18 jobs found

Do you love digging into research and helping people? We're hiring a paralegal to assist our legal team in preparing legal documents, filing motions, coordinating law office activities, and conducting legal research. Applicants should be experienced, highly organized professionals with great attention to detail. If this sounds like a job you'll love, apply below.Compensation:$50,000 - $55,000 yearlyResponsibilities:Aid lawyers in trial preparation by preparing and organizing exhibits, organizing and coordinating witnesses, conducting research on legal articles, and assisting with client meetings and filing motions Coordinate law office activity, including the drafting subpoenas and coordinating with process servers Take care of administrative tasks such as answering phones and maintaining an organized filing system for all legal documents Gather information about legal issues from the client in interviews Assist lawyers in preparing legal documentation, pleadings, and correspondence including correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits Review existing probate and estate administration files and determine statusIdentify missing documents, filings, signatures, and next stepsPrepare Surrogate's Court petitions, waivers, consents, affidavits, notices, receipts, and releasesFollow up with clients, fiduciaries, beneficiaries, courts, and financial institutionsAssist with asset collection, transfers, distributions, inventories, and accountingsMove stalled or aging files toward completionMaintain clear file notes and task listsIdentify issues requiring attorney involvementQualifications:Must have strong interpersonal skills and talent for writing and grammar Candidates should possess high-level organizational skills, and time-management skills At least 3 years of experience in legal services under an attorney or lawyer in a law firm setting Must have completed an ABA-approved paralegal certificate program such as an Associate's degree or proprietary school program in paralegal studies, Bachelor's degree desired Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education Significant probate and estate administration experienceAbility to take over existing matters with minimal supervisionStrong organizational and follow-up skillsAbility to manage multiple active filesExcellent written and client communication skillsNew York Surrogate's Court experience strongly preferredThe right candidate should be able to open a file and quickly answer:Where are we? What is missing? What needs to happen next?About CompanyWe are a growing estate planning and elder law firm helping families throughout Central and Northern New York.Our Medicaid team helps families facing one of the most stressful situations of their lives: figuring out how to pay for long-term care without unnecessarily losing everything they have worked for.If you enjoy organizing complicated information, solving problems, and doing work that genuinely helps families, we'd like to hear from you. details: 0 Yearly SalaryPI51398f75c8fd-2316

Our client is a well-established law firm seeking an experienced Trust & Estates Administration Attorney to join their team. The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. This is a full-time, in-office position offering the opportunity to work with a collaborative team and build long-term client relationships. Key Responsibilities: Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives Counsel clients wealth transfer strategies, charitable giving, and tax planning Administer trusts and estates, including probate proceedings, Surrogates Court filings, and related litigation when necessary. Draft, review, & interpret complex estate planning documents and trust agreements Coordinate with financial advisors, accountants, and other professionals to implement comprehensive estate plans Handle guardianship and elder law matters (Medicaid planning and applications) Maintain ongoing client relationships and provide exceptional client service Qualifications: Juris Doctor (J.D.) degree from an accredited law school. Admission to the New York State Bar (or eligibility for admission) 3+ years of experience practicing in trust and estate planning and administration Strong knowledge of estate, gift, and fiduciary income tax law Excellent drafting, analytical, and communication skills Ability to manage multiple matters and deadlines in a fast-paced environment Strong interpersonal skills and a client-focused mindset Compensation & Benefits: Competitive salary commensurate with experience (125K-150K) Comprehensive benefits package, including health insurance, retirement plan, and paid time off Professional development and continuing legal education opportunities

