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Estate Planning Jobs in Fountain Valley

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United States
Posted On Jul 14, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills

Title: Associate Attorney – Estate Planning, Tax & Business... Planning About Us We are a growing... firm focused on sophisticated estate planning, taxation, trust administration,... and... business planning for successful individuals, families,... and closely held businesses. Our practice handles complex legal matters...

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Posted On Jul 06, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Living Trusts Probate
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Living Trusts Probate

Job Title: Estate Planning Attorney Job Responsibilities: - Conduct... clients to determine appropriate estate planning solutions. - Select the... a streamlined process where estate plans are pre-sold through... seminars or the inside sales team. - Review initial client intake information provided before consultations. - En...

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Posted On Aug 05, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements contracts Estate and Trust Estate Planning health insurance Insurance pleadings Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements contracts Estate and Trust Estate Planning health insurance Insurance pleadings Probate Software trusts Wills

Title: Legal Secretary - Estate Planning/Trust Administration Job Responsibilities: - Prepare,... review, and finalize various types of legal documents, including correspondence, service agreements, wills, trusts, powers of attorney, advance directives, and deeds. - Coordinate client interviews by scheduling appointments, gathering necessary information, and...

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Posted On Sep 12, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

Associate Job Responsibilities: - Engage in estate planning, probate, and trust... and estate administration. - Prepare estate and... gift tax returns, with a preference for candidates having experience in this area. - Exhibit strong research, writing, and drafting abilities. - Demonstrate strong oral and written...

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Posted On Sep 28, 26
Full-time Experience : 2-4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions corporate governance employee benefits equity Estate and Trust Estate Planning estates family hedge funds Immigration Taxation trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions corporate governance employee benefits equity Estate and Trust Estate Planning estates family hedge funds Immigration Taxation trusts wealth management Wills

Associate Attorney Job Responsibilities: - Draft estate plan documents, including wills,... advance directives. - Assist with estate, gift, and generation-skipping transfer... and prepare memoranda on estate, tax, and trust issues. -... senior attorneys on complex planning strategies. - Manage client files... efficiently. Education and Experience Information: -...

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Posted On Sep 02, 26
Full-time 5 views Experience : 5-7 yrs required
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - General
Job Tags:
agreements bylaws finance leasing operating agreements organizational documents private client real estate acquisition Software stock certificates title UCC
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - General
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. This includes preparing... initial drafts of closing checklists, organizing and maintaining closing files, creating closing book indexes, and drafting written consents, incumbency certificates, approvals of transaction...

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Posted On Jul 31, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Real Estate - Leasing Real Estate- Commercial Transactions Real Estate - General
Job Tags:
acquisitions agreements asset management commercial property commercial real estate contracts corporate governance developers due diligence finance Insurance lease leasing Litigation LLC organizational documents Property Management Remedies renewals tenants
Practice Area:
Real Estate - Leasing Real Estate- Commercial Transactions Real Estate - General
Job Tags:
acquisitions agreements asset management commercial property commercial real estate contracts corporate governance developers due diligence finance Insurance lease leasing Litigation LLC organizational documents Property Management Remedies renewals tenants

Job Title: Real Estate Attorney Job Responsibilities: - Provide legal... guidance and support for all aspects of commercial property leasing transactions. - Review, draft, and negotiate commercial lease documents, including new leases, amendments, renewals, subleases, assignments, estoppels, SNDA agreements, and lease terminations. - Partner...

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Posted On Aug 25, 26
Full-time 1 views Experience : 1-5 yrs required
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Elder Law Probate
Job Tags:
abuse civil litigation Conservatorship depositions document review equity family fiduciary Insurance Litigation marketing Media Mediation pleadings Probate
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Elder Law Probate
Job Tags:
abuse civil litigation Conservatorship depositions document review equity family fiduciary Insurance Litigation marketing Media Mediation pleadings Probate

Attorney - Trust & Estate Litigation Private Wealth... Disputes Job Responsibilities: - Develop case strategy by identifying decisive facts, legal theories, discovery priorities, leverage points, and practical paths to resolution. - Draft persuasive work product, including contested petitions, objections, pleadings,...

