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Estate Planning Jobs in Whittier

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United States
Posted On Jul 26, 26
Full-time 2 views
Practice Area:
Immigration - General
Job Tags:
civil litigation document review Environmental Law EOIR Estate Planning Family Law general litigation Immigration Software trials USCIS
Practice Area:
Immigration - General
Job Tags:
civil litigation document review Environmental Law EOIR Estate Planning Family Law general litigation Immigration Software trials USCIS

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 16, 26
Full-time 2 views Experience : Min 1 yrs required
Job Tags:
civil litigation commercial litigation document review Estate Planning health insurance Insurance personal injury Personal Injury Law
Job Tags:
civil litigation commercial litigation document review Estate Planning health insurance Insurance personal injury Personal Injury Law

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
Job Tags:
civil litigation document review Environmental Law Estate Planning Family Law health insurance Insurance Litigation medical providers personal injury Personal Injury Law pleadings Software UCC
Job Tags:
civil litigation document review Environmental Law Estate Planning Family Law health insurance Insurance Litigation medical providers personal injury Personal Injury Law pleadings Software UCC

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
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions health insurance Living Trusts Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions health insurance Living Trusts Probate Software trusts Wills

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...

Posted On Aug 05, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Guardianship and Conservatorship Education - Special Needs Education - 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 Education - 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 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 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 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 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 Sep 03, 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 03, 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 Jul 03, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
criminal Employment Discrimination Estate Planning estates family Insurance Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
criminal Employment Discrimination Estate Planning estates family Insurance Probate

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...

Posted On Jul 03, 26
Full-time 9 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal Employment Discrimination Estate Planning estates Insurance Litigation Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal Employment Discrimination Estate Planning estates Insurance Litigation Probate trusts Wills

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 Jul 17, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Probate

Job Title: Estate Planning Paralegal Job Responsibilities: - Prepare... process letters and forms. - Handle confidential and sensitive information in compliance with ethical requirements. - Adapt to frequent interruptions and respond professionally to changes in document details. - Provide high-level estate planning and administration s......

Posted On Sep 01, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Litigation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Litigation

Job Title: Estate Planning Attorney Job Responsibilities: The estate... planning attorney will be... in the areas of estate planning and related transactional... involving tax, business, real estate, litigation, and estate planning.... Key responsibilities include drafting... and analyzing legal documents, offering strategic advice...

Posted On Aug 10, 26
Full-time 29 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Taxation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Taxation trusts

law firm. The primary responsibilities include: - Trust administration and providing sophisticated estate planning solutions tailored for... high net worth individuals and families. - Drafting estate planning documents, with a... focus on both revocable and irrevocable trusts. - Collaborating with clients to under...

Posted On Sep 02, 26
Full-time 27 views Experience : 5-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family gift tax Living Trusts Partnership private client Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family gift tax Living Trusts Partnership private client Wills

Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The primary... the Mid-Level Trust & Estate Transactional Associate include engaging... in sophisticated estate planning and trust administration.... responsible for drafting comprehensive estate plans, which encompass the... working directly with senior estate plannin...

Posted On Sep 12, 26
Full-time 7 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

law firm. - Work on estate planning, probate, and trust... and estate administration. - Prepare estate and... gift tax returns (preferred experience). - Demonstrate professionalism, judgment, and motivation in serving high net worth clientele with diverse backgrounds and personalities. - Exhibit strong research, writing,...

Posted On Aug 06, 26
Full-time 42 views Experience : 1-10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

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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