Our client is seeking an Estate Administration Paralegal to join its legal team. Working out of Smithtown, NY or Melville, NY, he/she will assist attorneys in all aspects of estate and trust administration, including probate proceedings, asset collection, and distribution to beneficiaries. This position requires strong communication, drafting, and organizational skills, as well as the ability to manage multiple matters and deadlines efficiently. Key Responsibilities: Prepare and file probate and administration petitions with the Surrogate's Court Collecting and valuing estate assets, including obtaining date-of-death valuations Draft and file legal documents such as inventories, accountings, receipts and releases, and consents Communicate with clients, financial institutions, and government agencies on behalf of the attorney Monitor deadlines and maintain estate administration calendars and checklists Prepare estate tax returns (Internal Revenue Service Form 706 and state estate tax forms) and fiduciary income tax returns (Form 1041) in coordination with CPAs Review and reconcile estate bank statements and prepare informal accountings Assist with trust funding, trust administration, and post-mortem planning Qualifications: Bachelors degree or Paralegal Certificate preferred 3+ years of experience as a Trusts & Estates or Estate Administration paralegal Knowledge of probate procedures and Surrogates Court rules Familiarity with estate tax and fiduciary income tax returns Strong written and verbal communication skills Excellent organizational skills and attention to detail Proficiency in Microsoft Office and legal case management software Salary is between 70K-90K plus solid benefits

Do you love digging into research and helping people? We're hiring a paralegal to assist our legal team in preparing legal documents, filing motions, coordinating law office activities, and conducting legal research. Applicants should be experienced, highly organized professionals with great attention to detail. If this sounds like a job you'll love, apply below. Compensation: $50,000 - $55,000 yearly Responsibilities: Aid lawyers in trial preparation by preparing and organizing exhibits, organizing and coordinating witnesses, conducting research on legal articles, and assisting with client meetings and filing motions Coordinate law office activity, including the drafting subpoenas and coordinating with process servers Take care of administrative tasks such as answering phones and maintaining an organized filing system for all legal documents Gather information about legal issues from the client in interviews Assist lawyers in preparing legal documentation, pleadings, and correspondence including correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits Review existing probate and estate administration files and determine status Identify missing documents, filings, signatures, and next steps Prepare Surrogate's Court petitions, waivers, consents, affidavits, notices, receipts, and releases Follow up with clients, fiduciaries, beneficiaries, courts, and financial institutions Assist with asset collection, transfers, distributions, inventories, and accountings Move stalled or aging files toward completion Maintain clear file notes and task lists Identify issues requiring attorney involvement Qualifications: Must have strong interpersonal skills and talent for writing and grammar Candidates should possess high-level organizational skills, and time-management skills At least 3 years of experience in legal services under an attorney or lawyer in a law firm setting Must have completed an ABA-approved paralegal certificate program such as an Associate's degree or proprietary school program in paralegal studies, Bachelor's degree desired Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education Significant probate and estate administration experience Ability to take over existing matters with minimal supervision Strong organizational and follow-up skills Ability to manage multiple active files Excellent written and client communication skills New York Surrogate's Court experience strongly preferred The right candidate should be able to open a file and quickly answer: Where are we? What is missing? What needs to happen next? About Company We are a growing estate planning and elder law firm helping families throughout Central and Northern New York. Our Medicaid team helps families facing one of the most stressful situations of their lives: figuring out how to pay for long-term care without unnecessarily losing everything they have worked for. If you enjoy organizing complicated information, solving problems, and doing work that genuinely helps families, we'd like to hear from you. Compensation details: 0 Yearly Salary PIb658d55bd1cb-2316

