Job Description Job Description About the Role Balian Law LLP is growing and seeking a Litigation Attorney (5+ years) who wants hands-on experience, meaningful responsibility, and direct involvement in sophisticated matters across trusts and estates, guardianship, and business litigation matters. The ideal candidate will be a skilled advocate with a passion for problem-solving and exceptional attention to detail. At Balian Law LLP, we provide personalized, strategic legal counsel across litigation, estate planning, real estate, and business matters. Practice Areas You'll Be Involved With Estate, trust, and probate litigation Business dispute resolution Guardianships and Conservatorships Corporate and Real Estate litigation matters Key Responsibilities Manage all phases of litigation, from pleadings through trial Draft pleadings, motions, briefs, discovery, and legal memoranda Prepare for and participate in hearings, depositions, and mediations Develop case strategy and manage workflow with minimal supervision Communicate directly with opposing counsel, courts, experts, and third parties Provide practical, business-minded advice aligned with client objectives We value responsiveness, attention to detail, and a practical, solutions-oriented approach to law Why Balian Law LLP? Manage cases, not just support them Direct collaboration with partners Sophisticated work without Big Law burnout Clear path for growth and advancement Competitive salary and benefits package Compensation & Benefits Competitive salary commensurate with experience Performance-based bonus opportunities Health benefits, PTO, and professional development support Required Qualifications Licensed to practice law in New Jersey (active, in good standing); New York, or eligibility to waive in, is a plus 5+ years of litigation experience at a law firm Strong courtroom presence and advocacy ability Ability to manage multiple files and deadlines independently Exceptional client service and communication skills Experience or exposure to tax, trusts & estates, business, and commercial law Prior experience with complex litigation and multi-party disputes Proven track record drafting substantive legal documents If you have the experience and drive we're looking for, please submit your resume and a writing sample to . Company Description At Balian Law, we are Trusts and Estates, Litigation, Real Estate, and Business Lawyers with decades of experience guiding families and businesses through life's most important legal decisions. We provide strategic, personalized solutions to help protect your assets, minimize tax exposure, and ensure a lasting legacy. Whether you're planning for the future or addressing current legal challenges, our firm is committed to delivering trusted advice and practical results every step of the way. Company Description At Balian Law, we are Trusts and Estates, Litigation, Real Estate, and Business Lawyers with decades of experience guiding families and businesses through life's most important legal decisions. We provide strategic, personalized solutions to help protect your assets, minimize tax exposure, and ensure a lasting legacy. Whether you're planning for the future or addressing current legal challenges, our firm is committed to delivering trusted advice and practical results every step of the way.
06/25/2026
Full time
Job Description Job Description About the Role Balian Law LLP is growing and seeking a Litigation Attorney (5+ years) who wants hands-on experience, meaningful responsibility, and direct involvement in sophisticated matters across trusts and estates, guardianship, and business litigation matters. The ideal candidate will be a skilled advocate with a passion for problem-solving and exceptional attention to detail. At Balian Law LLP, we provide personalized, strategic legal counsel across litigation, estate planning, real estate, and business matters. Practice Areas You'll Be Involved With Estate, trust, and probate litigation Business dispute resolution Guardianships and Conservatorships Corporate and Real Estate litigation matters Key Responsibilities Manage all phases of litigation, from pleadings through trial Draft pleadings, motions, briefs, discovery, and legal memoranda Prepare for and participate in hearings, depositions, and mediations Develop case strategy and manage workflow with minimal supervision Communicate directly with opposing counsel, courts, experts, and third parties Provide practical, business-minded advice aligned with client objectives We value responsiveness, attention to detail, and a practical, solutions-oriented approach to law Why Balian Law LLP? Manage cases, not just support them Direct collaboration with partners Sophisticated work without Big Law burnout Clear path for growth and advancement Competitive salary and benefits package Compensation & Benefits Competitive salary commensurate with experience Performance-based bonus opportunities Health benefits, PTO, and professional development support Required Qualifications Licensed to practice law in New Jersey (active, in good standing); New York, or eligibility to waive in, is a plus 5+ years of litigation experience at a law firm Strong courtroom presence and advocacy ability Ability to manage multiple files and deadlines independently Exceptional client service and communication skills Experience or exposure to tax, trusts & estates, business, and commercial law Prior experience with complex litigation and multi-party disputes Proven track record drafting substantive legal documents If you have the experience and drive we're looking for, please submit your resume and a writing sample to . Company Description At Balian Law, we are Trusts and Estates, Litigation, Real Estate, and Business Lawyers with decades of experience guiding families and businesses through life's most important legal decisions. We provide strategic, personalized solutions to help protect your assets, minimize tax exposure, and ensure a lasting legacy. Whether you're planning for the future or addressing current legal challenges, our firm is committed to delivering trusted advice and practical results every step of the way. Company Description At Balian Law, we are Trusts and Estates, Litigation, Real Estate, and Business Lawyers with decades of experience guiding families and businesses through life's most important legal decisions. We provide strategic, personalized solutions to help protect your assets, minimize tax exposure, and ensure a lasting legacy. Whether you're planning for the future or addressing current legal challenges, our firm is committed to delivering trusted advice and practical results every step of the way.
Summary: The role of the Client Relationship Lead is to provide training, support and leadership to the Client Relationship team and to be an assistant to the Client Relationship Supervisor. Essential Functions and Duties: Providing excellent communication to all clients by anticipating and resolving issues in a manner that exceeds the client's expectations. Working with teams throughout the organization to respond to client audit requests and questionnaires by assigned deadlines. Participating in monthly calls, remote audits, and on-site visits. Reviewing and responding to client inquiries to solve critical issues in a timely fashion. Properly tracking deadlines to meet client requirements Communicating regularly with the client to evaluate satisfaction and proactively identifying upcoming needs. Provide leadership to their team as described below Evaluate and act on exceptions Respond promptly to requests from management and attorneys Conduct clean desk sweeps for compliance purposes Supervisory Responsibility: Review and monitor staff for compliance and quality of work New hire and remedial training Recruiting, interviewing and hiring Motivate staff to meeting job requirements Prioritize assignments Track remote access and productivity Required Education & Experience: Two (2) years post-secondary education or comparable experience Competencies: Ability to coordinate multiple tasks simultaneously with differing levels of urgency Keen attention to detail to ensure accuracy of data Exceptional time management skills Demonstrate a high degree of professionalism and accountability Excellent communication skills (verbal and written) Excellent analytical thinking and organization skills Experience with Microsoft products: Outlook, Excel & Word Leadership skills and abilities Performance management and follow-up Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check and drug screening before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage range for this position is $21-$22/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 21-22 Hourly Wage PI2787a3b12c65-1913
06/25/2026
Full time
Summary: The role of the Client Relationship Lead is to provide training, support and leadership to the Client Relationship team and to be an assistant to the Client Relationship Supervisor. Essential Functions and Duties: Providing excellent communication to all clients by anticipating and resolving issues in a manner that exceeds the client's expectations. Working with teams throughout the organization to respond to client audit requests and questionnaires by assigned deadlines. Participating in monthly calls, remote audits, and on-site visits. Reviewing and responding to client inquiries to solve critical issues in a timely fashion. Properly tracking deadlines to meet client requirements Communicating regularly with the client to evaluate satisfaction and proactively identifying upcoming needs. Provide leadership to their team as described below Evaluate and act on exceptions Respond promptly to requests from management and attorneys Conduct clean desk sweeps for compliance purposes Supervisory Responsibility: Review and monitor staff for compliance and quality of work New hire and remedial training Recruiting, interviewing and hiring Motivate staff to meeting job requirements Prioritize assignments Track remote access and productivity Required Education & Experience: Two (2) years post-secondary education or comparable experience Competencies: Ability to coordinate multiple tasks simultaneously with differing levels of urgency Keen attention to detail to ensure accuracy of data Exceptional time management skills Demonstrate a high degree of professionalism and accountability Excellent communication skills (verbal and written) Excellent analytical thinking and organization skills Experience with Microsoft products: Outlook, Excel & Word Leadership skills and abilities Performance management and follow-up Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check and drug screening before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage range for this position is $21-$22/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 21-22 Hourly Wage PI2787a3b12c65-1913
Description: $750 Sign-On Bonus After 90 Days Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking a full-time, Client Relationship Coordinator to join our team in Plymouth, MN. The role of the Client Relationship Coordinator is to be the primary contact and owner of the client relationship. This role will work closely with teams throughout the organization to ensure client needs are addressed accurately and in timely manner. Will also participate in monthly calls, client audits, remote and on-site visits. Essential Functions and Duties: Providing excellent communication to all clients by anticipating and resolving issues in a manner that exceeds the client's expectations. Working with teams throughout the organization to respond to client audit requests and questionnaires by assigned deadlines. Participating in monthly calls, remote audits, and on-site visits. Reviewing and responding to client inquiries to solve critical in a timely fashion. Properly tracking deadlines to meet client requirements. Communicating regularly with the client to evaluate satisfaction and proactively identifying upcoming needs. Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Requirements: Required Education & Experience: High School Diploma/GED 2+ years of office and customer service experience Competencies: Ability to coordinate multiple tasks simultaneously with differing levels of urgency Keen attention to detail to ensure accuracy of data Exceptional time management skills Demonstrate a high degree of professionalism and accountability Excellent communication skills (verbal and written) Excellent analytical thinking and organization skills Experience with Microsoft products: Outlook, Excel & Word Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check and drug screening before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage range for this position is $19.00/hour. The wage range for this position is $19.00-$21.00/hour About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 19-19 Hourly Wage PIedd6d811f10d-1150
06/25/2026
Full time
Description: $750 Sign-On Bonus After 90 Days Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking a full-time, Client Relationship Coordinator to join our team in Plymouth, MN. The role of the Client Relationship Coordinator is to be the primary contact and owner of the client relationship. This role will work closely with teams throughout the organization to ensure client needs are addressed accurately and in timely manner. Will also participate in monthly calls, client audits, remote and on-site visits. Essential Functions and Duties: Providing excellent communication to all clients by anticipating and resolving issues in a manner that exceeds the client's expectations. Working with teams throughout the organization to respond to client audit requests and questionnaires by assigned deadlines. Participating in monthly calls, remote audits, and on-site visits. Reviewing and responding to client inquiries to solve critical in a timely fashion. Properly tracking deadlines to meet client requirements. Communicating regularly with the client to evaluate satisfaction and proactively identifying upcoming needs. Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Requirements: Required Education & Experience: High School Diploma/GED 2+ years of office and customer service experience Competencies: Ability to coordinate multiple tasks simultaneously with differing levels of urgency Keen attention to detail to ensure accuracy of data Exceptional time management skills Demonstrate a high degree of professionalism and accountability Excellent communication skills (verbal and written) Excellent analytical thinking and organization skills Experience with Microsoft products: Outlook, Excel & Word Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check and drug screening before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage range for this position is $19.00/hour. The wage range for this position is $19.00-$21.00/hour About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 19-19 Hourly Wage PIedd6d811f10d-1150
Law Offices Of David L Carrier P C
Grand Rapids, Michigan
Job Description Job Description The Law Office of David L. Carrier, P.C. is seeking an experienced Estate Planning Attorney for our firm, located on the north side of Grand Rapids. We focus on developing estate plans to protect the middle class. We specialize in Trusts, Wills, Asset Protection, Medicaid Applications, Probate, and Estate Administration. We are here to help people, and we have a process that makes it as stress free as possible. Our company is unique, and so is our culture. Our firm is predominantly run by Paralegals, rather than attorneys so our attorneys can focus on our clients and work that they find interesting and meaningful. What we are looking for in an attorney: Minimum 3 years of experience. Estate Planning and/or Elder Law experience strongly preferred Someone dynamic, driven, and dedicated Someone committed to the success of the firm. Our success is your success! Someone who is compassionate, as elder law and estate planning is sensitive work Someone who truly enjoys talking with and helping people Someone who has confidence and is a problem solver You must be a member of the Michigan Bar to apply Job responsibilities will include but are not limited to: Meeting with clients to answer questions and propose an estate plan for them Handling the sales aspects of the first meeting, "closing the deal" Following up with clients that you met with if you were not able to "close the deal" at the initial meeting Meeting with clients to review their estate plans that may be outdated Having direct contact with clients via phone, virtual, and in-person Creating posts for our various marketing platforms, including writing articles, blogs, etc. You will stand out as a candidate if: You have experience or interest in Estate Planning and/or Elder Law You have an existing client base and have experience with bringing in your own clients This is a salaried position, with a commission structure. Benefits: Medical and Dental Teladoc EyeMed Vision Short-term Disability PTO and Holidays Pine Rest - Employee Assistance Program (EAP) 401(k) with 3% match Estate Planning and Elder Law are the only areas we practice in. We are dedicated to being the best at what we do and providing the absolute best service and plan for our clients.
