- US Bank (Palm Beach, FL)
- …what you excel at-all from Day One. **Job Description** Reviews and interprets trust agreements, wills and other estate planning documents where the bank is acting ... or equivalent work experience - Eight or more years of personal trust and/or estate planning experience Preferred Skills/Experience - Advanced knowledge of estate… more
- Wells Fargo (Winston Salem, NC)
- …strategies including tax strategies + Ability to read, interpret and explain will and trust documents, probate laws, and tax provisions + Experience in wealth ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,… more
- Providence (Tarzana, CA)
- …of law, accounting, or financial planning preferred, with strong knowledge in taxation, trust and estates, probate , corporations, contracts, and real estate. + ... gifts and requests. + **Estate Tracking:** Track estate gifts from probate to completion. + **Cross-Department Collaboration:** Work closely with Foundation staff… more