15 jobs found

Chris Pritt Law, PLLC is an estate planning law firm in Charleston, West Virginia, helping individuals and families protect what they've built and provide for the people they love. We focus on planning and probate administration. We are seeking a full time Estate Planning Attorney who is client focused, detail oriented, and interested in building a long term career in trusts and estates.

Focus on the Courtroom and Counsel, Not the Administrative Grind. If you are an advocate who thrives on protecting families and securing legacies, but you are tired of the administrative burdens of solo or small-firm practice, we would love to connect. At the Law Office of Bryan Fagan, we have built a streamlined system so you can focus entirely on your passion: practicing law at the highest level. We are a premier, trusted Texas law firm specializing in family law, estate planning, probate, and guardianship. With 14 offices across the state-including Houston, Humble, The Woodlands, Richmond, Galveston, Austin, San Antonio, Dallas, Fort Worth, Rockwall, and El Paso-we provide our attorneys with a supportive platform, collaborative team environment, and a true commitment to work-life balance.

This is a client-facing position with significant responsibility. You will meet directly with clients, develop estate planning strategies, guide families through probate and estate administration, and conduct annual meetings with members of the client C.A.R.E. Program. You will work with our paralegals, Workflow Coordinators, Case Managers, and administrative professionals to manage much of the scheduling, workflow, and file management so you can focus on practicing law. If you have the ability to handle a diverse caseload, have stellar interpersonal and time management skills, can communicate effectively, and use today's technology well, please start your application today! Compensation- $90,000 - 95,000, Potential for bonuses based upon production Compensation: $90,000 - 95,000 Potential for bonuses based upon production Responsibilities: Manage administrative assistants, paralegals, and law clerks Take responsibility for administrative staff relating to client invoicing/billing records, setting up meetings with clients and completing tasks Analyze client needs, identify solutions, and determine case strategies Conduct estate planning consultations, design and signing meetings. Advise clients regarding wills, revocable trusts, irrevocable trusts, powers of attorney, health care proxies, living wills, and related planning strategies. Handle probate and estate administration matters. Conduct annual C.A.R.E. Program review meetings. Review and edit estate planning documents. Build relationships with clients and referral partners. Collaborate with attorneys and staff to deliver an exceptional client experience. Qualifications: Ability to use Microsoft Office is required Jobseekers should be a member of their local bar association - active member preferred Association Communication, problem-solving, decision-making, interpersonal, and public speaking skills required Graduation from law school with Juris Doctorate (J.D.) degree and experience in representing clients for at least 2 years Prior experience working in a law firm for a minimum of 1-2 years required Able to work independently while handling multiple files Licensed to practice in New York state and in good standing. Two or more years of experience in estate planning, elder law, probate, trust administration, or closely related practice areas. Excellent communication and client relationship skills. NYS Drivers License Preferred, but not required: Crisis Medicaid planning experince Familiarity with Irrevocable Medicaid Asset Protection Trust planning. Experience in Special Needs Planning, business succession planning, business entities, asset protection planning, or estate/trust litigation. Public speaking, seminar, or workshop presentation experience is a plus, but not required. About Company Safe Harbor Wills and Trusts is a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues. Our practice areas are limited to: Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings. Safe Harbor Wills and Trusts believes in giving back to our communities. Employees are encouraged to participate in community and charitable events. When it comes to our team giving back, we believe we can all do well if we all do good. We offer paid vacations, health insurance, life insurance, and a 401(k). Compensation details: 0 Yearly Salary PIbaae0-5385