Join Grimaldi Law Firm as a Senior Estate Planning Attorney and become part of a dedicated team committed to helping individuals and families protect their futures with confidence. You'll be at the forefront of delivering compassionate and professional service in estate planning, wills, trusts, probate, and real estate, using your expertise to guide clients through crucial decisions. With a base salary ranging from $140,000 to $170,000 and the potential for monthly bonuses, we offer competitive compensation that reflects your experience and fit. You'll thrive in an environment where your contributions are valued and where you can grow both personally and professionally. With a minimum of five years of experience, you'll handle client meetings, draft and review documents, and manage cases independently. Our systems are designed to support you, with two paralegals assisting in document preparation, allowing you to focus on client relationships and plan design. At Grimaldi Law Firm, we're more than just a workplace; we're a community striving for excellence. Join us in empowering clients and achieving shared goals. Submit your resume and cover letter today, and let's build lasting legacies together. Compensation: $140,000 - $170,000 Responsibilities: Lead client consultations to understand their estate planning needs and provide tailored solutions. Draft, review, and finalize estate planning documents, including wills, trusts, and powers of attorney. Collaborate with paralegals to ensure accurate and timely document preparation and filing. Manage probate and trust administration cases, ensuring compliance with legal standards and client expectations. Stay informed on changes in estate planning laws and regulations to provide up-to-date advice. Develop and maintain strong client relationships, fostering trust and long-term partnerships. Conduct legal research to support case strategies and enhance client outcomes effectively and efficiently. Qualifications: 5+ years of estate planning experience required . Proven track record of drafting and reviewing wills, trusts, and powers of attorney. Ability to analyze complex legal situations and develop strategic action plans. Strong communication skills to discuss and understand clients' needs, fears, and desires. Experience advising clients on retirement plans, charitable giving, and insurance options. Ability to delegate tasks effectively to paralegals and legal staff, ensuring timely completion. Proficiency in designing and implementing efficient business systems and processes for legal practice management. About Company Grimaldi Law Firm is a dedicated Estate Planning law firm committed to helping individuals and families protect their futures with confidence. Our team provides personalized legal guidance in estate planning, wills, trusts, probate, and real estate, delivering compassionate and professional service every step of the way. At Grimaldi Law Firm, we combine experienced legal counsel with advanced technology to ensure clear communication and a seamless client experience. Our team keeps clients informed and connected throughout the entire process with proactive updates and responsive support. Compensation details: 00 Yearly Salary PIb8a136269de2-2312

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. PIc2207c611feb-0608

We are looking for an Estate Administration & Probate Paralegal who thrives on bringing order and momentum to complex, deadline-driven cases. This role is focused on the administration side of our practice - guiding estates through probate, working closely with the Clerk of Court, financial institutions, and CPAs, and making sure every filing, inventory, and distribution is accurate and on time. You will work directly under the supervision of our attorneys, with additional coordination and support from our Legal Production Case Manager, who oversees workflow across all three of our practice areas (Estate Planning, Probate, and Fiduciary Litigation). This is a role for someone with hands-on probate experience who wants ownership of a caseload and a clear path to grow within a well-run, fast-growing firm. Compensation: $65,000 - $70,000 base salary plus quarterly performance incentive bonus Responsibilities: Probate & Estate Administration Case Work Prepare and file core probate documents, including Notices to Creditors, inventories, accountings, and proposed distributions Submit and track court filings and deadlines with the Clerk of Court Coordinate with financial institutions, title companies, and CPAs to gather assets, resolve creditor claims, and finalize distributions Interview clients and personal representatives to gather facts, documents, and information needed to move estates forward Assist clients with completing required forms and understanding next steps in the process Client & Case Management Communicate with clients, personal representatives, and beneficiaries professionally and compassionately throughout the administration process Monitor case deadlines, court dates, and milestones to keep every matter on track Maintain accurate, up-to-date client files and records in the firm's case management system Provide clients with regular, clear updates on case status Enter billable and non-billable time accurately and promptly Legal Research & Team Collaboration Conduct legal research on North Carolina probate and estate administration law, including new or novel issues as they arise Prepare documents and memos for attorney review Collaborate with attorneys, the Legal Production Case Manager, and fellow paralegals to keep casework moving efficiently Participate in weekly case status meetings Triage and prioritize emails, tasks, and calendar items daily Qualifications: What Success Looks Like in This Role Filings, inventories, and accountings are accurate, complete, and submitted on time Estates move through probate efficiently, with no deadlines missed and no loose ends left untracked Clients and personal representatives feel informed and supported through a difficult process 120 billable hours per month are consistently met Files and records are always current, organized, and audit-ready Who You Are You have 3-5 years of experience as a paralegal working in estate administration and/or probate You have hands-on experience preparing probate filings and working with the Clerk of Court You hold a paralegal certificate or degree from an accredited program You have working knowledge of North Carolina probate and estate administration law You are detail-oriented and organized - you know that a missed deadline or an inaccurate filing has real consequences for real families You communicate clearly and compassionately with clients who are often navigating loss or difficult family situations You can manage multiple open matters independently while staying responsive to attorney direction Experience with legal case management software is required; experience with estate planning or probate-specific platforms is a plus 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 PI1c8fb47eca01-8815

