Trust & Estates Attorney Job at Robert Half (Walnut Creek)

Trust and Estate / Estate and Tax Paralegal

We are looking for an experienced Trust and Estate / Estate and Tax Paralegal to...

Location

United States , King of Prussia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in Paralegal duties and responsibilities
Extensive knowledge of Federal Tax Return procedures
Ability to handle Trust Tax Returns efficiently
Experience with Income Tax Return preparation
Expertise in Estate Tax Return procedures
Understanding of Gift tax laws and regulations
Familiarity with Trusts and Estates management
Competence in handling Trust tax matters
Specialization in Tax - Fiduciary - Trust & Estate matters
Experience in Estate Planning procedures

Job Responsibility

Prepare and manage Federal Estate Tax Returns, PA Inheritance Tax Returns, and fiduciary accounts for estates
Engage with clients to build and maintain long-term relationships, offering advice on probate, estate, and trust administration matters
Oversee the preparation, filing, and management of all necessary legal documents, including probate and trust administration paperwork
Ensure tax filings are in compliance with the laws
Contribute significantly to client services and operations
Work collaboratively with the team on high-profile matters within the trusts, estates, and tax fields
Utilize your skills in EstateWorks, ProSystem, and iManage (or similar legal software)
Handle client queries effectively and interact professionally with attorneys

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Trust Litigation Attorney

As a Trust Litigation Attorney, you will be handling a wide range of trust and e...

Location

United States , Napa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

California licensed attorney with a J.D. degree from an accredited law school
Minimum of 5 years of experience in trust and estate litigation
Familiarity with litigation procedures and legal terminology
Strong research, analytical and problem solving skills
Excellent written and verbal communication skills

Job Responsibility

Represent clients in court or before government agencies
Prepare and draft legal documents on behalf of clients
Advise clients on business and legal issues
Negotiate settlements for legal disputes
Comply with all legal standards and regulations
Communicate effectively with clients, colleagues and opposing counsel

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Trust Litigation Attorney

Established boutique law firm is seeking a midlevel to senior trust litigation a...

Location

United States , Roseville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

California licensed attorney with a J.D. degree from an accredited law school
Minimum of 5 years of experience in trust and estate litigation
Familiarity with litigation procedures and legal terminology
Strong research, analytical and problem solving skills
Excellent written and verbal communication skills

Job Responsibility

Represent clients in court or before government agencies
Prepare and draft legal documents on behalf of clients
Advise clients on business and legal issues
Negotiate settlements for legal disputes
Comply with all legal standards and regulations
Communicate effectively with clients, colleagues and opposing counsel

What we offer

Low billable requirement
Congenial work atmosphere
Established bonus structure
Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Estate Planning Attorney

A respected and established Napa law firm is seeking a Midlevel Estate Planning ...

Location

United States , Napa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Juris Doctor (JD) degree from an accredited law school
Active bar membership and in good standing
4+ years of estate planning and trust administration experience in a law firm
Experience with preparing estate planning documents, probate, and trust administration required
Strong knowledge of state and federal estate, trust, and tax laws
Excellent analytical, drafting, and interpersonal skills
Ability to manage multiple priorities and clients effectively

Job Responsibility

Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents
Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas
Represent clients in probate and trust administration proceedings
Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies
Stay current on developments in estate and tax law to ensure best practices and client service
Participate in firm business development and client relationship management efforts as needed

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
eligibility for 401(k) plan enrollment

Estate Settlement Attorney

Robert Half Legal Permanent Placement is seeking a highly skilled Trusts & Estat...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Paralegal or JD candidates encouraged to apply
Minimum of 5+ years of estate settlement experience
Expertise in probate, tax legislation, and trust administration
Familiarity with estate tax return preparation and related software tools.

Job Responsibility

Prepare federal and state estate or inheritance tax returns and gift tax returns in compliance with relevant regulations
Generate estate tax projections and analyze planning documents for tax-related insights
Manage probate accounting activities, working with attorneys and probate court personnel to ensure compliance and submission of documentation
Collaborate with outside counsel on legal matters, including identifying and mitigating legal and tax risks
Provide exceptional client service through clear communication of complex estate planning and tax concepts
Proactively address trustees’ needs, offering guidance on settlement timetables and processes
Maintain tracking systems and project timelines to ensure efficient completion of estate settlement activities
Manage multiple concurrent projects and prioritize tasks effectively
Work closely with internal teams, including fiduciary services and investment professionals
Uphold high-quality service standards while adhering to established processes.