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. PI9570d57bbc34-0608

This is an in-person role in the Downers Grove, IL office. Curious about a career with NorthPoint? NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. We are looking to add a Development Manager to our growing team! NorthPoint provides an inclusive environment that cultivates collaboration and mentorship. Our core values set the foundation of our culture and guide us in every business decision. "We truly believe, and I'm convinced, we have some pretty incredible assets. But those assets have all come from our people." - Nathaniel Hagedorn CEO. How We Put You First At NorthPoint Development we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Scholarships and paid professional development Wellness Spending Account Cellphone Reimbursement Mental Health Reimbursement Childcare Reimbursement $2,000 annual HRA and HSA contribution Free catered lunches + fully stocked kitchen Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What You'll Do Entitlements, Due Diligence & Predevelopment Conduct comprehensive site feasibility and due diligence, including test fits, title/survey review, environmental reports, geotechnical studies, and identification of development constraints Lead the entitlement process from start to finish, including zoning changes, platting, securing necessary permits and approvals from the appropriate authorities, and maintaining detailed schedules and budgets for the pre-development and entitlement phases of project Manage and coordinate a team of external consultants, including civil engineers, architects, land use attorneys, and environmental specialists, to ensure the timely submission of high-quality applications and reports Perform critical reviews of civil engineering plans, drainage reports, traffic studies, and other technical deliverables to ensure compliance with regulations and project objectives Represent NorthPoint in public hearings and meetings before planning commissions, city councils, and other governmental bodies Development & Execution Bid, negotiate, and administer contracts and change orders for all project related vendors including, but not limited to, engineers, consultants, and contractors Manage and coordinate an external project team, including engineers, architects, consultants, and contractors, to hold each accountable and to ensure a successful delivery of the project on schedule and within budget Work collaboratively across intercompany departments, including leasing, finance, property management, accounting and shared service teams Manage and communicate the status of project financial sources and uses from cradle to grave, including predevelopment budgets, pro formas, partnership structures, land closings, and debt closings Develop, maintain, and update detailed development schedules, key milestones, and budgets across the entire project phase and provide clear reporting to internal and external stakeholders Provide timely, accurate feedback to the leasing team to support RFP responses and tenant pursuits Maintain an understanding of assigned markets and submarkets, including tenant and broker relationships Who You Are Bachelor's degree or equivalent experience in Civil Engineering, Construction Management, or Real Estate. A Professional Engineering (PE) license is an asset, but not required 5+ years of experience in relevant position Deep understanding of the land entitlement process, including zoning, subdivision, due diligence, plan development, and infrastructure coordination Strong project management skills with the ability to manage multiple complex projects simultaneously, prioritize tasks, and meet critical deadlines Strong interpersonal communicator with excellent verbal and written communication skills Energetic, resourceful, and hands-on individual with the ability to approach problems both logically and creatively Detail focused with great organizational skills Able to work collaboratively as a team and independently Excellent verbal and written communication skills Ability to travel as required to support project and business needs We are 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 veteran status. PIa9c4165cc5-

