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Estate Planning Jobs in Claremont

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United States
Posted On Aug 04, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer

Job Title: Trust and Estate Coordinator Job Responsibilities: 1. Client Engagement: ... - Client Relationship Management: Develop and maintain strong relationships with clients to ensure a seamless and satisfactory engagement. - Virtual Consultations: Conduct professional Zoom meetings with clients to develop and present...

Posted On Aug 04, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills

the full lifecycle of estate planning matters, including intake,... legal documents such as wills, revocable living trusts, powers of attorney, advance healthcare directives, and related instruments. - Advise clients on estate tax planning, asset titling,... beneficiary designations, and trust funding. - Hand...

Posted On Aug 06, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning estates health insurance Insurance Litigation Probate stage statute of limitations trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning estates health insurance Insurance Litigation Probate stage statute of limitations trusts Wills

liaison between the attorney and the families served. - Draft, review, and prepare estate planning documents such as... trusts, wills, powers of attorney, and healthcare directives. - Prepare and file probate petitions, accountings, inventories, and appraisals in compliance with California Probate Code....

Posted On Aug 05, 26
Full-time 79 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate

looking for an experienced Estate Planning Attorney to join... Ontario Office. The Estate Planning Attorney will provide... in all aspects of estate planning, trust administration and... of attorney, and other estate planning documents Advising... and objectives Preparing estate tax returns...

Posted On Jul 02, 26
Full-time 4 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning health insurance Litigation pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning health insurance Litigation pleadings Probate

Participate in depositions and court appearances. - Draft professional correspondence and communicate effectively with clients. - Support estate planning, probate, and trust... administration matters from start to finish. Education and Experience Information: - 2+ years of paralegal or legal assistant experience preferred. - Paralegal ce...

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... Advising and consulting on estate planning processes to formulate... income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Providing tax planning and......

Posted On Sep 20, 26
Full-time 1 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 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 Aug 14, 26
Full-time 1 views Experience : 2-3 yrs required
Job Tags:
Business Formation civil litigation contracts document review Estate Planning Family Law Litigation pleadings Real Estate Law Software
Job Tags:
Business Formation civil litigation contracts document review Estate Planning Family Law Litigation pleadings Real Estate Law Software

Title: Paralegal Job Responsibilities: The Paralegal at the law firm will play a crucial role in supporting attorneys in a full-time, on-site capacity. The position involves a variety of tasks essential to the smooth operation of legal proceedings and client interactions. The...

Posted On Sep 02, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Probate Adoption Law Divorce Law Family Law - General Real Estate - General Trusts and Estates - General
Job Tags:
Business Law depositions divorce escrow Estate Planning Family Law Mediation Probate title trusts
Practice Area:
Estate & Tax Planning Probate Adoption Law Divorce Law Family Law - General Real Estate - General Trusts and Estates - General
Job Tags:
Business Law depositions divorce escrow Estate Planning Family Law Mediation Probate title trusts

finalize documents related to estate planning, probate, family law,... and real estate for attorney review. - Handle... court filings at the state and local levels in California, adhering to county-specific procedures and managing hearing reservations. - Send attorneys reminders for deadlines at...

Posted On Jul 10, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Conservatorship document review Elder Law Estate Planning Probate Software trusts
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Conservatorship document review Elder Law Estate Planning Probate Software trusts

on-site capacity, focusing on estate planning and related legal... legal documents necessary for estate planning, probate, and trust... administration. - Assisting with probate and trust administration files, ensuring all documentation is accurate and complete. - Managing conservatorship and elder law cases by...

Posted On Sep 22, 26
Full-time 48 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills

Estate Planning Lawyer – Join... in Nevada! H1: Estate Planning Lawyer Opportunity in... a talented and experienced Estate Planning Lawyer looking for... a new and exciting opportunity? Look no further! Our Nevada office is currently seeking a motivated and...

Posted On Sep 17, 26
Full-time 82 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills

Estate Planning Lawyer Are... a talented and experienced Estate Planning Lawyer in Nevada... our team as an Estate Planning Lawyer. **Members Only,**,... law firm specializing in estate planning, tax optimization, asset... protection and succession planning. With a focus on......

Posted On Aug 30, 26
Full-time 2 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning family fiduciary gift tax Insurance LLC Partnership restructuring Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning family fiduciary gift tax Insurance LLC Partnership restructuring Taxation trusts wealth transfer Wills

Job Title Senior Estate Planning Attorney Job Responsibilities... draft, and implement advanced estate plans for ultra-high-net-worth individuals... and families. This includes creating irrevocable dynasty trusts (IDITs), spousal lifetime access trusts (SLATs), charitable remainder unitrusts (CRUTs), intentionally defective grantor trusts (IDGTs),...

Posted On Aug 12, 26
Full-time 3 views Experience : 1-3 yrs required
Job Tags:
agreements Corporation Estate Planning Family Law marketing Probate
Job Tags:
agreements Corporation Estate Planning Family Law marketing Probate

Title: Intake Specialist Job Responsibilities: - Screen calls from potential clients to evaluate their needs and determine the suitability for the law firm's services. - Conduct initial telephone conferences with potential clients to gather necessary information and assess their legal needs. - Input data...

Posted On Aug 05, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Guardianship and Conservatorship Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title
Practice Area:
Guardianship and Conservatorship Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title

— Special Education & Estate Planning (Temp-to-Perm) Job Type: Contract,... Full-time (Temp-to-hire) Pay: $115,000 to $130,000 per year Schedule: 40 hours/week About Us The law firm is built on the principle that families deserve an advocate who comprehends both the legal framework and the personal...

Posted On Sep 23, 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 23, 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 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 Aug 08, 26
Full-time 80 views Experience : 2-8 yrs required
Practice Area:
Trusts and Estates
Practice Area:
Trusts and Estates

Law Firm seeks an estate planning lawyer with 3+... a wide range of estate planning matters. Will be... legal documents related to estate planning. Advising clients on... estate planning strategies and developing... personalized plans. Conducting legal research and staying up-to-date...

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