06/25/2026
Full time
Job Description Job Description The Law Office of David L. Carrier, P.C. is seeking an experienced Estate Planning Attorney for our firm, located on the north side of Grand Rapids. We focus on developing estate plans to protect the middle class. We specialize in Trusts, Wills, Asset Protection, Medicaid Applications, Probate, and Estate Administration. We are here to help people, and we have a process that makes it as stress free as possible. Our company is unique, and so is our culture. Our firm is predominantly run by Paralegals, rather than attorneys so our attorneys can focus on our clients and work that they find interesting and meaningful. What we are looking for in an attorney: Minimum 3 years of experience. Estate Planning and/or Elder Law experience strongly preferred Someone dynamic, driven, and dedicated Someone committed to the success of the firm. Our success is your success! Someone who is compassionate, as elder law and estate planning is sensitive work Someone who truly enjoys talking with and helping people Someone who has confidence and is a problem solver You must be a member of the Michigan Bar to apply Job responsibilities will include but are not limited to: Meeting with clients to answer questions and propose an estate plan for them Handling the sales aspects of the first meeting, "closing the deal" Following up with clients that you met with if you were not able to "close the deal" at the initial meeting Meeting with clients to review their estate plans that may be outdated Having direct contact with clients via phone, virtual, and in-person Creating posts for our various marketing platforms, including writing articles, blogs, etc. You will stand out as a candidate if: You have experience or interest in Estate Planning and/or Elder Law You have an existing client base and have experience with bringing in your own clients This is a salaried position, with a commission structure. Benefits: Medical and Dental Teladoc EyeMed Vision Short-term Disability PTO and Holidays Pine Rest - Employee Assistance Program (EAP) 401(k) with 3% match Estate Planning and Elder Law are the only areas we practice in. We are dedicated to being the best at what we do and providing the absolute best service and plan for our clients.
Law Offices Of David L Carrier P C
Grand Rapids, Michigan
Job Description Job Description The Law Office of David L. Carrier, P.C. is seeking an experienced Estate Planning Attorney for our firm, located on the north side of Grand Rapids. Our firm is open to candidates who are just beginning their career and are searching for their first attorney position and we are also open to attorneys who are searching for a different area of law or who want to work on a part-time basis. The firm will train the right individual who have the passion for estate planning law to assist our clients in safeguarding their assets and estate. We have satellite locations in Holland, Portage and Norton Shores. Estate Planning and Elder Law are the only areas we practice in. We are dedicated to being the best at what we do and providing the absolute best service and plan for our clients. We encourage you to apply for this great opportunity! Job Details: We focus on developing estate plans to protect the middle class. We specialize in Trusts, Wills, Asset Protection, Medicaid Applications, Probate, and Estate Administration. We are here to help people, and we have a process that makes it as stress free as possible. Our company is unique, and so is our culture. Our firm is predominantly run by Paralegals, rather than attorneys so our attorneys can focus on our clients and work that they find interesting and meaningful. What we are looking for in an attorney: Minimum 3 years of experience. Estate Planning and/or Elder Law experience strongly preferred Someone dynamic, driven, and dedicated Someone committed to the success of the firm. Our success is your success! Someone who is compassionate, as elder law and estate planning is sensitive work Someone who truly enjoys talking with and helping people Someone who has confidence and is a problem solver You must be a member of the Michigan Bar to apply Job responsibilities will include but are not limited to: Meeting with clients to answer questions and propose an estate plan for them Handling the sales aspects of the first meeting, "closing the deal" Following up with clients that you met with if you were not able to "close the deal" at the initial meeting Meeting with clients to review their estate plans that may be outdated Having direct contact with clients via phone, virtual, and in-person Creating posts for our various marketing platforms, including writing articles, blogs, etc. You will stand out as a candidate if: You have experience or interest in Estate Planning and/or Elder Law You have an existing client base and have experience with bringing in your own clients This is a salaried position, with a commission structure. Benefits: Medical and Dental Teladoc EyeMed Vision Short-term Disability PTO and Holidays Pine Rest - Employee Assistance Program (EAP) 401(k) with 3% match This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities. There may be unplanned activities and other duties assigned.
06/25/2026
Full time
Job Description Job Description The Law Office of David L. Carrier, P.C. is seeking an experienced Estate Planning Attorney for our firm, located on the north side of Grand Rapids. Our firm is open to candidates who are just beginning their career and are searching for their first attorney position and we are also open to attorneys who are searching for a different area of law or who want to work on a part-time basis. The firm will train the right individual who have the passion for estate planning law to assist our clients in safeguarding their assets and estate. We have satellite locations in Holland, Portage and Norton Shores. Estate Planning and Elder Law are the only areas we practice in. We are dedicated to being the best at what we do and providing the absolute best service and plan for our clients. We encourage you to apply for this great opportunity! Job Details: We focus on developing estate plans to protect the middle class. We specialize in Trusts, Wills, Asset Protection, Medicaid Applications, Probate, and Estate Administration. We are here to help people, and we have a process that makes it as stress free as possible. Our company is unique, and so is our culture. Our firm is predominantly run by Paralegals, rather than attorneys so our attorneys can focus on our clients and work that they find interesting and meaningful. What we are looking for in an attorney: Minimum 3 years of experience. Estate Planning and/or Elder Law experience strongly preferred Someone dynamic, driven, and dedicated Someone committed to the success of the firm. Our success is your success! Someone who is compassionate, as elder law and estate planning is sensitive work Someone who truly enjoys talking with and helping people Someone who has confidence and is a problem solver You must be a member of the Michigan Bar to apply Job responsibilities will include but are not limited to: Meeting with clients to answer questions and propose an estate plan for them Handling the sales aspects of the first meeting, "closing the deal" Following up with clients that you met with if you were not able to "close the deal" at the initial meeting Meeting with clients to review their estate plans that may be outdated Having direct contact with clients via phone, virtual, and in-person Creating posts for our various marketing platforms, including writing articles, blogs, etc. You will stand out as a candidate if: You have experience or interest in Estate Planning and/or Elder Law You have an existing client base and have experience with bringing in your own clients This is a salaried position, with a commission structure. Benefits: Medical and Dental Teladoc EyeMed Vision Short-term Disability PTO and Holidays Pine Rest - Employee Assistance Program (EAP) 401(k) with 3% match This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities. There may be unplanned activities and other duties assigned.