Safe Harbor Wills & Trusts is a growing estate planning and elder law firm serving families throughout Central and Northern New York. We help clients protect what they have built, prepare for the unexpected, and make difficult legal and financial decisions with greater confidence. We are building a law firm that combines excellent legal work with exceptional client service and strong, efficient systems. Our team handles estate planning, probate and trust administration, Medicaid planning, guardianship, and related elder law matters. We are not a traditional law office where files sit on desks waiting for someone to tell you what to do next. We value people who take ownership of their work, communicate well, solve problems, meet deadlines, and keep matters moving forward. As our practice continues to grow, we are looking for experienced professionals who want to grow with us. We offer an environment where capable team members are trusted with meaningful responsibility, encouraged to improve the way we work, and recognized for producing great results for the clients we serve. We are seeking an attorney who can provide quality legal services to our large, diverse client base. Our ideal candidate will work passionately and effectively alongside our senior partner and staff to ensure a successful outcome for clients. Contact us today if you have outstanding research and writing skills, can handle a heavy caseload, and are comfortable using today's legal software! If you are organized, accountable, client-focused, work well in a fast-paced environment, consistently deliver high-quality work, and enjoy being part of a team that is continually improving, you may be a great fit for Safe Harbor Wills & Trusts. Reach out to us today! Compensation: $90,000 - $95,000 yearly plus potential for bonuses based upon production Responsibilities: Preside over paralegals, administrative assistants in connection with keeping track of time records, reviewing client billing, setting up client meetings and completing client projects Get the appropriate legal documents ready for clients, such as brief, motions, and pleadings, as well as correspondence Represent clients in court to argue motions during legal proceedings Identify client conflicts and determine case strategies with options for resolution Advise clients by weighing available options toward a successful outcome and plan a course of action 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: Knowledge of Microsoft Office programs is needed Advanced computer skills working with legal research programs (Westlaw and Lexis) required Minimum 1-2 years' experience working in a law firm environment Public speaking, decision-making, communication, interpersonal, and problem-solving skills are necessary for this role Required Juris Doctorate (J.D.) degree from an accredited law school; representation of clients for at least 2 years a plus 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 Driver's License. Preferred, but not required: Crisis Medicaid planning experience. 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 We are a growing estate planning and elder law firm helping families throughout Central and Northern New York. Compensation details: 0 Yearly Salary PI4efb9b34ca35-5674

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 yearly 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 PI09e07e43970b-2585

