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Estate And Trust Jobs in San Francisco

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United States
Posted On Aug 16, 26
Full-time 73 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts

law firm specializing in estate planning, taxation, and business... The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing probate and trust administrations. - Counseling clients on... the most suitable estate plans or gifting strategies... tailored to their individu...

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Posted On Sep 03, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

nationally recognized team specializing in estate and tax planning, trust... administration, and handling complex estate matters. The responsibilities include:... - Assisting individuals and families with sophisticated estate and tax planning techniques.... - Creating and administering family offices. - Administering, decanting,...

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Posted On Jul 26, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Corporate - General Real Estate - General Probate Trusts and Estates - General
Job Tags:
civil litigation Litigation Probate real estate litigation
Practice Area:
Corporate - General Real Estate - General Probate Trusts and Estates - General
Job Tags:
civil litigation Litigation Probate real estate litigation

Title: Civil Litigation Paralegal Job Responsibilities: - Manage litigation files efficiently and ensure cases move forward in a timely manner. - Serve as a trusted resource for attorneys throughout the litigation process. - Produce high-quality work with attention to detail. - Solve problems proactively and...

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Posted On Aug 05, 26
Full-time 22 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates Insurance Litigation Probate trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates Insurance Litigation Probate trusts

experience in the field of Trusts & Estates. These responsibilities include: - Performing legal research to support case work. - Preparing trust accountings for client estates. -... Engaging in the preliminary drafting of trusts and memos to ensure accurate documentation. - Drafting various legal...

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Posted On Aug 16, 26
Full-time 63 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements conveyance documents deeds of trust Estate Planning estates Partnership Probate Software Taxation trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements conveyance documents deeds of trust Estate Planning estates Partnership Probate Software Taxation trusts

for its specialization in estate planning, taxation, and business... transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal services. This...

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Posted On Jul 08, 26
Full-time 12 views Experience : 3-4 yrs required
Practice Area:
Tax - M&A and Transactions Real Estate - Tax
Job Tags:
acquisitions Capital Markets divestitures fund formation Joint Ventures mergers partnerships private equity trusts
Practice Area:
Tax - M&A and Transactions Real Estate - Tax
Job Tags:
acquisitions Capital Markets divestitures fund formation Joint Ventures mergers partnerships private equity trusts

Title: Tax - Mid-Level Associate Job Responsibilities: The associate will be part of the Tax practice and is expected to handle various responsibilities including: - Providing expert legal advice on a wide range of tax matters. - Working closely with the...

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Posted On Jul 02, 26
Full-time 3 views Experience : 2-5 yrs required
Practice Area:
Family Law - General Probate
Job Tags:
civil procedure depositions document review estates family Family Law Insurance Litigation pleadings Probate probate litigation Software spouse trusts
Practice Area:
Family Law - General Probate
Job Tags:
civil procedure depositions document review estates family Family Law Insurance Litigation pleadings Probate probate litigation Software spouse trusts

Title: Litigation Paralegal Job Responsibilities: - Case Management: The paralegal will be responsible for managing case files, tracking crucial deadlines, and coordinating attorney calendars for hearings, depositions, and mediations. This involves taking ownership of case files from inception through resolution and working...

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Posted On Aug 12, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
deeds of trust Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax Government Harassment Immigration limited liability companies Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
deeds of trust Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax Government Harassment Immigration limited liability companies Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts

Job Title: Senior Trust & Estates Paralegal Job Responsibilities: -... substantial portions of complex estate and trust administrations. - Prepare... asset inventories... and coordination of federal estate and gift tax returns,... including gathering information, preparing schedules and exhibits, tracking valuations, and coordinating with...

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Posted On Aug 12, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
deeds of trust Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax Government Harassment Immigration limited liability companies Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
deeds of trust Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax Government Harassment Immigration limited liability companies Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts

centered around trust and estate administration, with additional support... for real estate, entity, and nonprofit matters.... substantial portions of complex estate and trust administrations. - Preparing... asset inventories and assisting with valuation, retitling, and distribution of assets. - Assisting with the preparation...

