Estate Planning Paralegal is the liaison between clients and the financial advisor in all things estate planning... in estate planning or a related field Certification from an accredited paralegal program is preferred Bilingual in English...
of attorney, and other estate planning instruments. Drafting corporate entity documents for LLCs and LPs, etc.; both in the... with and ability to handle US estate planning, trusts, POAs, and other related documents. Managed and organized client files, ensuring...
support to Trust and Estate attorneys and paralegals. Maintain communication with paralegal and attorney on all matters... plays a crucial role in supporting the International Wealth and Asset Planning practice group and boosting attorney...
necessary documents and information for probate administration and estate planning Prepare estate planning documents, including... with clients, beneficiaries, and other parties involved in probate administration and estate planning matters Manage multiple...