We are looking for an energetic and experienced Florida Paralegal/Legal Assistant to join our team. Our main office is located in Hollywood, FL, and this position is an IN-OFFICE position only. You: Do you want to be valued, trusted, and feel like you're making a difference? We are a forward-thinking paperless Probate, Estate Planning, and Real Estate Law firm that is on track for huge growth, and we need an incredible multitasking human to join us in supporting our team and helping clients. Us: We want to be known for holding clients' hands through an emotional process, making them feel as though they are in a better position and that they have a team behind them that really cares. We also want to be known for helping our team members hit their professional, personal, and financial goals. We are growing fast, and we need a friendly, team-oriented person who can hit the ground running. We need someone with solid computer skills who loves the idea of working with state-of-the-art programs, applications, and software to make things more efficient. Benefits for qualified employees include: PTO, Life Insurance, Short-Term and Long-Term Disability insurance. Compensation: $55,000 - $75,000 Responsibilities: Organizing Files and moving them forward Docketing and scheduling events Drafting probate pleadings Drafting Estate Planning Documents: Wills, Trusts, Deeds, Durable Power of Attorney Communicating updates to clients and gathering information Helping attorneys prepare for signing meetings Weekly case management meetings and logging updates to case files Qualifications: Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education Strong oral and written communication skills Must have great time-management skills and organizational skills Florida Estate Planning paralegal for 2+ years required A high school diploma is required, but advanced training at a college or university is preferred Experience with document building software, WealthCounsel, and/or Westlaw Form Builder is required, but we will consider candidates with similar software experience Experience with Clio Manage is preferred, but we will consider candidates with similar practice management software experience Experience with using Google Mail, Google Drive, and Google Calendar is preferred and a plus, but not required Type 70-100 WPM is required Spanish Speaker About Company Grimaldi Law Firm is a dedicated Estate Planning law firm committed to helping individuals and families protect their futures with confidence. Our team provides personalized legal guidance in estate planning, wills, trusts, probate, and real estate, delivering compassionate and professional service every step of the way. At Grimaldi Law Firm, we combine experienced legal counsel with advanced technology to ensure clear communication and a seamless client experience. Our team keeps clients informed and connected throughout the entire process with proactive updates and responsive support. Compensation details: 0 Yearly Salary PIe086f3e4c5-

Trust Officer At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Trust Officer Salary Range: $89,950 - $119,950+ annually Position Summary The Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence. The Trust Officer is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations. This position is an individual contributor role. Primary Accountabilities Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers. Conducts comprehensive needs assessment with current and potential customers and provides on-going advice and counsel tailored to clients financial goals. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Meets with clients to ascertain their needs; also works with clients families, beneficiaries, accountants, and/or attorneys. Proactively reaches out to high-value prospects and clients to market trust and investment management services. Cultivates business relationships with centers of influence to expand clientele. Manages documentation of all sales activities to establish a record for performance tracking, facilitating targeted analysis for future sales initiatives. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Maintains contact with existing clients, beneficiaries, and referral sources to identify and pursue additional sales opportunities. Identifies and refers business to other areas within the Bank as appropriate. Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities. Strictly adheres to compliance and operational risk controls in accordance with Bank and regulatory standards. Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts. Represents the Bank in community organizations and activities to enhance the Banks image. Provides quality service in meeting customer needs, inquiries and problems. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree, with advanced degree JD or MBA preferred. CFP (Certified Financial Planner) or JD. If not holding a JD then CTFA (Certified Trust and Fiduciary Advisor) certification, or CTFA pending with 20 years industry experience. 3-5 years experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and colleagues. High degree of accuracy with attention to detail required. Strong oral, written, and interpersonal communication skills. Strong organization and time management skills. Ability to work independently and as part of a team. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. Were proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence (AI) to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 50 Yearly Salary PI701eb2532a90-0153

