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Estate Planning Jobs in Anaheim

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United States
Posted On Jun 26, 26
Full-time 5 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions health insurance Probate Profit Sharing Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions health insurance Probate Profit Sharing Software trusts Wills

to completion, which includes gathering assets, coordinating with financial institutions, preparing accountings, and drafting distribution documents. - Support probate matters by handling petitions, court filings, creditor correspondence, final petitions, and related tasks. - Prepare and review estate planning documents such as... trus...

Posted On Sep 03, 26
Full-time 3 views Experience : 8-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

analysis and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters... for individuals and families with global holdings and activities. -...

Posted On Sep 03, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts

Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise. - Oversee tax planning and compliance functions for... ultra-high net worth individuals and their families, with a focus on clients in the financial se...

Posted On Sep 21, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management

Job Title: Estate Planning & Corporate Attorney Job... Responsibilities: - Estate Planning: Advise on moderate... to advanced estate, trust, gift, and income... tax planning strategies, including wealth-transfer structuring,... business succession planning, and tax-efficient entity structuring.... Draft and structure revocable living trusts, irrevocable...

Posted On Sep 09, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning Probate trusts Wills

Administration, Trust Administration, and Estate Planning Services. Our mission... is to deliver stress-free legal solutions while our clients are going through a difficult time, ensuring our clients receive the highest quality of service. Summary As an Attorney at law firm, you will...

Posted On Sep 02, 26
Full-time 2 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning pleadings Probate

the firm's Probate and Estate Planning operations. Key responsibilities... The paralegal will draft, review, and file necessary legal documents pertinent to probate and estate planning cases. - Updating client... files: Ensuring all client information and case files are current and acc...

Posted On Aug 23, 26
Full-time 4 views Experience : 10-10 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
board of directors H-1B Immigration Insurance insurance defense lease Litigation pension renewals trials Visa
Practice Area:
Insurance Defense - General
Job Tags:
board of directors H-1B Immigration Insurance insurance defense lease Litigation pension renewals trials Visa

Title: Executive Director, Managing Attorney Job Responsibilities: - Manage a team of Directors, Trial Attorneys, and Legal Assistants within a specified state/region. - Identify and implement procedures to enhance productivity and ensure compliance, mitigation, and management of legal risks. - Implement operational metrics, training...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain... strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer ......

Posted On Sep 15, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain... strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth...

Posted On Sep 14, 26
Full-time 2 views
Practice Area:
Litigation - Commercial Real Estate - Foreclosure (Litigation) Real Estate - General
Job Tags:
Bankruptcy civil litigation civil procedure commercial litigation creditors default services depositions evidence Foreclosure Government Litigation pleadings second chair upstream Visa
Practice Area:
Litigation - Commercial Real Estate - Foreclosure (Litigation) Real Estate - General
Job Tags:
Bankruptcy civil litigation civil procedure commercial litigation creditors default services depositions evidence Foreclosure Government Litigation pleadings second chair upstream Visa

Title: Managing Trial Attorney Job Responsibilities: - Carry a designated caseload of litigated matters set for trial in Florida state and federal courts. - Review each matter at assignment, including pleadings, discovery, motion practice, testimony, evidence, rulings, controlling law, and strategy to date,...

Posted On Jul 02, 26
Full-time 2 views
Practice Area:
General Practice - Transactional & Litigation
Job Tags:
agreements contracts Environmental Law Estate Planning evidence Family Law Litigation Patent Personal Injury Law pleadings spectrum
Practice Area:
General Practice - Transactional & Litigation
Job Tags:
agreements contracts Environmental Law Estate Planning evidence Family Law Litigation Patent Personal Injury Law pleadings spectrum

are seeking a dynamic and versatile attorney to join our legal team in the area. This role offers an exciting opportunity to work across a broad spectrum of legal disciplines, providing essential counsel and support to our organization. The ideal...

Posted On Sep 03, 26
Full-time 5 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 consulting on the estate planning process to create... income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Providing tax planning and......

Posted On May 26, 26
Full-time 7 views Experience : 10-15 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer

Job Title: Estate Attorney Job Responsibilities: - Advise high-net-worth... family offices on comprehensive estate planning strategies, including wealth... transfer, tax planning, and asset protection. - Design... and implement sophisticated estate plans, including trusts, business... succession structures, and generational planning strategies. - Manage and maintain... planning...

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......

Posted On Jul 20, 26
Full-time 5 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning fiduciary health insurance Insurance pleadings Probate Software trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning fiduciary health insurance Insurance pleadings Probate Software trusts

coordinating with investment advisors, and preparing trust accountings - Assist with estate planning, including drafting estate... planning documents and maintaining... client files - Prepare legal documents and correspondence, including drafting pleadings, motions, and discovery requests - Assist with legal research and analysis - Commu...

Posted On Jul 20, 26
Full-time 10 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse civil litigation Conservatorship depositions Estate and Trust Estate Planning evidence fiduciary health insurance Insurance Litigation Probate Transportation
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse civil litigation Conservatorship depositions Estate and Trust Estate Planning evidence fiduciary health insurance Insurance Litigation Probate Transportation

court appearances, hold depositions, and manage discovery processes. - Work independently and proactively regarding court and client deadlines. - Assist with Probate, Estate Planning, Conservatorship, and Trust... Administration. - Collaborate with firm members and clients to determine and adjust client goals, gather eviden...

Posted On Jul 31, 26
Full-time 3 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Software trusts Wills

in the areas of Estate Planning and Trust Administration.... Your primary duties will include: - Answering phones and managing intake calls to ensure effective communication with clients. - Maintaining billable hours per day as part of the administrative responsibilities. - Learning the basics...

Posted On Aug 02, 26
Full-time 1 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Software trusts Wills

Title: Paralegal Job Responsibilities: As a Paralegal at the law firm, the functioning of the Estate Planning and Trust Administration... duties will include: - Drafting estate planning documents, such as... of attorney, utilizing Statular estate planning software. - Notarizing estate... planning documents to ensure......

Posted On Jul 20, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions health insurance Living Trusts Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions health insurance Living Trusts Probate Software trusts Wills

Job Title: Senior Estate Planning & Trust Administration... day-to-day operations of the estate planning and trust administration... departments with minimal attorney supervision. - Oversee department workflow, matter status, and deadlines across all active files. - Supervise, train, and mentor department staff. - Develop...

Posted On Sep 11, 26
Full-time 1 views Experience : 1-8 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning Probate
Practice Area:
Trusts and Estates - General Estate & Tax Planning Probate

in probate law, trust administration, and estate planning. The attorney will... work closely with clients to ensure swift and effective resolution of their expert legal advice and representation in probate law, trust administration, and estate planning thorough leg......

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