Description: We are seeking an Associate Attorney in our Trusts and Estates Practice Group. Estate administration responsibilities will include handling all aspects of the probate process, preparing federal and state estate tax returns, running various tax projections, coordinating the preparation of income tax returns (individual and fiduciary) and all other administration matters. Trust administration responsibilities will include preparation of fiduciary accountings, distributions to beneficiaries, tax planning, and coordination of fiduciary income tax return preparation. Estate planning responsibilities will include preparation of sophisticated estate planning documents and ancillary transactional documents and accompanying written correspondence with clients discussing these materials, running various economic projections, and interfacing with clients and outside advisors to implement plans. Requirements: Candidates should have a minimum of five to seven years of experience administering large and complex estates and all types of trusts and drafting all types of estate planning documents. Must possess excellent written and oral communication skills, demonstrate creative problem-solving skills and an aptitude for business generation. Candidate should have experience first chairing projects, and assuming significant responsibility for clients. Why Join Gordon Feinblatt? Gordon Feinblatt is committed to the development, mentoring, and advancement of legal professionals with diverse backgrounds and experiences. Our culture provides an inclusive and flexible work atmosphere that provides us the ability to deliver the service and support that our clients, attorneys, and personnel deserve. Compensation Package: We value your skills and offer a comprehensive benefits and compensation package including but not limited to: Annual Paid Leave Time; Firm Paid Holidays and a Floating Holiday; Paid Parental Leave; Medical, Dental and Vision Insurance; HSA & FSA; 401K and Money Purchase Pension Plan; Voluntary Worksite Benefits; Short & Long Term Disability Insurance; Life Insurance (Firm Paid and Voluntary for Employee and Dependents); Performance Evaluation Program with eligibility for an annual base salary increase and bonus. Pre-Tax Parking Program; Affinity Groups; Paid Volunteer Activities; Fitness Center Discounts; Bar Association Dues; Mobile Device Discount Program; Notary Fees; and a Mentorship and Buddy Program. Additional benefits information can be found here . Professional Growth: Elevate your skills and knowledge in a supportive legal environment. Work/Life Harmony: We embrace flexibility by empowering our teams to achieve work-life balance while optimizing productivity. Team Environment: Collaborate with experienced attorneys and legal professionals to achieve goals. Corporate Social Responsibility: We are committed to fostering positive change and making a meaningful impact through our unwavering commitment to corporate social responsibility. - Diversity, Equity, and Inclusion. Diversity, Equity & Inclusion Gordon Feinblatt LLC () - Community Engagement. Serving the Community Gordon Feinblatt LLC () - Sustainability. Sustainability Gordon Feinblatt LLC () Please visit our career page for more information on reasons why to join our team: Current Openings Gordon Feinblatt LLC () We are an Equal Opportunity Employer Salary Description $135000.00 - $150000.00 Compensation details: 00 Yearly Salary PIf20-1638
06/24/2026
Full time
Description: We are seeking an Associate Attorney in our Trusts and Estates Practice Group. Estate administration responsibilities will include handling all aspects of the probate process, preparing federal and state estate tax returns, running various tax projections, coordinating the preparation of income tax returns (individual and fiduciary) and all other administration matters. Trust administration responsibilities will include preparation of fiduciary accountings, distributions to beneficiaries, tax planning, and coordination of fiduciary income tax return preparation. Estate planning responsibilities will include preparation of sophisticated estate planning documents and ancillary transactional documents and accompanying written correspondence with clients discussing these materials, running various economic projections, and interfacing with clients and outside advisors to implement plans. Requirements: Candidates should have a minimum of five to seven years of experience administering large and complex estates and all types of trusts and drafting all types of estate planning documents. Must possess excellent written and oral communication skills, demonstrate creative problem-solving skills and an aptitude for business generation. Candidate should have experience first chairing projects, and assuming significant responsibility for clients. Why Join Gordon Feinblatt? Gordon Feinblatt is committed to the development, mentoring, and advancement of legal professionals with diverse backgrounds and experiences. Our culture provides an inclusive and flexible work atmosphere that provides us the ability to deliver the service and support that our clients, attorneys, and personnel deserve. Compensation Package: We value your skills and offer a comprehensive benefits and compensation package including but not limited to: Annual Paid Leave Time; Firm Paid Holidays and a Floating Holiday; Paid Parental Leave; Medical, Dental and Vision Insurance; HSA & FSA; 401K and Money Purchase Pension Plan; Voluntary Worksite Benefits; Short & Long Term Disability Insurance; Life Insurance (Firm Paid and Voluntary for Employee and Dependents); Performance Evaluation Program with eligibility for an annual base salary increase and bonus. Pre-Tax Parking Program; Affinity Groups; Paid Volunteer Activities; Fitness Center Discounts; Bar Association Dues; Mobile Device Discount Program; Notary Fees; and a Mentorship and Buddy Program. Additional benefits information can be found here . Professional Growth: Elevate your skills and knowledge in a supportive legal environment. Work/Life Harmony: We embrace flexibility by empowering our teams to achieve work-life balance while optimizing productivity. Team Environment: Collaborate with experienced attorneys and legal professionals to achieve goals. Corporate Social Responsibility: We are committed to fostering positive change and making a meaningful impact through our unwavering commitment to corporate social responsibility. - Diversity, Equity, and Inclusion. Diversity, Equity & Inclusion Gordon Feinblatt LLC () - Community Engagement. Serving the Community Gordon Feinblatt LLC () - Sustainability. Sustainability Gordon Feinblatt LLC () Please visit our career page for more information on reasons why to join our team: Current Openings Gordon Feinblatt LLC () We are an Equal Opportunity Employer Salary Description $135000.00 - $150000.00 Compensation details: 00 Yearly Salary PIf20-1638
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role for DeKalb County, Gwinnett County or Hall County in GA. Candidates currently living in this location or willing to self-relocate are encouraged to apply. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: US military experience through military service or a military spouse/domestic partner 5 years of prior field experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) Prior experience adjusting property claims using virtual technologies Prior property field adjuster experience handling DWG, APS and ALE adjustments Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) Xactimate Level 1 and/or Level 2 certification Prior deployments in support of catastrophes Currently hold an active Adjuster License Currently reside within or have the ability to self-relocate to DeKalb County, Gwinnett County or Hall County in GA Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
06/24/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role for DeKalb County, Gwinnett County or Hall County in GA. Candidates currently living in this location or willing to self-relocate are encouraged to apply. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: US military experience through military service or a military spouse/domestic partner 5 years of prior field experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) Prior experience adjusting property claims using virtual technologies Prior property field adjuster experience handling DWG, APS and ALE adjustments Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) Xactimate Level 1 and/or Level 2 certification Prior deployments in support of catastrophes Currently hold an active Adjuster License Currently reside within or have the ability to self-relocate to DeKalb County, Gwinnett County or Hall County in GA Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for an Associate Attorney to join our team working fully remote in Nebraska. Messerli & Kramer represents national creditors in Minnesota, Wisconsin, Iowa, Nebraska, North Dakota, South Dakota, Montana, Ohio, and Colorado. This position will focus on a consumer collection litigation practice. The position requires proper management of a caseload, a desire to complete stringent pleading reviews as part of a team, and represent creditor clients throughout the state. This is a great opportunity to become part of a talented team in a great work environment. Messerli & Kramer offers a flexible work environment to individuals who possess drive and skills for working both independently and collaboratively. We are looking for an Associate to help deliver great service to our clients and positively influence our culture. Our law firm offers competitive salary and benefits in a collegial and professional environment. Those looking for both Full Time & Part Time opportunities are encouraged to apply. NO BILLABLE HOURS Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year) Company Paid Life Insurance Employee Assistance Program Qualifications: Licensed to practice law in Nebraska Ability to work independently, prioritize, take initiative, handle multiple assignments, and meet deadlines. Excellent oral and written communications skills. This Job Is Ideal for Someone Who Is: Adaptable/flexible enjoys doing work that requires frequent shifts in direction Autonomous/Independent enjoys working with little direction High stress tolerance thrives in a high-pressure environment Work Environment & Physical Requirements This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background and drug screening before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $80,000-$90,000/year. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 0 Yearly Salary PI4c570a03286d-0317
06/24/2026
Full time
Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for an Associate Attorney to join our team working fully remote in Nebraska. Messerli & Kramer represents national creditors in Minnesota, Wisconsin, Iowa, Nebraska, North Dakota, South Dakota, Montana, Ohio, and Colorado. This position will focus on a consumer collection litigation practice. The position requires proper management of a caseload, a desire to complete stringent pleading reviews as part of a team, and represent creditor clients throughout the state. This is a great opportunity to become part of a talented team in a great work environment. Messerli & Kramer offers a flexible work environment to individuals who possess drive and skills for working both independently and collaboratively. We are looking for an Associate to help deliver great service to our clients and positively influence our culture. Our law firm offers competitive salary and benefits in a collegial and professional environment. Those looking for both Full Time & Part Time opportunities are encouraged to apply. NO BILLABLE HOURS Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year) Company Paid Life Insurance Employee Assistance Program Qualifications: Licensed to practice law in Nebraska Ability to work independently, prioritize, take initiative, handle multiple assignments, and meet deadlines. Excellent oral and written communications skills. This Job Is Ideal for Someone Who Is: Adaptable/flexible enjoys doing work that requires frequent shifts in direction Autonomous/Independent enjoys working with little direction High stress tolerance thrives in a high-pressure environment Work Environment & Physical Requirements This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background and drug screening before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $80,000-$90,000/year. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 0 Yearly Salary PI4c570a03286d-0317
Job Description Job Description About the Firm: We are a well-established, small law firm in Tustin, seeking a motivated and experienced Paralegal with at least two years of experience to assist in the areas of Estate Planning and Trust Administration. Role Overview: As a Paralegal, you will work closely with the Attorney and other team members, contributing to the preparation and execution of key legal documents, client interactions, and overall administrative tasks. We are looking for someone eager to learn and grow within the firm while providing exceptional support to our clients. Pay: Pay is contingent upon experience. Primary Responsibilities: Estate Planning Paralegal Tasks: Draft estate planning documents (wills, trusts, powers of attorney, etc.) using Statular estate planning software Notarize estate planning documents Perform some legal research Assist with phone answering and intake Calendaring and scheduling appointments Input legal costs into client files using legal software Assist in drafting trust administration documents Other Duties: Billable hours per day Quickly learn the basics of our other firm offerings Obtain Notary License (Firm will cover associated costs) Required Skills and Qualifications: Minimum of 2 year of relevant experience Excellent written and oral communication skills Strong organizational and multitasking abilities Must be detail-oriented and proactive Proficient in Microsoft Office Suite (Word, Excel, Outlook) Ability to work well in a team environment with attorneys and fellow paralegals Must have a stable work history Worked with any estate planning software Work Environment & Schedule: This position will begin as an in-office role, with the opportunity to transition to a hybrid schedule based on performance and team needs. Flexible scheduling options available: Four 10-hour days (one full weekday off) Four 9-hour days + half-day Friday Standard 8-hour Monday-Friday schedule Must be okay with small dogs in the workplace
06/23/2026
Full time
Job Description Job Description About the Firm: We are a well-established, small law firm in Tustin, seeking a motivated and experienced Paralegal with at least two years of experience to assist in the areas of Estate Planning and Trust Administration. Role Overview: As a Paralegal, you will work closely with the Attorney and other team members, contributing to the preparation and execution of key legal documents, client interactions, and overall administrative tasks. We are looking for someone eager to learn and grow within the firm while providing exceptional support to our clients. Pay: Pay is contingent upon experience. Primary Responsibilities: Estate Planning Paralegal Tasks: Draft estate planning documents (wills, trusts, powers of attorney, etc.) using Statular estate planning software Notarize estate planning documents Perform some legal research Assist with phone answering and intake Calendaring and scheduling appointments Input legal costs into client files using legal software Assist in drafting trust administration documents Other Duties: Billable hours per day Quickly learn the basics of our other firm offerings Obtain Notary License (Firm will cover associated costs) Required Skills and Qualifications: Minimum of 2 year of relevant experience Excellent written and oral communication skills Strong organizational and multitasking abilities Must be detail-oriented and proactive Proficient in Microsoft Office Suite (Word, Excel, Outlook) Ability to work well in a team environment with attorneys and fellow paralegals Must have a stable work history Worked with any estate planning software Work Environment & Schedule: This position will begin as an in-office role, with the opportunity to transition to a hybrid schedule based on performance and team needs. Flexible scheduling options available: Four 10-hour days (one full weekday off) Four 9-hour days + half-day Friday Standard 8-hour Monday-Friday schedule Must be okay with small dogs in the workplace
LAW OFFICES OF PAUL JAY FUKUSHIMA
Norwalk, California
Job Description Job Description Job Overview We are looking to hire an estate planning paralegal to assist in the area of estate planning, and some trust administration document preparation. Notary seal preferred. Responsibilities for Paralegal • Draft estate planning documents, including deeds • Communicate directly with clients • Maintain files and deadlines • Communications with various County Recorders Offices Qualifications for Paralegal • Familiarity with estate planning and terminology • Working knowledge of deeds • Strong writing skills and attention to detail • Systematic and able to effectively prioritize and meet deadlines • Self-starter and ability to work independently • Able to work as a team with attorneys and other colleagues • Demonstrate a courteous and professional demeanor Pay commensurate with experience.
