Estate Planning Jobs in Monterey Park

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Full-time 5 views Experience : 2-5 yrs required

Title: Litigation Attorney Job Responsibilities: - Manage all phases of litigation cases, including case assessment, strategy development, and trial preparation. - Conduct comprehensive legal research using tools such as LexisNexis and Westlaw to support case arguments and stay current on relevant statutes and...

Posted On Jul 14, 26
Part-time 2 views Experience : Max 5 yrs required

a law firm. The primary responsibilities include: - Assisting with administrative and office tasks. - Supporting various legal functions across practice areas such as business, immigration, civil litigation, real estate, trust and estate planning,... and employment law. - Providing... strong customer service...

Posted On Jul 15, 26
Full-time 2 views Experience : Min 4 yrs required

is integral to the estate planning review process at... responsibilities include: - Reviewing estate planning documents submitted by... completeness, organization, and inclusion of current governing documents. - Analyzing estate planning and trust administration... documents to identify outdated, missing, incomplete, or inconsi...

Full-time 1 views

includes trust litigation, probate, estate planning, and trust administration.... You will work under the guidance of the firm's partners and will progressively take on more responsibilities as you familiarize yourself with the team's practice areas, goals, and strategies. Your specific...

Posted On Sep 18, 26
Full-time 1 views Experience : 2-3 yrs required

with probate, trust administration, estate planning, conservatorship, and related... legal matters. - Draft pleadings, Judicial Council forms, correspondence, and legal documents. - Prepare court filings and coordinate service of documents. - Review, organize, and summarize complex legal, financial, and trust-related records. - Manage case...

Posted On Sep 16, 26
Full-time 2 views Experience : 2-3 yrs required

with some involvement in estate planning and immigration law.... Your energetic approach and exceptional organizational skills will ensure smooth case management, thorough legal research, and efficient document handling. This paid position offers an exciting opportunity to develop your legal suppor...

Full-time 2 views Experience : 8-12 yrs required

and owning its real estate portfolio. The diverse portfolio... includes both commercial and residential properties, with over 15,000 residential units in Southern California, Las Vegas, NV, Fort Worth, TX, and San Antonio, TX. Headquartered in Long Beach, CA, the c...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 6 yrs required

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 experience. - Generate business...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required

multi-generational affluent 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... federal,...

Posted On Sep 14, 26
Full-time Experience : Min 6 yrs required

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 experience. - Generate...

Posted On Sep 22, 26
Full-time 1 views Experience : Min 2 yrs required

funds, private equity, real estate) with state and local... tax issues including compliance, advising, planning, and controversies. - Engage with... multi-state companies on state and local tax controversies, which involves preparing clients for discussions with auditors, representing the client at hearings...

Posted On Jul 16, 26
Full-time 2 views Experience : Min 1 yrs required

Overview We are seeking a highly motivated and detail-oriented Personal Injury Demand Writer to join our dynamic legal team at the law firm. In this role, you will be responsible for preparing compelling demand packages that accurately reflect the value of...

Posted On Jul 30, 26
Full-time 1 views Experience : Min 1 yrs required

Title Personal Injury Case Assistant Job Responsibilities - Assist with client interviews and gather detailed case information to facilitate accurate case evaluation and documentation. - Manage and organize case files using legal case management systems such as PCLaw, iManage, or...

Posted On Jul 20, 26
Full-time 2 views Experience : Min 5 yrs required

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...

Full-time 2 views Experience : Min 1 yrs required

— Special Education & Estate Planning (Temp-to-Perm) Job Responsibilities: - Represent... parents and students in Individualized Education Program (IEP) meetings, mediations, resolution sessions, and due process hearings under the Individuals with Disabilities Education Act (IDEA) and California Education Code. - Conduct client intakes...

Posted On Jul 26, 26
Full-time 2 views

are seeking a dedicated and detail-oriented EOIR Paralegal to join our legal team in a part-time or contract capacity, with some remote work available. In this vital role, you will provide comprehensive support for immigration proceedings before the Executive Office...

Posted On Jul 03, 26
Full-time 2 views Experience : 1-3 yrs required

Title Estate Planning/Probate Paralegal Job Responsibilities The Estate Planning/Probate Paralegal will play... include: - Assisting attorneys with estate planning, trust, and probate... issues. - Conducting basic legal research under appropriate attorney supervision. - Managing client intakes and facilitating communication between attorneys and clients. - Engaging with clients...

Full-time 9 views Experience : Min 2 yrs required

Job Type Full-time, Temporary Job Title Estate Planning Attorney Job Responsibilities The role of... the Estate Planning Attorney at the... organization... help them develop effective estate plans tailored to their... responsibilities include: - Collaborating with clients to understand their estate planning goals and objectives. -... Conducting... thoroug...

Posted On Aug 15, 26
Full-time 43 views Experience : 1-10 yrs required

is seeking a dedicated Estate Planning Associate Attorney with... years of experience in estate planning, trust administration, probate,... or real estate matters. This position requires... bilingual fluency in English and Spanish to effectively communicate with a diverse client base. The...

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