At Weisinger Law Firm, we're committed to helping families navigate estate planning and probate with dignity and peace. As an Associate Attorney II , you'll be at the forefront of delivering exceptional legal services while building strong relationships with clients . This role is ideal for someone who excels at understanding client needs, guiding them from initial consultation through estate plan completion with complex matters, and ensuring they feel confident and supported throughout the process. You'll work closely with our dedicated team to manage and complete client matters efficiently , leveraging our advanced technology and case management tools to provide a seamless, professional experience. If you are motivated by fostering trust, caring for clients, and delivering results , we want you to join our mission of legacy, community, dignity, support, and education. Compensation: $105,000 - $125,000 yearly Responsibilities: Represent clients in Estate Planning, Probate, and related legal matters. Confident in presenting complex concepts in simple, relatable terms. Skilled at guiding clients through important decisions. Confidently manage your caseload with minimal supervision. Draft, review, and edit legal documents. Communicate with clients, attorneys, court staff, and paralegals with clarity and respect. Nurture strong client relationships and consistently generate new business opportunities for the firm. Participate in firm-wide growth through mentoring, lunch-and-learns, and community engagement. Attend networking and marketing events (some evenings/weekends). Comfortable working toward measurable performance goals. Qualifications: Minimum 3-4 years of experience in Estate Planning and Probate. Certification (or ability to obtain) to represent clients in Guardianship matters. On track for Board Certification, or an advanced degree (LLM) preferred. Comfortable with technology, case management software, and working within firmwide goals/metrics. About Company Join one of San Antonio's Best Places to Work and Fastest Growing Companies! Weisinger Law Firm strives to be the primary provider of Legal Services for Bexar County in Estate Planning and Probate. We believe every family can face each of these areas with dignity and peace. Our vision encompasses the following five areas: Legacy, Support, Education, Community, and Dignity. These values guide how we serve clients and each other. We are committed to being a thriving, healthy workplace where our team is supported, valued, and set up for long-term success and well-being. Our employees enjoy a robust benefits package, professional development opportunities, and a collaborative culture that rewards excellence and encourages growth. We believe that taking care of our team is essential to taking care of clients. Benefits 401(k) with 3.5 % match Health Insurance Employee Life Insurance Paid Time Off Continuing Education Budget Professional Coaching Opportunities Licensing Fees Paid By Firm Compensation details: 00 Yearly Salary PI642f8e8bb84a-5117

At Martino Law Group, LLC, you'll have the chance to truly build your practice, not just bill hours. As an Estate Planning & Probate Attorney, you'll manage and expand our estate planning and probate practice, working closely with an experienced paralegal and client success coordinator. We're all about empowering you to own client relationships, lead your own matters, and play a key role in shaping our practice as it scales. Our firm values outcomes over hours, offering you the autonomy and growth you're seeking, with a real path to advancement as we work toward our vision for 2028. Join a team where you're supported by a paralegal, client success coordinator, and robust firm-wide systems. You'll benefit from a steady stream of leads and referrals, plus the synergy with our family law, business law, real estate, and probate practices. We foster a collaborative and values-driven culture, with leadership development and mentorship at its core. Compensation is competitive, with on-target earnings ranging from $90,000 to $150,000+, including a base salary and opportunities for bonuses and profit-sharing. If you're ready to make a meaningful impact and grow with us, we'd love to talk. Compensation: $90,000 - $150,000+ OTE Responsibilities: You care as much about how the work is done as the work itself. You think like an owner, treat every matter as a problem to solve, and hold yourself to a standard higher than "good enough." You're energized by growth and comfortable with change, technology, and continuous learning. Responsibilities Include: A capable estate planning & probate attorney: confidently drafting and managing wills, trusts, and estate plans (Level I and Level II) and guiding families through probate and estate administration with clarity and compassion. WealthCounsel proficient: you know your way around WealthCounsel / Wealth Docx (or can get up to speed quickly). Familiarity with trust funding and MUPC probate practice is a strong plus. AI-forward: you're comfortable using AI and modern legal technology to work faster and better. We run on Clio, Lawmatics, Decision Vault, and AI-driven systems, and we're always improving them. A business builder: you bring a business mindset. Existing referral relationships or a partial book of business are a plus, not a requirement - mindset matters more than years. A confident presenter: you can host and speak at seminars and workshops (think Wine & Wills, community talks, and educational webinars) that build the practice and serve our community. A team leader: you'll manage and develop a paralegal and a Client Success Coordinator, setting clear expectations and following through. Always learning: you're coachable, curious, and committed to getting better every quarter. Qualifications: Experience in estate planning and probate law, with a focus on drafting and managing wills, trusts, and estate plans. Proficiency in WealthCounsel / Wealth Docx, or a willingness to quickly become proficient, is essential. Ability to leverage AI and modern legal technology, including Clio, Lawmatics, and Decision Vault, to enhance efficiency and service delivery. Proven track record of building and maintaining client relationships, with a business mindset that drives business growth. Strong presentation skills, capable of hosting seminars and workshops that engage and educate the community. Leadership experience in managing and developing team members, setting clear expectations, and ensuring follow-through. Commitment to continuous learning and professional development, with a coachable and curious attitude. About Company Established, growing firm with a steady, high-quality caseload - no chaos, no churn Attorneys who actually trust paralegals to own their work and contribute to strategy Modern tech stack - Clio, Decision Vault, Fathom, Microsoft 365, AI-assisted drafting tools - we invest in tools that make your day easier Collaborative team culture across our Melrose and Newburyport offices Real career growth - we promote from within and support continuing education Martino Law Group, LLC is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, pregnancy, or any other characteristic protected by federal or Massachusetts law. Compensation details: 00 Yearly Salary PIa0f1eedca5-

