- Wells Fargo (San Francisco, CA)
- …tax strategies + Ability to read, interpret and explain will and trust documents, probate laws and tax provisions + JD, LLM, CFP or CTFA designations + Experience ... working with UHNW (Ultra High Net Worth) clients that have investable assets of $10MM **Job Expectations:** + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide… more
- Robert Half Legal (Los Altos, CA)
- …trust and estate matters. * Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions. * Manage court ... filings, eFilings, discovery processes, and service of legal documents. * Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds. * Create fiduciary reports and accountings to ensure… more
- Anywhere Real Estate (San Francisco, CA)
- …ability to research and interpret real estate documents, district court proceedings, probate cases and surveys. + The ability to communicate effectively with escrow ... staff, underwriting attorneys and members of the title department. + Attention to detail combined with analytical and problem-solving skills. + The ability to make insurability decisions, understand and translate title insurance guidelines. **Truly Remarkable… more
- Robert Half Legal (San Diego, CA)
- …on are often related to if an eminent domain or foreclosure goes awry ( probate issues, ADA violations, expenses of administration prioritized over deed of trusts, or ... spouses get divorced and partitioned actions are filed during foreclosure). This attorney will be looking at causes of action, negligence or torts, and be focused on motions: MSJs, motions to dismiss, IRAC motions, etc. There are not many depositions and… more
- Insight Global (Santa Ana, CA)
- …title report with curative requirements pertaining to complex issues such as probate , trust, judicial foreclosure, etc. * Experience utilizing title software's and ... system. * Extensive understanding of Metes and Bounds and Section Land is required (ie must be able to plot intricate metes and bounds descriptions either by hand and/or with the assistance of a program like net deed plotter) null We are a company committed to… more
- Insight Global (Santa Ana, CA)
- …report with curative requirements pertaining to complex issues such as probate , trust, judicial foreclosure, etc. Experience utilizing title software's and system. ... Extensive understanding of Metes and Bounds and Section Land is required (ie must be able to plot intricate metes and bounds descriptions either by hand and/or with the assistance of a program like net deed plotter) Experience with Data Trace Previous… more
- City National Bank (Irvine, CA)
- …with respect to trust investment management principles, California and/or Nevada probate code * Demonstrated strategic team player * Strong organizational skills ... * Anticipate needs and proactively seek solutions * The ability to work on multiple tasks/projects simultaneously is crucial in this position * Must be PC literate and be familiar with trust accounting systems * Microsoft Office (Word, Excel & PowerPoint)… more
- The County of Los Angeles (Los Angeles, CA)
- …the preparation of petitions for conservatorship and guardianship or petitions for probate and administration, and other court documents. Assists in making funeral ... arrangements according to burial instructions, provisions of the will, or departmental and court policy; and notifies relatives and other interested parties. Enters and retrieves information relating to the administration of conservatorships, guardianships, or… more