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Posted On Sep 17, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management class action Estate and Trust Estate Planning family fiduciary Financial Institutions insurance coverage Intellectual Property IP Labor and Employment Litigation partnerships Patent Probate Securities special projects technology industries trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management class action Estate and Trust Estate Planning family fiduciary Financial Institutions insurance coverage Intellectual Property IP Labor and Employment Litigation partnerships Patent Probate Securities special projects technology industries trusts wealth transfer Wills

Job Title: Estate Planning Paralegal Job Responsibilities: The Estate... Planning Paralegal provides comprehensive... to attorneys in the Estate Planning and Probate Practice... attorneys in preparing intricate estate planning documents such as... wills, revocable and irrevocable trusts, powers of attorney, advance directives, family...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal finance Government Immigration investment management Investment Partnerships Partnership private equity spectrum trusts
Job Tags:
criminal finance Government Immigration investment management Investment Partnerships Partnership private equity spectrum trusts

Tax Senior - Real Estate Job Responsibilities: As a Senior Tax... clients within the real estate sector. Your responsibilities will... include: - Utilizing your accounting and tax experience to identify complex issues, perform detailed analyses, and support a variety of entities and their...

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Posted On Sep 17, 26
Full-time 86 views Experience : 1-5 yrs required 1 applications
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
Business Law contracts corporate governance entity formation Estate Planning estate tax Living Trusts Wills
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
Business Law contracts corporate governance entity formation Estate Planning estate tax Living Trusts Wills

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Posted On Jul 31, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
Family Law - General
Job Tags:
civil litigation contracts Criminal Defense Criminal Law document review Energy Environmental Law Estate Planning evidence family Family Law health insurance Insurance pleadings Software trials
Practice Area:
Family Law - General
Job Tags:
civil litigation contracts Criminal Defense Criminal Law document review Energy Environmental Law Estate Planning evidence family Family Law health insurance Insurance pleadings Software trials

Summary Are you a proactive, detail-oriented paralegal with a passion for family and civil law? Do you thrive in a dynamic, progressive boutique firm that values humility, intelligence, and a hunger to grow professionally? We’re seeking a talented Civil/Family Law...

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Posted On Sep 14, 26
Full-time 4 views Experience : 4-4 yrs required
Job Tags:
estates family finance H-1B insurance coverage private client Software trusts Visa wealth transfer
Job Tags:
estates family finance H-1B insurance coverage private client Software trusts Visa wealth transfer

Title: Manager - Private Client Services Job Description: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of the...

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Posted On Sep 14, 26
Full-time 1 views Experience : 8-8 yrs required
Job Tags:
asset management Corporation criminal directors estates family finance H-1B insurance coverage LLC Partnership private client trusts Visa wealth transfer
Job Tags:
asset management Corporation criminal directors estates family finance H-1B insurance coverage LLC Partnership private client trusts Visa wealth transfer

Title: Tax Director - Private Client Services Job Responsibilities: As a member of the Private Client Services practice, the Tax Director is responsible for overseeing and collaborating with multiple client service teams on engagements for a diverse range of clients, including some...

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Posted On Sep 14, 26
Full-time 1 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Title: Tax Senior Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice are responsible for overseeing multiple engagement teams that cater to a variety of sophisticated clients. These clients may include some of the wealthiest...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

complex tax matters, including income tax planning, estate and gift planning, charitable... giving, wealth transfer strategies, and other sophisticated planning opportunities. - Lead the review... and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, quality,...

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Posted On Sep 01, 26
Full-time 13 views Experience : 2-8 yrs required
Practice Area:
Real Estate - General Real Estate - Finance
Practice Area:
Real Estate - General Real Estate - Finance

for its Corporate Real Estate Practice in Costa Mesa,... of experience in complex real estate transactions, including joint ventures,... development projects, acquisitions, dispositions, and in the execution of complex real estate with attorneys across... various offices and pract...

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