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Estate Planning Jobs in Benicia

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United States
Posted On Jul 03, 26
Full-time 7 views Experience : Min 15 yrs required
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Tax - Exempt Organization Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements contracts equity estates Ethics fiduciary Government insurance coverage Litigation partnerships trusts
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Tax - Exempt Organization Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements contracts equity estates Ethics fiduciary Government insurance coverage Litigation partnerships trusts

THE ORGANIZATION The organization is a regional catalyst, connector, and collaborator, bringing together the resources and skills of donors, business, government, and community to tackle some of the toughest challenges in the region. It promotes philanthropy and supports philanthropists to invest...

Posted On Jul 09, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Title: Estate Planning Attorney Job Responsibilities: The primary... responsibility of the Estate Planning Attorney at the... clients in completing accurate estate plans that fulfill their... specific wishes efficiently. This involves being available for an initial 'start' meeting within five business days, scheduling...

Posted On Sep 02, 26
Full-time 6 views Experience : 5-7 yrs required
Practice Area:
Real Estate - General Real Estate - Finance Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
agreements bylaws finance leasing operating agreements organizational documents private client real estate acquisition Software stock certificates title UCC
Practice Area:
Real Estate - General Real Estate - Finance Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
agreements bylaws finance leasing operating agreements organizational documents private client real estate acquisition Software stock certificates title UCC

Job Title: Real Estate Transactional Paralegal Job Responsibilities: - Organize,... closings for various real estate transactions, including the preparation... of initial drafts of closing checklists, organization and maintenance of closing files, closing book index, written consents, incumbency certificates, approvals of transaction agreements,...

Posted On Jul 21, 26
Full-time 2 views Experience : Min 4 yrs required
Practice Area:
Corporate - Contract Law Corporate - General Real Estate - General Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
corporate formation easements Intellectual Property Litigation purchase and sale agreements
Practice Area:
Corporate - Contract Law Corporate - General Real Estate - General Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
corporate formation easements Intellectual Property Litigation purchase and sale agreements

legal advice concerning various legal matters. Key duties include: - Advising on corporate formation and governance - Assisting with succession planning - Handling real property... matters - Drafting and negotiating transactional documents, including leases, purchase and sale agreements, licenses, right-of-entry permits, and easeme...

Posted On Sep 15, 26
Full-time 2 views Experience : Min 15 yrs required
Practice Area:
Tax - Federal Real Estate - Tax Tax - General
Job Tags:
Affirmative Action branding construction Software special projects Taxation
Practice Area:
Tax - Federal Real Estate - Tax Tax - General
Job Tags:
Affirmative Action branding construction Software special projects Taxation

Title: Tax Principal, Real Estate Job Responsibilities: - Act as a... to construction and real estate clients. - Lead client relationships... on day-to-day tax matters, serving as a valued tax business advisor for clients ranging from middle market to multinational entities. - Consult on...

Posted On Jul 21, 26
Full-time 75 views
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning Probate Software
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning Probate Software

Walnut Creek focusing on estate planning, estate and trust... administration, probate, Medi-Cal planning and special needs planning.... We are seeking a... full-time assistant to provide a high level of administrative support to our clients, affiliates and our team. This position...

Posted On Jul 15, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills

part of the company's estate planning process, tasked with... accuracy and completeness of estate planning documents. Key responsibilities... include: - Reviewing estate planning documents submitted by... they are complete, well-organized, and include all necessary governing documents. - Analyzing estate planning and tru...

Posted On Aug 20, 26
Part-time 3 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts

in client interface, which includes responding to client inquiries and scheduling appointments. - Draft documents and assemble estate planning document packages. - Answer... phones and manage general office duties. - Create and maintain client files. - Participate in the administration of Estate Planning, Probat...

Posted On Aug 20, 26
Part-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts

client interface by answering phones and responding to client inquiries. - Draft legal documents and assemble estate planning document packages. - Create... and maintain client files to ensure organization and accessibility. - Schedule appointments and manage calendars for attorneys. - Perform general office d...