This isn't a seat-warmer role. We're looking for an estate planning attorney who brings exceptional legal skill, genuine client empathy, and the drive to do their best work - every single day. At Carolina Estate Planning, we've built a firm where talented attorneys can focus on what they do best: delivering rigorous, thoughtful estate plans that protect families and create lasting legacies. You'll work directly with firm owners, handle sophisticated client matters, and play a meaningful role in a firm that's growing fast and doing it right. If you hold yourself to a high standard, thrive in a fast-paced environment, and believe that great legal work can genuinely change people's lives, we built this role for you. Compensation: Base salary: $110,000 - $140,000, commensurate with experience. Incentive compensation: Performance-based bonus structure. Compensation: $110,000 - $140,000 DOE + Performance-based Bonus Responsibilities: Educate clients about options for retirement, donating to charity, and purchasing insurance Prepare wills, trusts, and power of attorney documents Discuss plans with clients for distributing clients' assets Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action Attend court proceedings as needed to represent clients What You'll Do You'll own the client relationships from first consultation through final delivery, guiding families through some of the most important legal decisions of their lives. Day-to-day, that means: Consulting with prospective clients and leading them through our proprietary estate planning process Providing expert legal counsel and delivering superior estate planning and asset protection work products Researching, designing, and executing complex, customized estate plans - wills, trusts, powers of attorney, and more Educating clients on retirement strategies, charitable giving, and insurance options Guiding clients through the probate process with clear, actionable advice that cuts through complexity Representing clients in uncontested guardianship and probate hearings Maintaining detailed, organized client records that ensure seamless service and full compliance Attending court proceedings as needed Qualifications: Bachelor's degree with a legal background and J.D. degree are required Great communication skills, particularly in stressful and emotional situations At least 1-2 years of working in a law firm on on estate planning and probate law issues is necessary Working knowledge of title insurance, wills, trusts, property management, and residential and commercial real estate law, including litigation Active member of the ABA (American Bar Association) What You Bring Required: Active North Carolina Bar license in good standing J.D. from an accredited law school 5+ years of estate planning, probate, and trust administration experience Proven ability to lead and manage in a fast-paced, service-oriented environment Exceptional communication skills - especially in high-stakes, emotionally sensitive situations Strong working knowledge of complex trust planning, probate, and trust administration Preferred: LL.M. in Taxation or Estate Planning & Probate Board Certified Specialist designation Experience with WealthDocx Estate Planning or ElderDocx Elder Law software Active involvement with the American Bar Association (ABA) Who Thrives Here Our core values aren't aspirational - they're operational. The right candidate will recognize themselves in all of them: Integrity - You hold yourself to the highest ethical standards, always. Impact & Influence - You want your work to matter beyond the billable hour. Initiative - You anticipate problems and solve them before they escalate. Everyone Gets Helped - You believe great legal work ripples outward, and you show up fully for every person you encounter. 100% Accountability - You own your outcomes, no excuses. Growth Mindset - You're committed to continuous improvement, and you push those around you to grow, too. Rigor - You know that in estate planning, the difference between good and exceptional lives in the details. 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: 00 Yearly Salary PI6ac6-