06/23/2026
Full time
Job Description Job Description Job Overview We are looking to hire an estate planning paralegal to assist in the area of estate planning, and some trust administration document preparation. Notary seal preferred. Responsibilities for Paralegal • Draft estate planning documents, including deeds • Communicate directly with clients • Maintain files and deadlines • Communications with various County Recorders Offices Qualifications for Paralegal • Familiarity with estate planning and terminology • Working knowledge of deeds • Strong writing skills and attention to detail • Systematic and able to effectively prioritize and meet deadlines • Self-starter and ability to work independently • Able to work as a team with attorneys and other colleagues • Demonstrate a courteous and professional demeanor Pay commensurate with experience.
Great benefits package and excellent growth potential! This Jobot Job is hosted by: Ethan Goldman Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $70,000 - $85,000 per year A bit about us: Our client is a well known south jersey based law firm. Why join us? PTO 401K Health Dental Vision Life Insurance Disability Coverage FSA Job Details Responsibilities: 1. Prepare and file gift, estate, and inheritance tax returns in a timely and accurate manner. 2. Conduct extensive research and analysis on complex tax issues related to trusts and estates. 3. Liaise with clients, attorneys, and tax advisors to gather necessary information and documentation. 4. Assist attorneys in drafting estate planning documents and trust agreements. 5. Provide comprehensive support in the administration of trusts and estates, including asset distribution and closing procedures. 6. Monitor changes in tax laws and regulations that may impact trusts and estates and provide updates to the team. Qualifications: 1. Bachelor's degree in Law, Finance, Accounting, or related field. 2. Paralegal certification is a plus. 3. Minimum 3 years of experience as a Trust and Estate Paralegal with a focus on tax returns. 4. In-depth knowledge of gift tax returns, estate tax returns, and inheritance tax returns. 5. Proficiency in tax software and other relevant technology. 6. Exceptional research and analytical skills. 7. Excellent written and verbal communication skills. 8. Strong organizational skills with the ability to manage multiple tasks and meet tight deadlines. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
06/23/2026
Full time
Great benefits package and excellent growth potential! This Jobot Job is hosted by: Ethan Goldman Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $70,000 - $85,000 per year A bit about us: Our client is a well known south jersey based law firm. Why join us? PTO 401K Health Dental Vision Life Insurance Disability Coverage FSA Job Details Responsibilities: 1. Prepare and file gift, estate, and inheritance tax returns in a timely and accurate manner. 2. Conduct extensive research and analysis on complex tax issues related to trusts and estates. 3. Liaise with clients, attorneys, and tax advisors to gather necessary information and documentation. 4. Assist attorneys in drafting estate planning documents and trust agreements. 5. Provide comprehensive support in the administration of trusts and estates, including asset distribution and closing procedures. 6. Monitor changes in tax laws and regulations that may impact trusts and estates and provide updates to the team. Qualifications: 1. Bachelor's degree in Law, Finance, Accounting, or related field. 2. Paralegal certification is a plus. 3. Minimum 3 years of experience as a Trust and Estate Paralegal with a focus on tax returns. 4. In-depth knowledge of gift tax returns, estate tax returns, and inheritance tax returns. 5. Proficiency in tax software and other relevant technology. 6. Exceptional research and analytical skills. 7. Excellent written and verbal communication skills. 8. Strong organizational skills with the ability to manage multiple tasks and meet tight deadlines. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Job Description Job Description Trusts & Estates Associate Attorney Location: Cleveland, OH Experience: 3+ years A well-established Am Law 200 firm has an opening for an Associate Attorney with 3+ years of experience in estate planning and tax to join its Trusts & Estates Practice Group in the Cleveland office. The firm is a super-regional powerhouse in the Midwest and in top-tier business centers, dedicated to exceeding client expectations and delivering superior, customized legal solutions. Its attorneys advise regional, national, and global businesses on a wide range of sophisticated legal matters across more than 25 specialized practice and industry groups. Renowned for its best-in-class client service and litigation excellence, the firm consistently earns top-tier accolades from Chambers and Partners. The Trusts & Estates attorneys counsel families and individuals regarding the administration and disposition of their estates through basic and sophisticated lifetime, estate and charitable planning. Attorneys in this department also work with corporate clients on succession issues and charitable institution clients on planned giving matters. Ohio law license is required. Qualified Applicants Will Have: Experience with federal transfer tax and related income tax matters, including estate, gift, and generation-skipping transfer (GST) tax. Experience with estate and wealth planning techniques, including drafting and implementing related documents such as revocable and irrevocable trusts, wills, and powers of attorney. Experience with advanced estate and tax planning strategies, including defective grantor trusts, grantor retained annuity trusts (GRATs), installment sales to grantor trusts, and charitable remainder trusts (CRTs). Experience drafting premarital and marital agreements in the context of wealth preservation and planning. Strong research and analytical skills with respect to complex state law and federal tax issues. Excellent written and verbal communication skills, with the ability to convey complex concepts clearly and effectively.
06/22/2026
Full time
Job Description Job Description Trusts & Estates Associate Attorney Location: Cleveland, OH Experience: 3+ years A well-established Am Law 200 firm has an opening for an Associate Attorney with 3+ years of experience in estate planning and tax to join its Trusts & Estates Practice Group in the Cleveland office. The firm is a super-regional powerhouse in the Midwest and in top-tier business centers, dedicated to exceeding client expectations and delivering superior, customized legal solutions. Its attorneys advise regional, national, and global businesses on a wide range of sophisticated legal matters across more than 25 specialized practice and industry groups. Renowned for its best-in-class client service and litigation excellence, the firm consistently earns top-tier accolades from Chambers and Partners. The Trusts & Estates attorneys counsel families and individuals regarding the administration and disposition of their estates through basic and sophisticated lifetime, estate and charitable planning. Attorneys in this department also work with corporate clients on succession issues and charitable institution clients on planned giving matters. Ohio law license is required. Qualified Applicants Will Have: Experience with federal transfer tax and related income tax matters, including estate, gift, and generation-skipping transfer (GST) tax. Experience with estate and wealth planning techniques, including drafting and implementing related documents such as revocable and irrevocable trusts, wills, and powers of attorney. Experience with advanced estate and tax planning strategies, including defective grantor trusts, grantor retained annuity trusts (GRATs), installment sales to grantor trusts, and charitable remainder trusts (CRTs). Experience drafting premarital and marital agreements in the context of wealth preservation and planning. Strong research and analytical skills with respect to complex state law and federal tax issues. Excellent written and verbal communication skills, with the ability to convey complex concepts clearly and effectively.
Job Description Job Description Pay: $200,000.00 - $300,000.00 per year Why This Is a Great Opportunity Lead and grow an expanding estate planning practice with real ownership and visibility. Work directly with clients in a trusted advisory role, helping families protect their assets and plan for the future. Join a well-established law firm with a strong reputation, major client volume, and a highly collaborative team. Enjoy a hybrid schedule, strong benefits, performance-based bonus opportunity, and a culture that values work-life balance. Step into a role with meaningful leadership potential, including mentoring, process improvement, and practice development. Location: This is a full-time hybrid position based in Clifton, New Jersey, with a convenient office location near major highways and flexibility for qualified candidates who can reliably commute to the office. Note: Candidates must be actively licensed in New Jersey and have 2+ years of estate planning experience, including drafting estate planning documents and conducting client consultations. New York admission and WealthCounsel experience are strong pluses. About Us We are a well-established, growing law firm with a strong reputation for client-centered legal service, practical guidance, and exceptional responsiveness. Our attorneys take pride in being accessible, compassionate, and highly prepared, while working in a supportive environment that values teamwork, professional growth, and a healthy balance between work and life. Confidential Employer. Job Description Lead client consultations and advise individuals and families on customized estate planning strategies. Draft, review, and oversee estate planning documents, including wills, trusts, powers of attorney, advance directives, and related planning tools. Manage the client experience from initial consultation through drafting, signing, and follow-up. Help strengthen and systemize the estate planning practice through improved workflows, SOPs, and service delivery. Collaborate with attorneys, paralegals, support staff, and leadership to ensure efficient, high-quality legal work. Partner with the firm's marketing and leadership teams to support practice growth, client education, and seminar-based business development. Mentor and support junior attorneys and staff as the estate planning department continues to expand. Stay current on estate planning, tax, elder law, and asset protection developments to provide thoughtful legal guidance. Qualifications J.D. from an accredited law school. Active New Jersey Bar admission required. 2+ years of focused estate planning experience. Strong drafting experience with wills, trusts, powers of attorney, and related estate planning documents. Experience conducting client consultations and explaining complex legal concepts clearly. Strong communication, organization, and client service skills. New York Bar admission is a plus. WealthCounsel experience is a plus. Must be able to commute to the Clifton, NJ office as needed for a hybrid schedule. Why You Will Love Working Here You will join a respected, growth-oriented firm with a strong client base and a clear commitment to high-quality service. You will have the chance to lead, build, and improve an estate planning practice rather than simply manage files. You will work with a collaborative team that values responsiveness, professionalism, and practical solutions. You will have meaningful advancement potential as the department grows. You will be supported by a firm that values both excellent legal work and sustainable work-life balance. JPC-1088 Benefits: Dental insurance Paid time off Retirement plan Vision insurance
06/21/2026
Full time
Job Description Job Description Pay: $200,000.00 - $300,000.00 per year Why This Is a Great Opportunity Lead and grow an expanding estate planning practice with real ownership and visibility. Work directly with clients in a trusted advisory role, helping families protect their assets and plan for the future. Join a well-established law firm with a strong reputation, major client volume, and a highly collaborative team. Enjoy a hybrid schedule, strong benefits, performance-based bonus opportunity, and a culture that values work-life balance. Step into a role with meaningful leadership potential, including mentoring, process improvement, and practice development. Location: This is a full-time hybrid position based in Clifton, New Jersey, with a convenient office location near major highways and flexibility for qualified candidates who can reliably commute to the office. Note: Candidates must be actively licensed in New Jersey and have 2+ years of estate planning experience, including drafting estate planning documents and conducting client consultations. New York admission and WealthCounsel experience are strong pluses. About Us We are a well-established, growing law firm with a strong reputation for client-centered legal service, practical guidance, and exceptional responsiveness. Our attorneys take pride in being accessible, compassionate, and highly prepared, while working in a supportive environment that values teamwork, professional growth, and a healthy balance between work and life. Confidential Employer. Job Description Lead client consultations and advise individuals and families on customized estate planning strategies. Draft, review, and oversee estate planning documents, including wills, trusts, powers of attorney, advance directives, and related planning tools. Manage the client experience from initial consultation through drafting, signing, and follow-up. Help strengthen and systemize the estate planning practice through improved workflows, SOPs, and service delivery. Collaborate with attorneys, paralegals, support staff, and leadership to ensure efficient, high-quality legal work. Partner with the firm's marketing and leadership teams to support practice growth, client education, and seminar-based business development. Mentor and support junior attorneys and staff as the estate planning department continues to expand. Stay current on estate planning, tax, elder law, and asset protection developments to provide thoughtful legal guidance. Qualifications J.D. from an accredited law school. Active New Jersey Bar admission required. 2+ years of focused estate planning experience. Strong drafting experience with wills, trusts, powers of attorney, and related estate planning documents. Experience conducting client consultations and explaining complex legal concepts clearly. Strong communication, organization, and client service skills. New York Bar admission is a plus. WealthCounsel experience is a plus. Must be able to commute to the Clifton, NJ office as needed for a hybrid schedule. Why You Will Love Working Here You will join a respected, growth-oriented firm with a strong client base and a clear commitment to high-quality service. You will have the chance to lead, build, and improve an estate planning practice rather than simply manage files. You will work with a collaborative team that values responsiveness, professionalism, and practical solutions. You will have meaningful advancement potential as the department grows. You will be supported by a firm that values both excellent legal work and sustainable work-life balance. JPC-1088 Benefits: Dental insurance Paid time off Retirement plan Vision insurance
