Estate Planning Jobs in Laguna Beach

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United States
Posted On Sep 03, 26
Full-time 6 views Experience : 4-8 yrs required

Manager - Tax & Estate Planning - Remote Eligible Job... and consult on the estate planning process, focusing on... income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Provide tax planning and......

Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required

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 Jun 25, 26
Full-time 5 views Experience : Min 2 yrs required

Responsibilities: Legal Assistance Support to Estate Planning Team - Provide a... detailed synopsis of existing estate planning documents for consultations. -... Review estate planning drafts using a... before attorney review. - Conduct estate planning signing meetings, including... preparation of the estate planning binder and summary. -......

Posted On Sep 21, 26
Full-time 27 views

health insurance, 401(k), and paid time off Job Title: - Experienced Trust and Estates Paralegal Experience Information: - Must have experience or genuine desire to learn drafting estate planning documents and managing... trust administration matters - Previous exper...

Full-time 1 views

Title: Attorney Job Responsibilities: - Serve as a corporate and litigation counsel to homeowners associations (HOAs), community associations, and condominium developments. - Engage in legal representation for a variety of clients, including master-planned developments, downtown high-rises, mixed-use and commercial developments, and common interest...

Posted On Jul 23, 26
Full-time Experience : Min 1 yrs required

in-person signing ceremonies. - Notarize estate planning documents as a... commissioned California notary. - Record and file deeds with the appropriate county offices. - Draft and send professional client communications, including follow-up correspondence. - Scan, organize, and maintain client document files. - Manage client lists...

Posted On Aug 20, 26
Contract, Full-time 1 views Experience : Min 5 yrs required

Job Title: Estate Planning Senior Paralegal Job Responsibilities: The... Estate Planning Senior Paralegal is... The role demands exceptional ownership, accuracy, follow-through, and client communication skills. Key responsibilities include: - Managing estate planning files from onboarding... through drafting, attorney review, signing, funding, and clo...

Full-time 17 views Experience : Min 3 yrs required

Title: Attorney, Tax & Estate Planning Job Responsibilities: - Handle advanced... estate and income tax planning... customized foundational and advanced estate planning documents. - Meet with... irrevocable gifting trusts. - Research estate planning, tax, and related... legal issues. - Evaluate, update, and coordinate template documents,...

Posted On Sep 03, 26
Full-time 3 views Experience : 4-8 yrs required

Manager - Tax & Estate Planning - Remote Eligible Job... Advising and consulting on estate planning with a focus... 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 Experience : 4-8 yrs required

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......

Full-time 18 views

Job Title: Estate Planning Attorney - Junior... assess their financial and estate planning needs. - Provide tailored... tax liabilities, including income, estate, and gift taxes. - Draft... and review revocable trusts, irrevocable trusts, wills, deeds, and powers of attorney, particularly for high...

Posted On Jun 10, 26
Full-time 8 views Experience : 2-5 yrs required

Job Title: Paralegal, Estate Planning Job Responsibilities: - Assist with... the initial drafting of estate planning documents - Fund trusts... with client assets - Meet and communicate with clients and their professional advisors - Prepare deeds and related transfer documents - Maintain and manage client files...

Part-time 3 views

. Program and the Graduate Tax Program. Lecturers will be responsible for teaching courses that may include Advanced Estate Planning, among other subjects... relevant to the expertise of experienced practitioners or academics. General duties for this position include: - Holding offi...

Part-time 2 views

Law . Program and the Graduate Tax Program. The responsibilities for this position include: - Teaching assigned courses in the Master of Laws Program, specifically in areas such as Estate Planning. - Holding office hours... to support and advise students. - Assigning grad...

Full-time 48 views Experience : Min 10 yrs required

firm. The primary responsibilities include trust administration and the development of sophisticated estate planning solutions tailored for... high net worth individuals and families. The role requires significant experience in drafting various estate planning documents, including revocable... and irrevocable trusts. Th...

Full-time 1 views Experience : Min 8 yrs required

worth clients on comprehensive estate planning strategies, encompassing wills,... limited partnerships, and charitable planning. - Draft, review, and implement... complex estate planning documents, trust instruments,... powers... of attorney, health care directives, and related agreements. - Manage trust administration and probate matters, including...

Full-time 1 views Experience : 4-6 yrs required

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in the Private Tax sector, the primary responsibilities include delivering personal and private tax advice and compliance support to business owners, business-owning...

Full-time 9 views

Title: Mid-Level Commercial Real Estate Associate – US Job Responsibilities:... a Mid-Level Commercial Real Estate Associate, the candidate will... spectrum of commercial real estate issues. Responsibilities include: -... Structuring and executing acquisitions, dispositions, and financings across various asset classes such as...

Full-time 12 views Experience : 1-8 yrs required

role involves providing comprehensive estate planning services to clients,... will work closely with clients to develop tailored legal strategies and ensure their estate planning needs are ... consultations with clients to assess financial and estate planning tailored legal... adv...

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