Founded in 1965, Messerli Kramer is a Top 20 Minnesota law firm with locations in Minneapolis, St. Paul, St. Michael, and Plymouth. We have a hard-earned reputation within the business community for providing sound, reasoned and comprehensive legal services. With an emphasis on building lasting relationships with our clients, our professionals take the time to listen to and understand legal issues within the larger framework of the business as a whole. We represent a variety of clients across a series of practice groups in the Minneapolis office: Banking and Finance, Litigation, Corporate and Estate Planning, Commercial Real Estate, and Family Law. We are seeing an Accounts Payable Coordinator for our downtown Minneapolis office. Why Join Us Join Messerli Kramer, one of Minnesota's leading law firms, and become part of a collaborative, professional team that values accuracy, service, and continuous improvement. In this role, you will play a key part in supporting the financial operations of a respected organization while collaborating with dedicated colleagues in a fast-paced, team-oriented environment. We offer competitive benefits, opportunities for professional growth, and a culture built on integrity, responsiveness, and long-term success. ONSITE EXPECTATIONS: Hybrid schedule, once fully trained. Minimum of three days on site in Minneapolis office. POSITION DETAILS The Accounts Payable coordinator is responsible for managing the company's accounts payable processes amongst our multiple locations, ensuring timely and accurate processing of invoices, payments, and vendor accounts. This role supports the finance department by maintaining accurate financial records, reconciling accounts, and ensuring compliance with company policies and accounting standards. KEY RESPONSIBILITIES Accounts Payable Responsibilities Receive, review, and process supplier invoices accurately and promptly. Match invoices with purchase orders and receiving documents. Verify invoice details, pricing, and approval before payment processing. Prepare and process payments through checks, electronic transfers, or other payment methods. Reconcile vendor statements and resolve invoice discrepancies. Reconcile credit card statements for locations. Process expense reports on bi-weekly basis. Maintain accurate accounts, payable records and filing systems. Monitor payment schedules to ensure vendors are paid on time. Respond to vendor inquiries regarding payments and account status. Assist with month-end and year-end closing activities. Prepare accounts payable reports and assist with financial audits. Ensure compliance with company policies, internal controls, and applicable accounting regulations. Support other finance and administrative duties as assigned. Client Billing Responsibilities Generate and distribute Pro-formas/pre-bills for attorney's/Legal Assistants at the beginning of each month, after the time entry deadline (and during the month as needed). Preparation and processing of high-quality invoices in a timely manner, Monitor status of retainer billings, generate invoices, and prepare necessary reports. Back up Billing Specialist as needed. Qualifications Diploma or bachelor's degree in accounting, Finance, Business Administration, or a related field. Minimum of 2 years of experience in accounts payable or a similar accounting role. Knowledge of accounting principles and financial procedures. Experience with electronic invoicing systems. Previous client billing experience a plus, not required. Previous experience support ap/billing requirements for multiple locations. Proficiency in Microsoft Excel Experience in high volume invoice processing Experience in trust accounting systems Experience in legal accounting financial software (e.g., Surepoint (LMS)/Elite or other applicable financial applications). Strong numerical and analytical skills. Excellent attention to detail and accuracy. Excellent communication and interpersonal skills. Ability to prioritize tasks and meet deadlines. Experience in working in legal or professional services environments. Key Competencies Accuracy and attention to detail Time management Ability to work with tight deadlines. Ability to support multi locations for ap/billing support. Organizational skills Strong data entry skills Problem-solving ability Integrity and confidentiality Teamwork and collaboration Strong customer service COMPANY BENEFITS Medical, Dental and Vision Plans Flex Spending Accounts Available for Health Savings, Dependent Care, Limited Purpose, and Flexible Savings Accounts. Employer Contribution to Heath Savings Account if enrolled in High-Deductible Health Plan Voluntary Life Benefits and Employer Paid Basic Life/LTD Paid Maternity and Parental Leave Parking Reimbursement $125/month or 100% Paid Metro Transit Card 401K Plan and Employer 4% Safe Harbor Contribution starts after completion of 1,000 hours on employee anniversary. Paid Holidays/Paid Time Off Gym Reimbursement up to $120/annually Free Onsite Gym COMPANY BENEFITS Medical, Dental and Vision Plans Flex Spending Accounts Available for Health Savings, Dependent Care, Limited Purpose, and Flexible Savings Accounts. Employer Contribution to Heath Savings Account if enrolled in High-Deductible Health Plan Voluntary Life Benefits and Employer Paid Basic Life/LTD Paid Maternity and Parental Leave Parking Reimbursement $125/month or 100% Paid Metro Transit Card 401K Plan and Employer 4% Safe Harbor Contribution starts after completion of 1,000 hours on employee anniversary. Paid Holidays/Paid Time Off Gym Reimbursement up to $120/annually Free Onsite Gym Compensation and Bonus Information Base compensation will vary based on level of experience. Hourly compensation range $ 35.00-$45.00. Also eligible for annual discretionary bonus incentives based on performance and company performance. 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. Compensation details: 35-45 Hourly Wage PIf5-

$1,000 Sign-on Bonus After Successfully Completing 90 Days Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking a full-time ACCOUNTING RECONCILIATION SPECIALIST to join our Accounting team in Plymouth, MN. Essential Functions and Duties: Reconcile bank statements Investigate and resolve variances Support month-end and Year-end closing process Depositing cash and physical checks Work assigned accounting queues Identify and implement process improvement Any additional tasks assigned by management Full Time 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 Required Education & Experience: High School Diploma/GED Degree in Accounting preferred, but not required 2+ years working accounting experience Experience with Excel (VLOOKUP, Pivot Tables) Competencies: Excellent troubleshooting and problem-solving skills Extreme attention to detail Clear written and verbal communication skills An ability to multi-task and work in a fast-paced environment Self-motivation In addition to our regular background check and drug screen, this position also requires successful completion of a credit check. 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. Wage Disclaimer: The starting wage for this position is $19.00-$24.00/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: 19-24 Hourly Wage PI814f44f5-