Job Description Job Description Job description: McCuiston Law Offices is seeking a highly motivated Estate Planning Paralegal who can produce quality work in our dynamic, fast-paced environment. We are a small firm where paralegals work closely with attorneys and play a key role in delivering high-quality client service. Our tight-knit team currently comprises two attorneys, two legal assistants, and two experienced paralegals. To be successful, above all, the candidate must have critical thinking skills, have impeccable writing skills, and expansive problem-solving abilities. In addition, the ideal candidate must be hyper-organized and able to work independently, manage time, and have acute attention to detail. Of course, we allow room for some fun along the way, but our small team necessitates focused work to achieve the output our clients have come to expect. This position will also have the benefit of training time with the firm's semi-retired estate planning paralegal (with 20+ years' experience) and estate administration paralegal (25+ years' experience). This is a full-time position, but part-time status (30+ hours) will be considered for candidates with at least five years of paralegal experience in estate planning. This is not a remote position, and presence is required for client meetings, document signings, and team collaboration. If you are passionate about helping people, thrive in a demanding environment, and possess the below requirements and preferred qualifications, we look forward to reviewing your application! Responsibilities Estate Planning (approximately 70%) Drafting Wills, Trust Agreements, and Powers of Attorney. Preparing and managing client correspondence and legal documents for timely execution. Retrieving deed information through various Register of Deed resources. Communicating via phone and email, ensuring all required information is collected. Organizing and maintaining accurate client files (digital and physical) to effectuate 60-day signing goals. Coordinate printing, execution, notarization, and filing of legal documents. Estate Administration (approximately 10%) Drafting estate administration petitions, probate pleadings, inventories, accountings, and related correspondence. Preparing and managing filings and client correspondence for probate, qualification of the personal representative, notices to heirs and creditors, and court deadlines. Retrieving and reconciling asset and debt information, including financial statements, beneficiary designations, titles, deeds, and vehicle records. Communicating with personal representatives, heirs, beneficiaries, financial institutions, and courts to collect required information and coordinate filings and distributions. Organizing and maintaining accurate estate administration files (digital and physical), tracking statutory deadlines, creditor periods, and required court submissions. Coordinating qualification, notice, inventory, and accounting filings with the Clerk of Court; arranging publication of notice to creditors; and coordinating distributions and closing documents. Corporate (approximately 10%) Drafting and filing Articles of Organization (Incorporation) with the NC Secretary of State. Drafting legal documents, predominantly corporate and LLC notebook documents. Obtaining client EIN through IRS website and preparing other IRS forms. Communicating with clients to retrieve information and forward documents. General and Administrative (approximately 10%) Tracking time entries and assisting with billing review, including reviewing and editing client billing statements. Receiving new client intake forms and answering phone calls. Supporting the work of firm's legal assistants, as required. Tracking deadlines and managing attorney calendars as they relate to upcoming deadlines and appointments. Maintaining accurate timekeeping records in law practice management software. Tax Controversy Not expected, but a successful applicant with an accounting background will be trained. Requirements Superb written and verbal communication skills. Proficiency with Microsoft Word, Excel, and Adobe Acrobat. Project Management with proven results. Acute attention to detail. Ability to work independently and as part of a team, with minimal supervision. Certified as Notary Public or willing to gain certification. Preferred Qualifications Paralegal training or experience in estate planning or estate administration; strong candidates with excellent skills and a relevant degree are encouraged to apply even if they do not have all preferred qualifications. Bachelor's degree from an accredited college or university. Preference may be given to those with focused studies in English, Journalism, or other writing-focused studies. Experience with law firm billing and billing software, including QuickBooks. Familiarity with cloud-based law practice management programs, including CosmoLex. Accounting degree or background - not required, but a plus. A cover letter and/or writing samples is not required for this position but will be favorable when considering applications. Compensation $25-$35/hour, commensurate with experience and skills. Opportunity for compensation exceeding target range for paralegal who demonstrates: A high degree of dedication, evidenced by client output and billable hours. Ability to improve law firm management and efficiency. Willingness to learn our practice areas, especially tax controversy, and shows an aptitude in these areas. Additional consideration given for experience in tax, accounting, and IRS representation. Benefits Paid vacation and federal holidays 401(k) with employer match Paid NC State dues and required CLE (if applicable) Summer hours: Fridays off or half-days (June-August) Tuition support for relevant coursework Career advancement opportunities Convenient location in Cary, NC with ample parking and nearby amenities. McCuiston Law Offices, PLLC is an Equal Opportunity Employer. Benefits: 401(k) 401(k) matching Free parking Paid time off Tuition reimbursement Application Question(s): How many years have you worked in a law firm? If never, so note. If so, explain areas of experience. The more detail you provide of relevant experience, the more likely your application will be considered. Provide examples of your ability to synthesize information in drafting documents. If you have an example work product, please provide. Certain individuals have internal motivation and drive. They are always looking for something to do and always find things to work on. Do you have these character traits? Explain in detail. We receive a large volume of applications; what would you say separates you from the crowd? Education: Bachelor's (Preferred) Work Location: In person Company Description McCuiston Law Offices, PLLC is a small, busy firm practicing in estate planning and administration, business law, and tax controversy, serving Cary and Western Wake County since 2001. Company Description McCuiston Law Offices, PLLC is a small, busy firm practicing in estate planning and administration, business law, and tax controversy, serving Cary and Western Wake County since 2001.
06/21/2026
Full time
Job Description Job Description Job description: McCuiston Law Offices is seeking a highly motivated Estate Planning Paralegal who can produce quality work in our dynamic, fast-paced environment. We are a small firm where paralegals work closely with attorneys and play a key role in delivering high-quality client service. Our tight-knit team currently comprises two attorneys, two legal assistants, and two experienced paralegals. To be successful, above all, the candidate must have critical thinking skills, have impeccable writing skills, and expansive problem-solving abilities. In addition, the ideal candidate must be hyper-organized and able to work independently, manage time, and have acute attention to detail. Of course, we allow room for some fun along the way, but our small team necessitates focused work to achieve the output our clients have come to expect. This position will also have the benefit of training time with the firm's semi-retired estate planning paralegal (with 20+ years' experience) and estate administration paralegal (25+ years' experience). This is a full-time position, but part-time status (30+ hours) will be considered for candidates with at least five years of paralegal experience in estate planning. This is not a remote position, and presence is required for client meetings, document signings, and team collaboration. If you are passionate about helping people, thrive in a demanding environment, and possess the below requirements and preferred qualifications, we look forward to reviewing your application! Responsibilities Estate Planning (approximately 70%) Drafting Wills, Trust Agreements, and Powers of Attorney. Preparing and managing client correspondence and legal documents for timely execution. Retrieving deed information through various Register of Deed resources. Communicating via phone and email, ensuring all required information is collected. Organizing and maintaining accurate client files (digital and physical) to effectuate 60-day signing goals. Coordinate printing, execution, notarization, and filing of legal documents. Estate Administration (approximately 10%) Drafting estate administration petitions, probate pleadings, inventories, accountings, and related correspondence. Preparing and managing filings and client correspondence for probate, qualification of the personal representative, notices to heirs and creditors, and court deadlines. Retrieving and reconciling asset and debt information, including financial statements, beneficiary designations, titles, deeds, and vehicle records. Communicating with personal representatives, heirs, beneficiaries, financial institutions, and courts to collect required information and coordinate filings and distributions. Organizing and maintaining accurate estate administration files (digital and physical), tracking statutory deadlines, creditor periods, and required court submissions. Coordinating qualification, notice, inventory, and accounting filings with the Clerk of Court; arranging publication of notice to creditors; and coordinating distributions and closing documents. Corporate (approximately 10%) Drafting and filing Articles of Organization (Incorporation) with the NC Secretary of State. Drafting legal documents, predominantly corporate and LLC notebook documents. Obtaining client EIN through IRS website and preparing other IRS forms. Communicating with clients to retrieve information and forward documents. General and Administrative (approximately 10%) Tracking time entries and assisting with billing review, including reviewing and editing client billing statements. Receiving new client intake forms and answering phone calls. Supporting the work of firm's legal assistants, as required. Tracking deadlines and managing attorney calendars as they relate to upcoming deadlines and appointments. Maintaining accurate timekeeping records in law practice management software. Tax Controversy Not expected, but a successful applicant with an accounting background will be trained. Requirements Superb written and verbal communication skills. Proficiency with Microsoft Word, Excel, and Adobe Acrobat. Project Management with proven results. Acute attention to detail. Ability to work independently and as part of a team, with minimal supervision. Certified as Notary Public or willing to gain certification. Preferred Qualifications Paralegal training or experience in estate planning or estate administration; strong candidates with excellent skills and a relevant degree are encouraged to apply even if they do not have all preferred qualifications. Bachelor's degree from an accredited college or university. Preference may be given to those with focused studies in English, Journalism, or other writing-focused studies. Experience with law firm billing and billing software, including QuickBooks. Familiarity with cloud-based law practice management programs, including CosmoLex. Accounting degree or background - not required, but a plus. A cover letter and/or writing samples is not required for this position but will be favorable when considering applications. Compensation $25-$35/hour, commensurate with experience and skills. Opportunity for compensation exceeding target range for paralegal who demonstrates: A high degree of dedication, evidenced by client output and billable hours. Ability to improve law firm management and efficiency. Willingness to learn our practice areas, especially tax controversy, and shows an aptitude in these areas. Additional consideration given for experience in tax, accounting, and IRS representation. Benefits Paid vacation and federal holidays 401(k) with employer match Paid NC State dues and required CLE (if applicable) Summer hours: Fridays off or half-days (June-August) Tuition support for relevant coursework Career advancement opportunities Convenient location in Cary, NC with ample parking and nearby amenities. McCuiston Law Offices, PLLC is an Equal Opportunity Employer. Benefits: 401(k) 401(k) matching Free parking Paid time off Tuition reimbursement Application Question(s): How many years have you worked in a law firm? If never, so note. If so, explain areas of experience. The more detail you provide of relevant experience, the more likely your application will be considered. Provide examples of your ability to synthesize information in drafting documents. If you have an example work product, please provide. Certain individuals have internal motivation and drive. They are always looking for something to do and always find things to work on. Do you have these character traits? Explain in detail. We receive a large volume of applications; what would you say separates you from the crowd? Education: Bachelor's (Preferred) Work Location: In person Company Description McCuiston Law Offices, PLLC is a small, busy firm practicing in estate planning and administration, business law, and tax controversy, serving Cary and Western Wake County since 2001. Company Description McCuiston Law Offices, PLLC is a small, busy firm practicing in estate planning and administration, business law, and tax controversy, serving Cary and Western Wake County since 2001.
