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Estate Planning Jobs in Santa Rosa

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United States
Posted On Jul 21, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate Profit Sharing trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate Profit Sharing trusts Wills

Title: Legal Professional - Estate Planning Group Job Responsibilities: - Draft,... edit, and process sophisticated estate planning documents - Prepare revocable... and irrevocable trusts, wills, powers of attorney, and advanced planning instruments - Prepare accountings - Prepare... and manage court filings - Draft substantive correspondence - Calendar...

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Posted On Jun 30, 26
Full-time 3 views Experience : 1-6 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates gift tax Probate trusts wealth transfer Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates gift tax Probate trusts wealth transfer Wills

& Estates (Hybrid) Job Responsibilities: - Estate Planning: The Associate Attorney... developing and implementing comprehensive estate plans. This includes drafting... to ensure clients' wishes are clearly articulated and legally binding. - Tax Planning: The role involves providing... clients with advice on tax-efficient strat...

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Posted On Sep 09, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning health insurance Probate Software special projects title trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning health insurance Probate Software special projects title trusts

legal documents related to estate planning, trusts, and probate,... ensuring that these documents meet law firm-specific standards. - Organize and maintain both physical and digital client files and case records. - Proactively monitor emails and anticipate legal tasks, as well as calendar...

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Posted On Sep 01, 26
Full-time Experience : 1-7 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Conservatorship Elder Law Estate Planning Government health insurance Insurance Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Conservatorship Elder Law Estate Planning Government health insurance Insurance Probate trusts Wills

Title: Paralegal/Legal Assistant Job Responsibilities: - Independently manage a caseload and anticipate next steps in various legal processes. - Draft and assemble trusts, wills, and other estate planning documents. - Draft special... needs trusts and file petitions with probate court. - Prepare Conservatorships and Probates. -...

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Posted On Jun 11, 26
Full-time 81 views
Practice Area:
Family Law - General
Job Tags:
divorce Estate Planning Family Law health insurance Insurance Litigation
Practice Area:
Family Law - General
Job Tags:
divorce Estate Planning Family Law health insurance Insurance Litigation

expertise in family law, estate planning, real estate and... business. Job Description The family law attorney will be responsible for full matter representation from intake through trial or resolution of divorce, custody, support and division of assets. This...

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Posted On Aug 24, 26
Full-time 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 or investment entities. - Perform technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements delivering proactive tax planning and strategic consulting, including... federal, est...

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