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. PI95a8877de5-

This isn't a seat-warmer role. We're looking for an estate planning attorney who brings exceptional legal skill, genuine client empathy, and the drive to do their best work - every single day. At Carolina Estate Planning, we've built a firm where talented attorneys can focus on what they do best: delivering rigorous, thoughtful estate plans that protect families and create lasting legacies. You'll work directly with firm owners, handle sophisticated client matters, and play a meaningful role in a firm that's growing fast and doing it right. If you hold yourself to a high standard, thrive in a fast-paced environment, and believe that great legal work can genuinely change people's lives, we built this role for you. Compensation: Base salary: $110,000 - $140,000, commensurate with experience. Incentive compensation: Performance-based bonus structure. Compensation: $110,000 - $140,000 DOE + Performance-based Bonus Responsibilities: Educate clients about options for retirement, donating to charity, and purchasing insurance Prepare wills, trusts, and power of attorney documents Discuss plans with clients for distributing clients' assets Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action Attend court proceedings as needed to represent clients What You'll Do You'll own the client relationships from first consultation through final delivery, guiding families through some of the most important legal decisions of their lives. Day-to-day, that means: Consulting with prospective clients and leading them through our proprietary estate planning process Providing expert legal counsel and delivering superior estate planning and asset protection work products Researching, designing, and executing complex, customized estate plans - wills, trusts, powers of attorney, and more Educating clients on retirement strategies, charitable giving, and insurance options Guiding clients through the probate process with clear, actionable advice that cuts through complexity Representing clients in uncontested guardianship and probate hearings Maintaining detailed, organized client records that ensure seamless service and full compliance Attending court proceedings as needed Qualifications: Bachelor's degree with a legal background and J.D. degree are required Great communication skills, particularly in stressful and emotional situations At least 1-2 years of working in a law firm on on estate planning and probate law issues is necessary Working knowledge of title insurance, wills, trusts, property management, and residential and commercial real estate law, including litigation Active member of the ABA (American Bar Association) What You Bring Required: Active North Carolina Bar license in good standing J.D. from an accredited law school 5+ years of estate planning, probate, and trust administration experience Proven ability to lead and manage in a fast-paced, service-oriented environment Exceptional communication skills - especially in high-stakes, emotionally sensitive situations Strong working knowledge of complex trust planning, probate, and trust administration Preferred: LL.M. in Taxation or Estate Planning & Probate Board Certified Specialist designation Experience with WealthDocx Estate Planning or ElderDocx Elder Law software Active involvement with the American Bar Association (ABA) Who Thrives Here Our core values aren't aspirational - they're operational. The right candidate will recognize themselves in all of them: Integrity - You hold yourself to the highest ethical standards, always. Impact & Influence - You want your work to matter beyond the billable hour. Initiative - You anticipate problems and solve them before they escalate. Everyone Gets Helped - You believe great legal work ripples outward, and you show up fully for every person you encounter. 100% Accountability - You own your outcomes, no excuses. Growth Mindset - You're committed to continuous improvement, and you push those around you to grow, too. Rigor - You know that in estate planning, the difference between good and exceptional lives in the details. 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: 00 Yearly Salary PId598cd0bd5-