What we offer

Medical insurance
Vision insurance
Dental insurance
Life and disability insurance
Access to company 401(k) plan
Free online training.

Fulltime

Trust & Estate Attorney/Lawyer

We are offering an opportunity for a Trust & Estate Attorney/Lawyer to join our ...

Location

United States , Hamilton, New Jersey

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in 3M
Familiarity with Case Management Software
Proficiency in Legal Software
Expertise in LexisNexis
Strong understanding of Management System
Ability to handle Briefing tasks
Experience in Civil Litigation
Adept at Claim Administration
Proficiency in Complaint Handling
Strong Documentation skills

Job Responsibility

Work with families of people under guardianship, providing them with legal support and advice
Utilize 3M, Case Management Software, and other legal tools to handle cases efficiently and effectively
Research and analyze complex legal issues using LexisNexis and other legal research platforms
Manage legal documentation and correspondence in a strict and confidential manner
Administer claims, handle complaints, and conduct civil litigation tasks
Brief the team and stakeholders on case progress, legal risks, and other related issues
Maintain an updated and efficient management system to monitor customer accounts and take appropriate actions when necessary
Adhere to all local and national legal standards and regulations

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Trust & Estates Paralegal

McCarter & English, LLP is seeking a Trust & Estates Paralegal to be based in ou...

Location

United States , Newark

Salary:

50000.00 - 110000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Bachelor’s degree or certificate in paralegal studies program required
Previous estate planning and administration experience preferred
New Jersey Notary Public preferred (New York Notary Public a plus)
Ability to interact on a friendly, knowledgeable basis with clients and outside advisors
Good communication and teamwork skills
Coordinate with vendors as needed, manage software updates with the firm’s IT department
Coordinate logistics and assist attorneys during client meetings and document executions
Maintain attorney calendars
Perform legal, factual and internet research
Perform records research

Job Responsibility

Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review
Assist in updates to beneficiary designations to coordinate with new estate planning documents
Organize paper and electronic estate planning files
Work closely with attorneys and assistants in docketing and final presentation of documents to clients
Maintain list of gift tax returns required on an ongoing basis
Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review
Monitor deadlines in connection with numerous estates
Work with clients to assemble information needed for probate or administration
Maintain organized paper and electronic files on a current basis
Prepare documents needed to commence the probate / administration process

What we offer

Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution
Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
Free and confidential employee assistance program (EAP) and behavioral health services program
Firm-paid back-up child/elder care, academic support and pet care program
Tax-advantaged college savings 529 Plan
Employee discounts through Working Advantage
Eligibility for discretionary bonus

Fulltime

Estate Planning Attorney

Seeking Attorney with estate planning experience to join a law firm in Greensbor...

Location

United States , Greensboro

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must be a licensed attorney with active bar membership in the state
Demonstrated expertise in estate law, including wills and trusts
Proficiency in probate and estate administration processes
Experience in advising clients on wealth preservation and succession planning
Strong knowledge of probate litigation and related legal procedures
Excellent communication and interpersonal skills to work effectively with clients
Ability to conduct thorough legal research and draft precise legal documents
Relevant experience in estate and probate law

Job Responsibility

Develop customized estate planning strategies, including wills and trusts, to meet the unique needs of clients
Advise clients on business succession planning and wealth preservation techniques
Represent clients in probate proceedings, ensuring efficient administration of estates
Provide guidance on estate administration processes, including the distribution of assets and resolution of disputes
Collaborate with individuals and families to create comprehensive plans for managing private wealth
Conduct legal research and stay informed about changes in estate and probate law
Draft and review legal documents related to estate planning and administration
Offer legal counsel to clients regarding tax implications and financial strategies tied to their estate plans
Work closely with clients to address concerns and provide clear explanations of legal procedures
Maintain strong client relationships and deliver exceptional service in all legal matters

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training
competitive compensation

Fulltime

Trust & Estates Attorney

Robert Half

Location:
United States , Walnut Creek

Category:
Legal

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 07, 2026

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

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Job Posted:
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