Our expanding law firm is looking for an experienced estate planning and elder law attorney. We require a highly analytical applicant with excellent negotiation and organizational abilities who is available to work full-time. You will prepare documents such as wills, trusts, and powers of attorney as our estate planning attorney. This role carries a great deal of responsibility and seeks to eliminate questions regarding how an estate should be managed. Our ideal candidate will have extensive estate planning knowledge, be a qualified attorney, and have excellent written communication abilities. Please apply if this describes you! Compensation: $95,000 - $125,000 Responsibilities: Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action Draft and file wills, trusts, and powers of attorney Attend court proceedings as needed to represent clients Advise clients regarding retirement plans, charitable giving, and insurance options Consult clients about your plans for distributing their assets Assist with Medicaid planning and long-term care planning Qualifications: Excellent communication skills, especially in highly stressful and emotional situations Undergraduate degree with a legal background and Juris Doctor degree required At least 1-2 years of working in a law firm on on estate planning and probate law issues is necessary Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation Active membership with the ABA (American Bar Association) About Company We are a South Florida Elder Law and Estate Planning firm dedicated to helping families feel supported, understood, and cared for during some of life's most important decisions. Every day, we help people protect what they have built, plan for the future with confidence, and take care of the people they love most. Our work is guided by positivity, attentive communication, initiative, dependability, and service-mindedness. These values shape how we treat clients and how we work together. We stay positive, communicate clearly, take initiative, follow through, and focus on serving others well. We believe great lawyering is about connection as much as knowledge. We listen, explain things simply, and help clients feel confident in their decisions. We also educate our community through seminars, webinars, workshops, and media, helping families understand their options early so they can plan with peace of mind. We are a warm, supportive team doing meaningful work that truly helps people. Compensation details: 00 Yearly Salary PIa8f264855c19-3752

