage: Harness the firm's proven reach across New York, New Jersey, Connecticut, Pennsylvania, and Florida, equipping you with portable, high-value skills in diverse jurisdictions and positioning you as a go-to expert in regional wealth disputes and planning.
- True Mentorship & Partnership Path: Thrive in a lean, collaborative team led by seasoned attorneys (including former judges and top practitioners), where you'll receive hands-on guidance, substantial autonomy from day one, and clear advancement to partnership for those who excel in this merit-driven environment.
- Premium Compensation in Prime NYC Setting: Command a strong $225,000+ base enhanced by performance incentives and top-tier benefits, all while immersing yourself in Manhattan's vibrant legal ecosystem from a prestigious Midtown location that blends prestige with real work-life integration.
Core Requirements (Flexibility for Exceptional Candidates):
- JD from an accredited law school and active New York State Bar admission (additional jurisdictions a plus, especially NJ, CT, PA, or FL).
- 3+ years of relevant trusts & estates experience, ideally in planning, administration, tax controversies, charitable giving, or fiduciary matters.
- Strong proficiency in drafting trusts/wills, tax analysis, client counseling, and handling complex estate matters with precision and discretion.
No one fits every box perfectly—if you're passionate about high-end trusts & estates and close on experience, let's connect confidentially! This is one of several similar roles I'm handling.
If this aligns with your vision for sophisticated wealth work, reach out for a quick, private discussion.
working/work at home options are available for this role.
Up to $180K Base + Bonus Multi-Million Dollar T+E Matters High rated Mid-Size Specialist Firm Hybrid in Worcester, MA
I am currently working with one of Massachusetts’s highest rated mid-size firms, who are actively seeking an experienced Trusts and Estate Attorney to join them. In terms of the opportunity, here is the headlines:
The Firm
- Multi-Award Winning Firm: Join a firm recognized for its prestige; winning ‘Best Place to Work’, ‘Best Law Firm’ & has multiple recognized Attorney’s
- High Level Environment: Work alongside Ex-Big Law Attorneys, T50 Grads and certified Super Lawyers in one of Massachusetts’s best rated Mid-Size firms!
- High-Quality Work, Without the City Hassle: Experience the caliber of Boston-level legal work in a firm renowned for its excellence and prestigious client base - without the stress and commute of city life.
The Role
- Estate & Tax Planning: Advise high-net-worth individuals and families on sophisticated estate planning strategies, focusing on wealth preservation, tax efficiency, charitable giving, and trust structuring.
- Trust & Estate Administration: Manage probate and trust administration matters from start to finish, ensuring full compliance with state and federal requirements while maintaining the highest fiduciary standards.
- Handle Complex Transactions: Draft, review, and negotiate a wide range of estate planning documents; including wills, trusts, and related agreements - customized to meet the unique goals of each client.
- Client Representation: Deliver strategic, personalized counsel to individuals, families, and business owners, collaborating with financial advisors, accountants, and other professionals to achieve comprehensive solutions.
- Litigation Support: Partner with litigation teams on contested estate and trust matters, including will contests, fiduciary duty disputes, and complex tax controversies.
The Requirements
- 5+ Years Experience
- Trusts & Estate Experience
- Barred in MA
The Package
- Up to $180K Base
- Performance Based Bonus
- Comprehensive Benefits Package
For a confidential and non-obligation call to find out more about this opportunity please apply here or email your resume to and let me know when you are free for a call to discuss this in more detail.
