- Robert Half Legal (Irvine, CA)
- Description An established Orange County law firm specializing in trusts & estates and family law is seeking a Litigation Attorney to join their team. This ... with a steady flow of sophisticated matters in both trusts / estates and family law. Position Highlights: +...and managing discovery. * Expertise in family law and trust and estates , with the ability to… more
- The County of Los Angeles (Los Angeles, CA)
- …investigations, training, case auditing, casework administration including management of estates , assets, trusts , associated fiduciary responsibilities, and ... conservatorship cases such as Person Only or Person and Estate with public assistance as only source of income...public conservatorship or guardianship. Learns to investigate and manage trusts including the review of trust documentation… more
- Robert Half Legal (Los Angeles, CA)
- …[dot] Graham [at] RobertHalf [dot] [com] Requirements + 5+ years of estate planning, probate administration or trust administration experience + bachelor's ... Description International Law Firm seeks Trusts & Probate Paralegal Am Law firm in...to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with… more
- Robert Half Legal (Westwood, CA)
- Description Robert Half Legal is partnering with a boutique Trusts and Estates law firm located in Westwood in their search for a skilled Probate Paralegal. This ... Manage communication with clients, courts, and other parties on estate matters. + Draft correspondence, legal forms, and other...Draft correspondence, legal forms, and other documentation related to trusts and estates matters. + Maintain and… more
- Robert Half Legal (Roseville, CA)
- Description Reputable estate planning firm is seeking an experienced trust administration paralegal to join their team. This position is full-time in the office ... preparation and drafting of various legal documents related to estate planning * Coordinate and manage the probate and... planning * Coordinate and manage the probate and estate administration process * Perform legal research and analysis… more
- Robert Half Legal (Sacramento, CA)
- …Innovative candidates with an interest in the legal field might thrive in this Trusts and Estates Paralegal position. If you are highly organized and efficient, ... - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and analytical skills - Strong… more
- Bank of America (San Francisco, CA)
- …+ 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly… more
- Columbia Bank (Walnut Creek, CA)
- …experience in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax ... Trust Market Manager Wealth Management South Jordan, Utah...in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication… more
- Robert Half Legal (Los Angeles, CA)
- …on probate matters is seeking an attorney with 1+ years of experience in probate, trust administration, or estate planning. This role can be hybrid or 100% ... in court on routine hearings, and prepare legal documents tied to estate and trust administration. Why This Role Stands Out: + Remote flexibility (must reside… more
- JPMorgan Chase (Los Angeles, CA)
- …planning, including asset and liability management, asset allocation, diversification, basic trusts & estates , basic individual tax rules (both transfer ... serve their needs + Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk… more