We are a 30-year boutique law firm in Torrance, in the South Bay area of Los Angeles, with the primary practice areas of Probate, Will and Trust Estate litigation, and trust preparation. We are seeking a skilled and experienced paralegal to support our growing legal team. The ideal candidate for this position will use their work experience and organizational skills to prepare and maintain correspondence, legal documents, prepare legal pleadings, maintain discovery, and prepare legal research memoranda for attorneys. This role will provide high-level paralegal support during all phases of litigation, from commencement of a new action to the discovery period through trial and appeals as applicable. We work as a team, with collaborative work assignments to provide high-quality client service and work product for the benefit of clients. Please consider applying if you want to be a part of an invaluable position at a firm, enjoy learning, and love helping others. If you are a reliable individual who thrives in creating and maintaining an organized environment, we encourage you to apply for this position. This is an excellent opportunity for probate paralegals seeking to expand their careers who are interested in gaining fast-paced professional experience in a small South Bay firm. Compensation: $49,970 - $77,500 yearly Responsibilities: The Paralegal will be working in person and full-time Responsible for conducting legal research, preparing discovery requests and responses, Motions to Compel Discovery, as well as oppositions, preparing petitions and complaints, communicating with clients, drafting other legal documents, and other tasks as assigned Answering phones, obtaining necessary information from callers onto the Clio system, routing calls, and making call logs Maintain files on Clio and tangible files Use daily timekeeping records for yourself and attorneys A successful Paralegal will manage time wisely, have great writing and research skills, and will ask the attorneys questions when unsure about a task or other assignment The Paralegal will work closely with both attorneys and clients, will be able to handle sensitive information, and will be committed to providing exceptional legal services Contact outside sources to retrieve information and review and analyze same Search and retrieve information from court-related databases as well as other online sources for case information Organize materials needed for expert witness review Review, analyze, and organize document productions by opposing parties and co-defendants Summarize transcripts and organize key documents Prepare and organize materials needed for expert witness review Manage documents and maintain organized case files Handles all aspects of document preparation, including processing edits, generating redlines, PDF creation, conversions, and quality control of work product Seeks ways of being professional and responsive to clients, providing superior client service Utilizes applications like Excel and Adobe with proficiency to facilitate attorney's work Performs other related duties and special projects as assigned Assures that all completed projects adhere to accepted professional standards Demonstrates strong interpersonal, written, and verbal communication skills to facilitate effective work relationships with others Manages Firm resources responsibly Complies with and understands Firm operations, policies, and procedures Regular and reliable physical presence at work as part of a team Draft certain motions and pleadings Cite-check briefs and motions to ensure consistency with sources cited and proper citation style (ALWD citation style) Coordinate service of process Prepare and coordinate service of subpoenas, with Notice to Consumer. Prepare properly formatted templates of briefs, motions, and other filings compliant with the California rules. Proofread briefs, motions, and other filings prior to filing Assemble appendices and exhibits Coordinate printing and delivery of briefs, compliant Communicate with clerk's offices for the courts Electronically file briefs and other materials Organize exhibits, files, and all other supporting documents Each team member is expected to provide professional, efficient, and thoughtful support to the attorneys. Each team member should think critically and use common sense and problem-solving skills while maintaining a positive, professional attitude at work. In our work, we act as a cohesive team to reach common goals on the client's behalf Qualifications: Knowledge of relevant firm computer software programs (e.g., Word, Outlook, Excel, PowerPoint, Clio), with the ability to learn new software and operating systems Demonstrates effective interpersonal and communication skills, both verbally and in writing Demonstrates close attention to detail Ability to handle multiple projects and shifting priorities Ability to organize and prioritize work Ability to work well in a demanding and fast-paced environment Ability to work well independently, as well as effectively within a team Ability to synthesize information to prioritize and organize tasks Ability to work in-office five days per week Flexibility to adjust hours and work the hours necessary to meet operating and business needs Demonstrates a high level of professionalism Flexibility and willingness to perform a wide range of tasks extending beyond routine expectations Ability to handle sensitive matters and maintain confidentiality Excellent organizational skills Ability to work well with others, including clients Ability to work well under pressure and in a fast-paced environment Bachelor's degree with strong academic credentials; relevant work experience a plus. An ABA-approved paralegal certification. Excellent interpersonal and communication skills; professional manner for client interactions. Ability to take ownership of discrete projects and be able to work without direct supervision. Strong attention to detail and organization skills. Ability to work under pressure and to meet deadlines, both on own and as part of a team. Available to work overtime. Experience working in estate, probate, and/or litigation is preferred Typing speed of 65wpm+ About Company A Torrance office, Wickers, Wickers & Admans LLP proudly serves individuals and families throughout the South Bay, Los Angeles, and Orange County, providing counsel in estate planning, probate administration, and trust and estate litigation. We help clients protect family wealth, honor loved ones' wishes, and resolve inheritance disputes-often working proactively in an effort to prevent conflict before it arises. Benefits: We offer compensation based on experience. For full-time employees, we offer health, dental, and vision insurance (after 60 days). In addition, benefited employees receive firm-paid life insurance and 10 paid holidays. Full-time employees can also benefit from the 401(k) with matching contributions (after 6 months). Career Growth: Ample opportunities for professional development and advancement. Compensation details: 0 Yearly Salary PIe5-

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.