Description: Description Are you passionate about making a difference in people's lives while thriving in a team-centric environment? Who is SYM? SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a highly motivated Financial Advisor who can help us provide excellent financial planning and investment planning services to our clients. In this role, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals. Developing and maintaining financial plans for high-net-worth individuals is both intellectually stimulating and personally rewarding. A successful candidate will formulate, implement, and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight. This position is designed to provide a career path leading to the role of Lead Advisor. To learn more about our company, visit this link: SYM Financial. Who We Are. What does this role entail? Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to: Managing client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development and estate planning Serving as the primary point of contact for client relationships Overseeing and monitoring individual investment portfolios while ensuring alignment with client goals and objectives Consulting with attorneys, accountants and other advisors on financial, estate and tax planning Leading client meetings and presenting the financial plans Delivering educational presentations to clients and staff Developing new client relationships via existing client referrals and local centers of influence Requirements: Requirements What are we looking for? Must Haves : You have a Bachelor's Degree from an accredited college or university; CFP designation strongly preferred You are proficient in Microsoft Office Suite, as well as financial planning and account management software You possess technical knowledge and experience in all aspects of financial planning which includes: financial planning; wealth management; qualified plan acumen and estate planning You exhibit excellent listening, written and verbal communication skills with a professional demeanor and a client-first attitude You have the ability to manage multiple projects and deadlines with a keen attention to detail You are a team player, with strong coaching and leadership skills You have the desire /ability to work successfully in a small company environment What's in it for you? Pay / benefits are competitive based on industry standards. Competitive pay based on experience plus incentive compensation Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance 401(k); 6% Match Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off Option for Pet Insurance / Fitness Match / Apparel Allowance Tuition / Certification Assistance Program A defined career framework to help you successfully manage your career goals PI0ebe-8132

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 PI5d3ed0005b69-9566

This is a client-facing position with significant responsibility. You will meet directly with clients, develop estate planning strategies, guide families through probate and estate administration, and conduct annual meetings with members of the client C.A.R.E. Program. You will work with our paralegals, Workflow Coordinators, Case Managers, and administrative professionals to manage much of the scheduling, workflow, and file management so you can focus on practicing law. If you have the ability to handle a diverse caseload, have stellar interpersonal and time management skills, can communicate effectively, and use today's technology well, please start your application today! Compensation- $90,000 - 95,000, Potential for bonuses based upon production Compensation: $90,000 - 95,000 Potential for bonuses based upon production Responsibilities: Manage administrative assistants, paralegals, and law clerks Take responsibility for administrative staff relating to client invoicing/billing records, setting up meetings with clients and completing tasks Analyze client needs, identify solutions, and determine case strategies Conduct estate planning consultations, design and signing meetings. Advise clients regarding wills, revocable trusts, irrevocable trusts, powers of attorney, health care proxies, living wills, and related planning strategies. Handle probate and estate administration matters. Conduct annual C.A.R.E. Program review meetings. Review and edit estate planning documents. Build relationships with clients and referral partners. Collaborate with attorneys and staff to deliver an exceptional client experience. Qualifications: Ability to use Microsoft Office is required Jobseekers should be a member of their local bar association - active member preferred Association Communication, problem-solving, decision-making, interpersonal, and public speaking skills required Graduation from law school with Juris Doctorate (J.D.) degree and experience in representing clients for at least 2 years Prior experience working in a law firm for a minimum of 1-2 years required Able to work independently while handling multiple files Licensed to practice in New York state and in good standing. Two or more years of experience in estate planning, elder law, probate, trust administration, or closely related practice areas. Excellent communication and client relationship skills. NYS Drivers License Preferred, but not required: Crisis Medicaid planning experince Familiarity with Irrevocable Medicaid Asset Protection Trust planning. Experience in Special Needs Planning, business succession planning, business entities, asset protection planning, or estate/trust litigation. Public speaking, seminar, or workshop presentation experience is a plus, but not required. About Company Safe Harbor Wills and Trusts is a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues. Our practice areas are limited to: Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings. Safe Harbor Wills and Trusts believes in giving back to our communities. Employees are encouraged to participate in community and charitable events. When it comes to our team giving back, we believe we can all do well if we all do good. We offer paid vacations, health insurance, life insurance, and a 401(k). Compensation details: 0 Yearly Salary PIcfa05-5385

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.