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Posted On Aug 17, 26
Contract, Full-time 2 views Experience : 3-6 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Conservatorship fiduciary Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Conservatorship fiduciary Probate

Job Title: Probate and Trust Administration Attorney Job Responsibilities: - Manage... probate and trust administration processes, which include... to trustees regarding their fiduciary duties and ensure compliance with the California Probate Code. - Utilize summary procedures such as Small Estate Affidavits and Sp...

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Posted On Aug 18, 26
Full-time Experience : 2-8 yrs required
Practice Area:
Real Estate - Finance Real Estate- Commercial Transactions Real Estate - General
Job Tags:
acquisitions commercial real estate developers finance Joint Ventures pension REITs spectrum
Practice Area:
Real Estate - Finance Real Estate- Commercial Transactions Real Estate - General
Job Tags:
acquisitions commercial real estate developers finance Joint Ventures pension REITs spectrum

Job Title: Real Estate Associate - San Francisco Job... Responsibilities: The Real Estate Associate will be responsible... wide array of real estate transactions. The primary duties... and dispositions of real estate properties. - Structuring and negotiating... complex real estate joint ventures. - Executing lender-side......

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Posted On Aug 18, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning family Insurance partnerships Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning family Insurance partnerships Taxation trusts wealth management wealth transfer Wills

firm is a boutique estate planning law firm dedicated... are seeking an experienced Estate Planning Attorney to join... our team. This is an opportunity for a seasoned practitioner to take on a substantive, client-facing role within a firm that values...

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Posted On Aug 27, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate Planning estates family fiduciary Financial Institutions HIPAA pleadings Probate Software title trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate Planning estates family fiduciary Financial Institutions HIPAA pleadings Probate Software title trusts Wills

which includes drafting, research, factual analysis, and workflow management. The role requires strong analytical skills, attention to detail, and the ability to manage complex tasks and deadlines across multiple matters. Key responsibilities include: - Document Preparation & Drafting: Draft estate p...

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Posted On Sep 01, 26
Full-time Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family private client trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family private client trusts wealth transfer

contact and acting as a key liaison between clients, their advisors, and the senior supervising partner. - Draft complex estate plans, charitable gift agreements,... and trust structures tailored to sophisticated... client needs. - Structure and implement strategic wealth transfer technique...

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Posted On Sep 03, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Finance Real Estate - General
Job Tags:
acquisitions agreements closing documents commercial real estate equity Joint Ventures private equity purchase and sale agreements real estate finance title zoning
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Finance Real Estate - General
Job Tags:
acquisitions agreements closing documents commercial real estate equity Joint Ventures private equity purchase and sale agreements real estate finance title zoning

Title: Founding Commercial Real Estate Attorney Job Responsibilities: - Lead commercial... real estate acquisitions and dispositions from... initial structuring through closing. - Draft and negotiate purchase and sale agreements, closing documents, and related transaction agreements. - Oversee title, survey, zoning, environmental, and other property-level...

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Posted On Sep 10, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate and Trust Estate Planning private client Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate and Trust Estate Planning private client Wills

Department Job Responsibilities: - Engage in estate planning, tax planning, and... transactional practices. - Handle high-net-worth estate and tax planning. - Manage... estate and trust administration processes. -... Draft wills and trust agreements. - Demonstrate excellent drafting,... writing, and analytical skills. - Ensure accuracy and a strong...

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Trusts and Estates Associate

Recruiter • **Members Only** San Francisco, CA

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Posted On Sep 07, 26
Full-time Experience : 4-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

role offers an exceptional opportunity for an experienced attorney with a strong background in estate planning, wealth transfer strategies,... and post-death trust and estate administration to work with... high-net-worth individuals, private foundations, and family clients on multi-generational wealth planning...

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