Law Offices Of David L Carrier P C
Portage, Michigan
Job Description Job Description The Law Office of David L. Carrier, P.C. is seeking an experienced Estate Planning Attorney for our firm, located on the north side of Grand Rapids. Our firm is open to candidates who are just beginning their career and are searching for their first attorney position and we are also open to attorneys who are searching for a different area of law or who want to work on a part-time basis. The firm will train the right individual who have the passion for estate planning law to assist our clients in safeguarding their assets and estate. We have satellite locations in Holland, Portage and Norton Shores. Estate Planning and Elder Law are the only areas we practice in. We are dedicated to being the best at what we do and providing the absolute best service and plan for our clients. We encourage you to apply for this great opportunity! Job Details: We focus on developing estate plans to protect the middle class. We specialize in Trusts, Wills, Asset Protection, Medicaid Applications, Probate, and Estate Administration. We are here to help people, and we have a process that makes it as stress free as possible. Our company is unique, and so is our culture. Our firm is predominantly run by Paralegals, rather than attorneys so our attorneys can focus on our clients and work that they find interesting and meaningful. What we are looking for in an attorney: Minimum 3 years of experience. Estate Planning and/or Elder Law experience strongly preferred Someone dynamic, driven, and dedicated Someone committed to the success of the firm. Our success is your success! Someone who is compassionate, as elder law and estate planning is sensitive work Someone who truly enjoys talking with and helping people Someone who has confidence and is a problem solver You must be a member of the Michigan Bar to apply Job responsibilities will include but are not limited to: Meeting with clients to answer questions and propose an estate plan for them Handling the sales aspects of the first meeting, "closing the deal" Following up with clients that you met with if you were not able to "close the deal" at the initial meeting Meeting with clients to review their estate plans that may be outdated Having direct contact with clients via phone, virtual, and in-person Creating posts for our various marketing platforms, including writing articles, blogs, etc. You will stand out as a candidate if: You have experience or interest in Estate Planning and/or Elder Law You have an existing client base and have experience with bringing in your own clients This is a salaried position, with a commission structure. Benefits: Medical and Dental Teladoc EyeMed Vision Short-term Disability PTO and Holidays Pine Rest - Employee Assistance Program (EAP) 401(k) with 3% match This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities. There may be unplanned activities and other duties assigned.
06/21/2026
Full time
Job Description Job Description The Law Office of David L. Carrier, P.C. is seeking an experienced Estate Planning Attorney for our firm, located on the north side of Grand Rapids. Our firm is open to candidates who are just beginning their career and are searching for their first attorney position and we are also open to attorneys who are searching for a different area of law or who want to work on a part-time basis. The firm will train the right individual who have the passion for estate planning law to assist our clients in safeguarding their assets and estate. We have satellite locations in Holland, Portage and Norton Shores. Estate Planning and Elder Law are the only areas we practice in. We are dedicated to being the best at what we do and providing the absolute best service and plan for our clients. We encourage you to apply for this great opportunity! Job Details: We focus on developing estate plans to protect the middle class. We specialize in Trusts, Wills, Asset Protection, Medicaid Applications, Probate, and Estate Administration. We are here to help people, and we have a process that makes it as stress free as possible. Our company is unique, and so is our culture. Our firm is predominantly run by Paralegals, rather than attorneys so our attorneys can focus on our clients and work that they find interesting and meaningful. What we are looking for in an attorney: Minimum 3 years of experience. Estate Planning and/or Elder Law experience strongly preferred Someone dynamic, driven, and dedicated Someone committed to the success of the firm. Our success is your success! Someone who is compassionate, as elder law and estate planning is sensitive work Someone who truly enjoys talking with and helping people Someone who has confidence and is a problem solver You must be a member of the Michigan Bar to apply Job responsibilities will include but are not limited to: Meeting with clients to answer questions and propose an estate plan for them Handling the sales aspects of the first meeting, "closing the deal" Following up with clients that you met with if you were not able to "close the deal" at the initial meeting Meeting with clients to review their estate plans that may be outdated Having direct contact with clients via phone, virtual, and in-person Creating posts for our various marketing platforms, including writing articles, blogs, etc. You will stand out as a candidate if: You have experience or interest in Estate Planning and/or Elder Law You have an existing client base and have experience with bringing in your own clients This is a salaried position, with a commission structure. Benefits: Medical and Dental Teladoc EyeMed Vision Short-term Disability PTO and Holidays Pine Rest - Employee Assistance Program (EAP) 401(k) with 3% match This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities. There may be unplanned activities and other duties assigned.
Carolina Estate Planning
Winston Salem, North Carolina
We are looking for a Senior Estate Planning Paralegal who is not just experienced - but genuinely excellent at this work. This is a role for someone who has spent years in the trenches of estate planning: drafting complex wills and trusts, funding trusts with precision, and supporting attorneys with the kind of depth and independence that makes a legal team truly hum. You will work directly with our attorneys to serve clients navigating some of the most important decisions of their lives. You bring technical mastery, a sharp attention to detail, and a calm, client-centered presence to every file you touch. Under the direction of the attorneys you support, you will take ownership of your caseload and deliver billable, high-quality work that makes a real difference for clients - and the firm. Compensation: $65,000 - $70,000 yearly Responsibilities: Document Drafting Draft and prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives under attorney supervision Prepare amendments, restatements, and ancillary documents with accuracy and consistency Review and quality-check draft documents before attorney review to ensure completeness and compliance with North Carolina law Trust Funding Facilitate the transfer of assets into trusts, including real property, financial accounts, and other holdings Coordinate with financial institutions, title companies, and other third parties to complete funding Update beneficiary designations and verify that funding is completed accurately and in a timely manner Track and document trust funding status across all active client matters Client & Case Management Communicate with clients professionally and compassionately, scheduling meetings and providing updates on matter progress Prepare and organize client documents in advance of estate planning meetings Monitor case deadlines, task due dates, and important time frames to keep matters on track Maintain accurate and up-to-date client files, digital records, and physical filing in the firm's case management system Enter billable and non-billable time accurately and promptly Team Collaboration Collaborate with attorneys and fellow paralegals to ensure efficient workflow and outstanding client service Participate in weekly team case status meetings and monthly case update reviews What Success Looks Like in This Role Documents are drafted accurately, completely, and on time - with minimal attorney revisions required Trusts are funded correctly and efficiently, with no loose ends left untracked Clients feel informed, cared for, and confident throughout the estate planning process Attorneys trust you to run with a matter and know it will be handled with expertise and integrity Files and records are always current, organized, and audit-ready Qualifications: Who You Are You have 3+ years of experience as a paralegal, specifically in estate planning, with hands-on experience drafting wills, trusts, and related documents You have substantial experience with trust funding - you know how to get it done and how to troubleshoot when institutions push back You hold a paralegal certificate or degree from an accredited program You have a strong working knowledge of North Carolina estate planning law and related regulations You are detail-oriented to a fault - errors in this work matter, and you know it You are organized and proactive, managing multiple open matters without dropping the ball You communicate clearly and compassionately with clients who are often navigating emotional or complex life situations You thrive in a collaborative, fast-moving environment and take pride in your work About Company At Carolina Estate Planning, we don't just practice law - we make people's lives better. We've built a culture where talented people thrive. That means genuine work-life balance, open and honest feedback, and a leadership team that's invested in your personal, professional, and financial success. Our core values: Integrity - We hold ourselves to the highest ethical standards, always. Everyone Gets Helped - Great legal work ripples outward. We show up fully for every person we encounter - client or not - because we're in the business of making people's lives better. 100% Accountability - We own our actions and our outcomes, no excuses. That standard applies at every level of the firm. Growth Mindset - We're committed to continuous learning and helping every team member reach their full potential. Rigor - The difference between good and exceptional lives in the details. We hold ourselves to a standard that sets us apart. Compensation details: 0 Yearly Salary PIebd-9566
06/20/2026
Full time
We are looking for a Senior Estate Planning Paralegal who is not just experienced - but genuinely excellent at this work. This is a role for someone who has spent years in the trenches of estate planning: drafting complex wills and trusts, funding trusts with precision, and supporting attorneys with the kind of depth and independence that makes a legal team truly hum. You will work directly with our attorneys to serve clients navigating some of the most important decisions of their lives. You bring technical mastery, a sharp attention to detail, and a calm, client-centered presence to every file you touch. Under the direction of the attorneys you support, you will take ownership of your caseload and deliver billable, high-quality work that makes a real difference for clients - and the firm. Compensation: $65,000 - $70,000 yearly Responsibilities: Document Drafting Draft and prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives under attorney supervision Prepare amendments, restatements, and ancillary documents with accuracy and consistency Review and quality-check draft documents before attorney review to ensure completeness and compliance with North Carolina law Trust Funding Facilitate the transfer of assets into trusts, including real property, financial accounts, and other holdings Coordinate with financial institutions, title companies, and other third parties to complete funding Update beneficiary designations and verify that funding is completed accurately and in a timely manner Track and document trust funding status across all active client matters Client & Case Management Communicate with clients professionally and compassionately, scheduling meetings and providing updates on matter progress Prepare and organize client documents in advance of estate planning meetings Monitor case deadlines, task due dates, and important time frames to keep matters on track Maintain accurate and up-to-date client files, digital records, and physical filing in the firm's case management system Enter billable and non-billable time accurately and promptly Team Collaboration Collaborate with attorneys and fellow paralegals to ensure efficient workflow and outstanding client service Participate in weekly team case status meetings and monthly case update reviews What Success Looks Like in This Role Documents are drafted accurately, completely, and on time - with minimal attorney revisions required Trusts are funded correctly and efficiently, with no loose ends left untracked Clients feel informed, cared for, and confident throughout the estate planning process Attorneys trust you to run with a matter and know it will be handled with expertise and integrity Files and records are always current, organized, and audit-ready Qualifications: Who You Are You have 3+ years of experience as a paralegal, specifically in estate planning, with hands-on experience drafting wills, trusts, and related documents You have substantial experience with trust funding - you know how to get it done and how to troubleshoot when institutions push back You hold a paralegal certificate or degree from an accredited program You have a strong working knowledge of North Carolina estate planning law and related regulations You are detail-oriented to a fault - errors in this work matter, and you know it You are organized and proactive, managing multiple open matters without dropping the ball You communicate clearly and compassionately with clients who are often navigating emotional or complex life situations You thrive in a collaborative, fast-moving environment and take pride in your work About Company At Carolina Estate Planning, we don't just practice law - we make people's lives better. We've built a culture where talented people thrive. That means genuine work-life balance, open and honest feedback, and a leadership team that's invested in your personal, professional, and financial success. Our core values: Integrity - We hold ourselves to the highest ethical standards, always. Everyone Gets Helped - Great legal work ripples outward. We show up fully for every person we encounter - client or not - because we're in the business of making people's lives better. 100% Accountability - We own our actions and our outcomes, no excuses. That standard applies at every level of the firm. Growth Mindset - We're committed to continuous learning and helping every team member reach their full potential. Rigor - The difference between good and exceptional lives in the details. We hold ourselves to a standard that sets us apart. Compensation details: 0 Yearly Salary PIebd-9566
