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Estate And Trust Jobs in Dana Point

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United States
Posted On Sep 21, 26
Full-time 27 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates

Law Firm Seeking Experienced Trust and Estates Paralegal in... Job Title: - Experienced Trust and Estates Paralegal ... Information: - Must have experience or genuine desire to learn drafting estate planning documents and managing... trust administration matters - Previous... exper...

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Posted On Jul 13, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - General Family Law - General Probate
Job Tags:
civil litigation criminal Employment Law Family Law Litigation Probate Unfair Competition
Practice Area:
Corporate - General Family Law - General Probate
Job Tags:
civil litigation criminal Employment Law Family Law Litigation Probate Unfair Competition

litigation, which includes employment law, contract actions, unfair competition, and real estate. However, the role will... also encompass various other areas of law, requiring the attorney to quickly learn and adapt to new legal challenges. The attorney will be expe...

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Posted On Jul 23, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance trusts

in-person signing ceremonies. - Notarize estate planning documents as a... commissioned California notary. - Record and file deeds with the appropriate county offices. - Draft and send professional client communications, including follow-up correspondence. - Scan, organize, and maintain client document files. - Manage client lists...

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Posted On Sep 03, 26
Full-time 6 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Manager - Tax & Estate Planning - Remote Eligible Job... and consult on the estate planning process, focusing on... income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Provide tax planning and...

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Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Manager - Tax and Estate Planning Duties: The candidate... and consulting on the estate planning process to create... of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.... Providing tax planning and...

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Posted On Jul 22, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Probate
Job Tags:
depositions general liability Insurance Litigation Probate probate litigation
Practice Area:
Probate
Job Tags:
depositions general liability Insurance Litigation Probate probate litigation

Title: Junior Litigation Associate Job Responsibilities: - Draft and respond to written discovery across civil and probate matters under partner and senior attorney supervision. - Assist with deposition preparation, including research, exhibit organization, and outlines, and observe and support depositions as you develop...

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Posted On Jul 20, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense Litigation - Commercial
Job Tags:
appeals Breach of Contract civil litigation corporate governance depositions general liability insurance defense Litigation Probate probate litigation professional liability
Practice Area:
Litigation - Trusts & Estates - Defense Litigation - Commercial
Job Tags:
appeals Breach of Contract civil litigation corporate governance depositions general liability insurance defense Litigation Probate probate litigation professional liability

portions of cases while collaborating with senior attorneys. The role involves handling various aspects of civil litigation, including general liability defense, professional liability and fee disputes, breach of contract, business torts, corporate governance, and collections. In probate and trust litigatio...

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Posted On Jul 23, 26
Full-time 1 views
Practice Area:
Litigation - General (consumer)
Job Tags:
Case Law civil litigation creditors Family Law Litigation pleadings Probate probate litigation Software
Practice Area:
Litigation - General (consumer)
Job Tags:
Case Law civil litigation creditors Family Law Litigation pleadings Probate probate litigation Software

areas of Probate and Trust Litigation at the law... firm. The responsibilities include: - Probate Litigation & Administration: - Document Preparation: The Paralegal will draft and file probate judicial council forms, petitions, inventories, will contests, and accountings. - Discovery: The role...

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Posted On Aug 24, 26
Full-time 1 views Experience : 8-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

Job Title: Estate Planning Attorney Job Responsibilities: - Engage... goals and needs in estate planning. - Develop and recommend... comprehensive estate planning strategies tailored to... legal documents related to estate planning, ensuring accuracy and... families through the decision-making process regarding estate planning, help...

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Posted On Sep 02, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Government - General Litigation - Real Estate - Defense Estate & Tax Planning Probate Trusts and Estates - General Workers\' Compensation Law - General
Job Tags:
Consumer Law Estate Planning Government health insurance Insurance Litigation trusts Wills
Practice Area:
Government - General Litigation - Real Estate - Defense Estate & Tax Planning Probate Trusts and Estates - General Workers\' Compensation Law - General
Job Tags:
Consumer Law Estate Planning Government health insurance Insurance Litigation trusts Wills

Title: Licensed CA Attorney Job Responsibilities: The law firm is seeking licensed California attorneys for a non-litigation, non-traditional position. The role offers flexibility in terms of hours and can be either full-time or part-time. The responsibilities include providing legal expertise in various...

