<p>A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in comprehensive financial planning and wealth management, with a niche focus on serving high-net-worth professionals. The team is known for its collaborative culture, deep expertise, and nationwide client base.</p><p><br></p><p><br></p><p>Responsibilities:</p><p>• Analyze and interpret complex estate planning documents to ensure accuracy and alignment with legal standards.</p><p>• Develop estate plans that align with clients' personal and financial objectives.</p><p>• Conduct thorough legal research on trusts, estates, and related topics to support client strategies.</p><p>• Partner with financial advisors to deliver integrated and effective planning solutions.</p><p>• Communicate with clients and their representatives to address legal inquiries and provide guidance.</p><p>• Draft and review legal documents with precision and attention to detail.</p><p>• Manage multiple cases simultaneously while maintaining high levels of accuracy and efficiency.</p>
We are looking for a detail-oriented Estate Administrative Assistant to join our legal team in Allentown, Pennsylvania. In this role, you will provide essential support for estate and trust administration processes, ensuring smooth operations and excellent client service. The ideal candidate will thrive in a fast-paced environment and demonstrate strong organizational and communication skills.<br><br>Responsibilities:<br>• Prepare, revise, and format legal documents and correspondence related to estates and trusts.<br>• Maintain accurate client files and records, ensuring all information is up-to-date and organized.<br>• Monitor deadlines and manage calendars for attorneys and paralegals to ensure timely completion of tasks.<br>• Handle billing processes, including time entry and tracking expenses.<br>• Facilitate communication with clients, courts, and financial institutions to address inquiries and resolve issues.<br>• Assist with estate and trust administration tasks, including gathering necessary documents and conducting follow-ups.