Are you a seasoned estate planning and special needs planning attorney ready to trade the grind of solo practice for something better - a well-run firm that shares your values of service, compassion, and excellence? At Cookman Law, we're on a mission to help families across California plan for the future with clarity, compassion, and confidence. We provide high-quality estate planning and probate services with a special focus on supporting individuals with disabilities and their loved ones. We're growing, and we're looking for an experienced Estate Planning Attorney to join our team. This is a rare opportunity to do fulfilling, purpose-driven legal work backed by a fully staffed firm of specialists dedicated to making you and the clients succeed. You bring the legal expertise - we bring everything else. Our marketing experts drive growth so you never think about campaigns or content. The Client Happiness Coordinator and Client Liaison handle ongoing client follow-up and relationship management, so no detail falls through the cracks. Our intake and business development team ensures every prospective client is handled with care and converted efficiently. Our operations and admin professionals keep the firm running smoothly behind the scenes. You focus entirely on what you do best: consulting, counseling, and making a real difference in people's lives. All inquiries are kept strictly confidential. Ready to join a values-aligned team and do work that matters? Send your resume and required cover letter. Compensation-$130,000 - $150,000 based on experience. Full-time, 35 hours/week (1,300 billable hours per year), Flexible schedule, 401(k) with matching, Health insurance Compensation: $130,000 - $150,000 DOE Responsibilities: As a key member of our team, you'll: Lead initial estate planning and special needs planning consultations to assess client needs and craft thoughtful strategies Manage limited conservatorship cases including drafting, filing, and representing clients in court Draft core estate planning documents including trusts, wills, powers of attorney, and more Handle online court appearances for limited conservatorship matters Collaborate with our legal team to ensure smooth case progression and stellar client experience Support clients through trust administration matters, helping ensure an organized and efficient administration process Qualifications: Active California Bar License Experience with special needs planning and limited conservatorships Strong drafting, research, and communication skills Ability to manage matters independently, while also collaborating with a remote team Compassionate, client-focused mindset with a high standard of professionalism Curiosity and motivation to grow your skills in special needs planning About Company Cookman Law is a California estate planning and special needs law firm. We do one thing, and we do it well: we help families build estate plans that actually work, with a particular focus on families who have a child or loved one with disabilities or mental health challenges. We are a fully remote firm serving clients across the state, and we're growing. Our mission: To give California families - especially those caring for loved ones with special needs or dealing with complex situations - estate plans that genuinely protect the people they love, and the ongoing support to keep those plans working as life changes. This role is ideal for a former solo practitioner or senior associate who wants to spend more time practicing law and less time on business operations. Compensation details: 00 Yearly Salary PI1ff827120fe9-0315
06/20/2026
Full time
Are you a seasoned estate planning and special needs planning attorney ready to trade the grind of solo practice for something better - a well-run firm that shares your values of service, compassion, and excellence? At Cookman Law, we're on a mission to help families across California plan for the future with clarity, compassion, and confidence. We provide high-quality estate planning and probate services with a special focus on supporting individuals with disabilities and their loved ones. We're growing, and we're looking for an experienced Estate Planning Attorney to join our team. This is a rare opportunity to do fulfilling, purpose-driven legal work backed by a fully staffed firm of specialists dedicated to making you and the clients succeed. You bring the legal expertise - we bring everything else. Our marketing experts drive growth so you never think about campaigns or content. The Client Happiness Coordinator and Client Liaison handle ongoing client follow-up and relationship management, so no detail falls through the cracks. Our intake and business development team ensures every prospective client is handled with care and converted efficiently. Our operations and admin professionals keep the firm running smoothly behind the scenes. You focus entirely on what you do best: consulting, counseling, and making a real difference in people's lives. All inquiries are kept strictly confidential. Ready to join a values-aligned team and do work that matters? Send your resume and required cover letter. Compensation-$130,000 - $150,000 based on experience. Full-time, 35 hours/week (1,300 billable hours per year), Flexible schedule, 401(k) with matching, Health insurance Compensation: $130,000 - $150,000 DOE Responsibilities: As a key member of our team, you'll: Lead initial estate planning and special needs planning consultations to assess client needs and craft thoughtful strategies Manage limited conservatorship cases including drafting, filing, and representing clients in court Draft core estate planning documents including trusts, wills, powers of attorney, and more Handle online court appearances for limited conservatorship matters Collaborate with our legal team to ensure smooth case progression and stellar client experience Support clients through trust administration matters, helping ensure an organized and efficient administration process Qualifications: Active California Bar License Experience with special needs planning and limited conservatorships Strong drafting, research, and communication skills Ability to manage matters independently, while also collaborating with a remote team Compassionate, client-focused mindset with a high standard of professionalism Curiosity and motivation to grow your skills in special needs planning About Company Cookman Law is a California estate planning and special needs law firm. We do one thing, and we do it well: we help families build estate plans that actually work, with a particular focus on families who have a child or loved one with disabilities or mental health challenges. We are a fully remote firm serving clients across the state, and we're growing. Our mission: To give California families - especially those caring for loved ones with special needs or dealing with complex situations - estate plans that genuinely protect the people they love, and the ongoing support to keep those plans working as life changes. This role is ideal for a former solo practitioner or senior associate who wants to spend more time practicing law and less time on business operations. Compensation details: 00 Yearly Salary PI1ff827120fe9-0315
$500 Sign-on Bonus After Successfully Completing 90 Days Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time QUALITY ASSURANCE AUDITOR to join our team in Plymouth, MN. The QUALITY ASSURANCE AUDITOR provides support for the internal Compliance Department by conducting professional operations reviews, audits, or investigations to determine compliance with Firm and client requirements. This includes preparing audit reports and supporting documents. Essential Functions: Handling various client deliverables such as call reports, call recording requests, and remediation requests. Completing Firm and client required call audits while managing deadlines and delivery of audit reports. Supporting firm training process such as maintenance of Firm Supplement Training Log. Conducting audits on various subjects at scheduled intervals or as needed such as procedural, and work product. Communicating with clients, management, or other staff across the Firm relative to compliance and quality concerns. Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Education and/or Experience: High school diploma, general education degree (GED), or tech degree with related compliance, quality assurance, or audit background and/or training; or equivalent combination of education and experience. Competencies: Strong attention to detail Excellent communication and organizational skills Quick learner who is not afraid to ask questions Ability to handle multiple projects/tasks in a timely and accurate fashion Strong work ethic and a desire to succeed Reliable and dependable individual with unassailable ethics Possess sound judgement in order to audit calls/files for compliance and quality per Firm/client standards Ability to provide objective and fair assessments Proficiency in MS Office (Outlook, Word, Excel, PowerPoint) Proficiency with Crystal reporting is desirable Bi-lingual Spanish speakers strongly encouraged to apply, but not a job requirement. Work Environment This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background and drug screening before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $18.00-$19.00/hour. The wage range for this position is $18.00/hour to $22.00/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 18-19 Hourly Wage PI7a543fc1e0f6-2943
06/16/2026
Full time
$500 Sign-on Bonus After Successfully Completing 90 Days Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time QUALITY ASSURANCE AUDITOR to join our team in Plymouth, MN. The QUALITY ASSURANCE AUDITOR provides support for the internal Compliance Department by conducting professional operations reviews, audits, or investigations to determine compliance with Firm and client requirements. This includes preparing audit reports and supporting documents. Essential Functions: Handling various client deliverables such as call reports, call recording requests, and remediation requests. Completing Firm and client required call audits while managing deadlines and delivery of audit reports. Supporting firm training process such as maintenance of Firm Supplement Training Log. Conducting audits on various subjects at scheduled intervals or as needed such as procedural, and work product. Communicating with clients, management, or other staff across the Firm relative to compliance and quality concerns. Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Education and/or Experience: High school diploma, general education degree (GED), or tech degree with related compliance, quality assurance, or audit background and/or training; or equivalent combination of education and experience. Competencies: Strong attention to detail Excellent communication and organizational skills Quick learner who is not afraid to ask questions Ability to handle multiple projects/tasks in a timely and accurate fashion Strong work ethic and a desire to succeed Reliable and dependable individual with unassailable ethics Possess sound judgement in order to audit calls/files for compliance and quality per Firm/client standards Ability to provide objective and fair assessments Proficiency in MS Office (Outlook, Word, Excel, PowerPoint) Proficiency with Crystal reporting is desirable Bi-lingual Spanish speakers strongly encouraged to apply, but not a job requirement. Work Environment This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background and drug screening before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $18.00-$19.00/hour. The wage range for this position is $18.00/hour to $22.00/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 18-19 Hourly Wage PI7a543fc1e0f6-2943