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Posted On Sep 15, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Corporate - Contract Law Family Law - General Litigation - Real Estate - Defense Trusts and Estates - General
Job Tags:
abuse agreements Breach of Contract contracts criminal depositions easements Estate Planning estates family Family Law lease Litigation Partnership pleadings Probate title trusts
Practice Area:
Corporate - Contract Law Family Law - General Litigation - Real Estate - Defense Trusts and Estates - General
Job Tags:
abuse agreements Breach of Contract contracts criminal depositions easements Estate Planning estates family Family Law lease Litigation Partnership pleadings Probate title trusts

real property title and estate planning, contract disputes, other... real estate matters, and surrogacy law. -... Work directly with the firm's principal on matters from intake through resolution. - Manage case strategy, briefing, discovery, and make court appearances. - Manage a caseload in...

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Posted On Jul 30, 26
Full-time 8 views
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
Conservatorship depositions evidence family Insurance Litigation Probate trials
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
Conservatorship depositions evidence family Insurance Litigation Probate trials

Associate Attorney Firm: Law firm Culture: “America First Patriots” Compensation: Starting $155,000 Location: Office in Irvine, CA (No Remote) Minimum Qualifications: California State Bar License Job Responsibilities: - Work closely with firm members and clients (in writing, in person, and by telephone) to determine and modify client...

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Posted On Aug 30, 26
Full-time 9 views
Practice Area:
Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - General Real Estate - Leasing Real Estate - Development/ Dirt law
Job Tags:
acquisitions Americans with Disabilities Act Capital Markets commercial real estate construction developers due diligence equity Harassment Insurance insurance coverage lease leasing Litigation M&A private equity purchase and sale agreements REITs title Women zoning
Practice Area:
Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - General Real Estate - Leasing Real Estate - Development/ Dirt law
Job Tags:
acquisitions Americans with Disabilities Act Capital Markets commercial real estate construction developers due diligence equity Harassment Insurance insurance coverage lease leasing Litigation M&A private equity purchase and sale agreements REITs title Women zoning

Title: Mid-Level Commercial Real Estate Associate – US Job Responsibilities:... a Mid-Level Commercial Real Estate Associate, the candidate will... spectrum of commercial real estate issues. Responsibilities include: -... Structuring and executing acquisitions, dispositions, and financings across various asset classes such as...

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Posted On Aug 20, 26
Contract, Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family HIPAA inheritance Living Trusts Probate Software title Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family HIPAA inheritance Living Trusts Probate Software title Wills

Job Title: Estate Planning Senior Paralegal Job Responsibilities: The... Estate Planning Senior Paralegal is... The role demands exceptional ownership, accuracy, follow-through, and client communication skills. Key responsibilities include: - Managing estate planning files from onboarding... through drafting, attorney review, signing, funding, and clo...

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Posted On Sep 01, 26
Full-time 3 views Experience : 1-3 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
depositions Estate Planning estates health insurance Litigation Probate title trusts trusts and estates litigation
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
depositions Estate Planning estates health insurance Litigation Probate title trusts trusts and estates litigation

law firm specializing in estate planning, trusts, probate, and... conservatorships, including both administration and litigation. The mission is to provide comprehensive legal solutions tailored to meet the individual needs of clients, ensuring their assets are protected and their wishes are...

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Posted On Aug 20, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Formation Business Law Estate Planning health insurance Intellectual Property Trademark trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Formation Business Law Estate Planning health insurance Intellectual Property Trademark trusts Wills

Job Title: Paralegal - Estate Planning (Wills & Trusts) Job... Responsibilities: - Drafting of estate planning documents such as... organizing client intake and estate planning questionnaires to facilitate... smooth client processing. - Coordinating document execution, ensuring compliance with notarization and witness requirements. - Maintaining...

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Posted On Sep 04, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Americans with Disabilities Act commercial litigation Estate Planning family Financial Institutions FLSA Practice of Law Probate real estate litigation Software
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Americans with Disabilities Act commercial litigation Estate Planning family Financial Institutions FLSA Practice of Law Probate real estate litigation Software

- Probate, Trust & Estate Practice Job Responsibilities: - Serve as... the primary point of contact for the practice, managing all incoming phone calls with professionalism and discretion. - Build and maintain direct, ongoing relationships with clients, ensuring they feel informed and valued. -...

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Posted On Sep 22, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in the Private Tax sector, the primary responsibilities include delivering personal and private tax advice and compliance support to business owners, business-owning...

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Posted On Sep 10, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning Probate Profit Sharing Software
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning Probate Profit Sharing Software

administrative tasks related to estate planning, trust, and probate... administration. This includes document preparation and helping manage case files. - The Warm Welcome: Greet clients upon arrival with a genuine smile and exceptional hospitality, setting the tone for a positive client...

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Posted On Aug 08, 26
Full-time 16 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

law firm seeks a Trust and Estates Attorney with... over five years of estate planning experience to join... design and implement comprehensive estate and review estate... planning documents, including trusts,... with probate and trust administration Form 706... estate tax ret...

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