Posted On Jul 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Child Custody commercial litigation contracts depositions divorce Domestic Violence Employment Law Environmental Law Estate Planning evidence Family Law health insurance Insurance Litigation Patent Personal Injury Law pleadings Software stage trials Visitation
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Child Custody commercial litigation contracts depositions divorce Domestic Violence Employment Law Environmental Law Estate Planning evidence Family Law health insurance Insurance Litigation Patent Personal Injury Law pleadings Software stage trials Visitation

Title: Family Law Attorney Job Responsibilities: - Represent clients in family law proceedings, including hearings, mediations, and trials, with enthusiasm and professionalism. - Draft and review legal documents such as petitions, motions, settlement agreements, and court pleadings with precision and clarity. - Conduct comprehensive...

Posted On Jul 15, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Child Custody commercial litigation contracts depositions divorce Domestic Violence Employment Law Environmental Law Estate Planning evidence Family Law health insurance Insurance Litigation Patent Personal Injury Law pleadings Software stage trials Visitation
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Child Custody commercial litigation contracts depositions divorce Domestic Violence Employment Law Environmental Law Estate Planning evidence Family Law health insurance Insurance Litigation Patent Personal Injury Law pleadings Software stage trials Visitation

*Job Summary* We are seeking a dedicated and dynamic Family Law Attorney to join our legal team. In this role, you will provide expert legal counsel and representation in family law matters, including divorce, child custody, visitation, and domestic violence...

Posted On Sep 01, 26
Full-time 1 views Experience : 3-6 yrs required
Job Tags:
ADA construction contracts criminal directors due diligence Insurance OSHA renewals warranty
Job Tags:
ADA construction contracts criminal directors due diligence Insurance OSHA renewals warranty

Facilities & Construction Project Manager Job Responsibilities: Facilities Management - Evaluate and determine the scope of work for routine maintenance, repairs, and service requests across multiple locations. - Source, vet, and manage relationships with qualified vendors and subcontractors. - Triage and prioritize reactive maintenance tickets...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements that deliver proactive tax planning and strategic consulting, including... federa...

Posted On Sep 14, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title . Private Bank - Private Banker - Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client...

Posted On Aug 17, 26
Full-time Experience : Min 6 yrs required
Job Tags:
family finance
Job Tags:
family finance

as succession and tax planning. - Lead, schedule, supervise, and... review tax engagements. - Develop and train team members to help them build inspired careers. - Foster and build opportunities for clients, communities, and people. - Become an industry professional and attend industry-leading events...

Posted On Aug 24, 26
Full-time 1 views Experience : 10-10 yrs required
Practice Area:
Insurance Defense - General Trucking and Auto Defense Personal Injury Defense
Job Tags:
board of directors H-1B Immigration Insurance insurance defense lease Litigation pension renewals trials Visa
Practice Area:
Insurance Defense - General Trucking and Auto Defense Personal Injury Defense
Job Tags:
board of directors H-1B Immigration Insurance insurance defense lease Litigation pension renewals trials Visa

Title: Executive Director, Managing Attorney Job Responsibilities: - Lead multiple teams of attorneys dedicated to providing Property and Casualty insurance defense services to members and the company. - Identify opportunities to enhance operational effectiveness and leverage technology and resources to implement processes for...

Posted On Sep 18, 26
Full-time 3 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates pleadings Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates pleadings Taxation trusts

legal pleadings related to estate planning. - Liaise with clients... to provide updates on the status of their legal matters. - Conduct research on relevant trusts and estates topics to support client cases. - Manage transactional matters requiring attention to detail and strong...

Posted On Aug 09, 26
Full-time 5 views Experience : 2-8 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General

law firm seeks an Estate Planning and Administration Attorney... in Orinda, CA. This full-time role involves drafting and executing estate plans, managing trust and... probate administration, and providing direct counsel to clients. The attorney will play a crucial role in...

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