Estate Planning Associate Attorney LOCATION: Work between Minneapolis and St. Michael, MN offices (Hybrid position) POSITION DETAILS WE ARE GROWING! We are looking for an Associate to join our firm to help support our seasoned Estate Planning Attorneys. We are seeking an experienced and client-focused Estate Planning Attorney to join our growing legal team. The ideal candidate will advise individuals, families, and business owners on a wide range of estate planning matters, including wills, trusts, probate avoidance strategies, asset protection, business succession planning, and tax-efficient wealth transfer strategies. This position requires strong legal drafting skills, attention to detail, and the ability to build trusted relationships with clients. Essential Functions and Duties: Meet with clients to assess estate planning needs and develop customized estate plans. Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, and related documents. Advise clients on estate, gift, and generation-skipping transfer tax considerations. Develop asset protection and wealth preservation strategies. Assist business owners with succession planning and ownership transition matters. Counsel fiduciaries, trustees, personal representatives, and beneficiaries regarding estate and trust administration. Collaborate with financial advisors, accountants, insurance professionals, and other advisors to implement client objectives. Conduct legal research and remain current on changes in estate planning, tax, trust, and probate laws. Maintain accurate case files and documentation in accordance with firm policies. Participate in business development, networking, community involvement, and client relationship-building activities. Manage probate and estate administration matters from initial intake meeting to final distribution of the estate. Education and Licensure Juris Doctor (J.D.) degree from an accredited law school. Licensed and in good standing to practice law in the applicable jurisdiction. Experience 3+ years of experience practicing estate planning, trust and estate administration, or a related area of law preferred. Experience drafting sophisticated estate planning documents and advising high-net-worth individuals is a plus. Knowledge, Skills, and Abilities Strong knowledge of estate planning, trust administration, probate, and tax planning principles. Excellent legal writing, drafting, and analytical skills. Strong interpersonal and client counseling abilities. Ability to explain complex legal concepts in a clear and practical manner. Exceptional organizational and time management skills. Ability to work independently while collaborating effectively with attorneys and staff. Proficiency with legal research tools and document management systems. Preferred Qualifications Experience with advanced estate planning techniques, including irrevocable trusts, charitable planning, special needs trusts, and business succession planning. Existing referral relationships or demonstrated business development experience. LL.M. in Taxation or Estate Planning (preferred but not required). Compensation and Bonus Information Base compensation will vary based on level of experience. Associate compensation range $95,000-$120,000. Associate Attorneys are also eligible for monthly source and annual discretionary bonus incentives based on performance. Benefits Medical, Dental, & Vision Insurance HSA & FSA Accounts Employer Contribution to HSA if enrolled in High-Deductible Health Insurance plan. 401K, with 4% company contribution (after completion of 1 year of service) Paid time off Paid company holidays Company Paid Basic Life Insurance Employee Assistance Program Annual Marketing & Business Development budget Bar license and CLE reimbursements Cell phone reimbursement Gym reimbursement Hybrid Remote Schedule We conduct criminal background checks on all individuals offered employment. Applicants with a disability that need an accommodation, please contact Human Resources at or email . Messerli Kramer is fully committed to equal opportunity in all aspects of employment. It is the policy of Messerli Kramer to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic orientation, physical or mental disability or any other protected status. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Work Environment and Physical Demands: This job operates in a professional office environment. While performing the responsibilities of the position, these work environment characteristics are representative of the environment the person in this position will encounter. While performing the duties of this job, the employee will work in a professional, fast-paced office environment that may require additional hours to complete work. The physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the position. If an employee is unable to perform the essential functions of the position, Messerli Kramer will evaluate whether a reasonable accommodation can be made to enable the employee to perform the described essential functions of the position. Due to the nature of this office position, while performing the responsibilities of the position, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to manage or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. PI47f33e6e352c-0608
06/16/2026
Full time
Estate Planning Associate Attorney LOCATION: Work between Minneapolis and St. Michael, MN offices (Hybrid position) POSITION DETAILS WE ARE GROWING! We are looking for an Associate to join our firm to help support our seasoned Estate Planning Attorneys. We are seeking an experienced and client-focused Estate Planning Attorney to join our growing legal team. The ideal candidate will advise individuals, families, and business owners on a wide range of estate planning matters, including wills, trusts, probate avoidance strategies, asset protection, business succession planning, and tax-efficient wealth transfer strategies. This position requires strong legal drafting skills, attention to detail, and the ability to build trusted relationships with clients. Essential Functions and Duties: Meet with clients to assess estate planning needs and develop customized estate plans. Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, and related documents. Advise clients on estate, gift, and generation-skipping transfer tax considerations. Develop asset protection and wealth preservation strategies. Assist business owners with succession planning and ownership transition matters. Counsel fiduciaries, trustees, personal representatives, and beneficiaries regarding estate and trust administration. Collaborate with financial advisors, accountants, insurance professionals, and other advisors to implement client objectives. Conduct legal research and remain current on changes in estate planning, tax, trust, and probate laws. Maintain accurate case files and documentation in accordance with firm policies. Participate in business development, networking, community involvement, and client relationship-building activities. Manage probate and estate administration matters from initial intake meeting to final distribution of the estate. Education and Licensure Juris Doctor (J.D.) degree from an accredited law school. Licensed and in good standing to practice law in the applicable jurisdiction. Experience 3+ years of experience practicing estate planning, trust and estate administration, or a related area of law preferred. Experience drafting sophisticated estate planning documents and advising high-net-worth individuals is a plus. Knowledge, Skills, and Abilities Strong knowledge of estate planning, trust administration, probate, and tax planning principles. Excellent legal writing, drafting, and analytical skills. Strong interpersonal and client counseling abilities. Ability to explain complex legal concepts in a clear and practical manner. Exceptional organizational and time management skills. Ability to work independently while collaborating effectively with attorneys and staff. Proficiency with legal research tools and document management systems. Preferred Qualifications Experience with advanced estate planning techniques, including irrevocable trusts, charitable planning, special needs trusts, and business succession planning. Existing referral relationships or demonstrated business development experience. LL.M. in Taxation or Estate Planning (preferred but not required). Compensation and Bonus Information Base compensation will vary based on level of experience. Associate compensation range $95,000-$120,000. Associate Attorneys are also eligible for monthly source and annual discretionary bonus incentives based on performance. Benefits Medical, Dental, & Vision Insurance HSA & FSA Accounts Employer Contribution to HSA if enrolled in High-Deductible Health Insurance plan. 401K, with 4% company contribution (after completion of 1 year of service) Paid time off Paid company holidays Company Paid Basic Life Insurance Employee Assistance Program Annual Marketing & Business Development budget Bar license and CLE reimbursements Cell phone reimbursement Gym reimbursement Hybrid Remote Schedule We conduct criminal background checks on all individuals offered employment. Applicants with a disability that need an accommodation, please contact Human Resources at or email . Messerli Kramer is fully committed to equal opportunity in all aspects of employment. It is the policy of Messerli Kramer to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic orientation, physical or mental disability or any other protected status. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Work Environment and Physical Demands: This job operates in a professional office environment. While performing the responsibilities of the position, these work environment characteristics are representative of the environment the person in this position will encounter. While performing the duties of this job, the employee will work in a professional, fast-paced office environment that may require additional hours to complete work. The physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the position. If an employee is unable to perform the essential functions of the position, Messerli Kramer will evaluate whether a reasonable accommodation can be made to enable the employee to perform the described essential functions of the position. Due to the nature of this office position, while performing the responsibilities of the position, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to manage or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. PI47f33e6e352c-0608
Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for an Associate Attorney to join our team in Plymouth, MN. Messerli & Kramer represents national creditors in Minnesota, Wisconsin, Iowa, Nebraska, North Dakota, South Dakota, Montana, Ohio, and Colorado. This position will focus on a consumer collection litigation practice. The position requires proper management of a caseload, a desire to complete stringent pleading reviews as part of a team, and represent creditor clients throughout the state. This is a great opportunity to become part of a talented team in a great work environment. Messerli & Kramer offers a flexible work environment to individuals who possess drive and skills for working both independently and collaboratively. We are looking for an Associate to help deliver great service to our clients and positively influence our culture. Our law firm offers competitive salary and benefits in a collegial and professional environment. NO BILLABLE HOURS Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Qualifications: Licensed to practice law in Minnesota Ability to work independently, prioritize, take initiative, handle multiple assignments, and meet deadlines. Excellent oral and written communications skills. This Job Is Ideal for Someone Who Is: Adaptable/flexible enjoys doing work that requires frequent shifts in direction Autonomous/Independent enjoys working with little direction High stress tolerance thrives in a high-pressure environment Work Environment & Physical Requirements This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background and drug screening before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $80,000-$90,000/year. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 0 Yearly Salary PI6803c5ac30b9-1822
06/16/2026
Full time
Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for an Associate Attorney to join our team in Plymouth, MN. Messerli & Kramer represents national creditors in Minnesota, Wisconsin, Iowa, Nebraska, North Dakota, South Dakota, Montana, Ohio, and Colorado. This position will focus on a consumer collection litigation practice. The position requires proper management of a caseload, a desire to complete stringent pleading reviews as part of a team, and represent creditor clients throughout the state. This is a great opportunity to become part of a talented team in a great work environment. Messerli & Kramer offers a flexible work environment to individuals who possess drive and skills for working both independently and collaboratively. We are looking for an Associate to help deliver great service to our clients and positively influence our culture. Our law firm offers competitive salary and benefits in a collegial and professional environment. NO BILLABLE HOURS Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Qualifications: Licensed to practice law in Minnesota Ability to work independently, prioritize, take initiative, handle multiple assignments, and meet deadlines. Excellent oral and written communications skills. This Job Is Ideal for Someone Who Is: Adaptable/flexible enjoys doing work that requires frequent shifts in direction Autonomous/Independent enjoys working with little direction High stress tolerance thrives in a high-pressure environment Work Environment & Physical Requirements This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background and drug screening before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $80,000-$90,000/year. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 0 Yearly Salary PI6803c5ac30b9-1822
