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Fiduciary Duty Jobs in Martinez

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United States
Posted On Aug 11, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
artificial intelligence board of directors Capital Markets company policies corporate governance Corporate Law directors Energy equity Equity Compensation fiduciary finance Hardware I-9 IPO NASDAQ SEC filings Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws social security Software stage Transportation Whistleblower
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
artificial intelligence board of directors Capital Markets company policies corporate governance Corporate Law directors Energy equity Equity Compensation fiduciary finance Hardware I-9 IPO NASDAQ SEC filings Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws social security Software stage Transportation Whistleblower

Title Senior Corporate & Securities Counsel Job Responsibilities - Serve as the primary in-house legal resource for securities law, capital markets, SEC reporting, and public-company governance matters. - Support potential financing, capital markets, and strategic transactions, coordinating with outside counsel, auditors,...

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Posted On Jul 21, 26
Full-time 75 views
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning Probate Software
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning Probate Software

are an equal opportunity employer and value diversity in the workplace. ## Administrative Assistant - Law Office (Walnut Creek) **Members Only,** is a small, established law firm in Walnut Creek focusing on estate planning, estate and trust administration, probate,...

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Posted On Jul 09, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Estate Planning Attorney Job Responsibilities: The primary responsibility of the Estate Planning Attorney at the company is to assist clients in completing accurate estate plans that fulfill their specific wishes efficiently. This involves being available for an initial 'start' meeting within five...

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Posted On Jul 15, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills

Title: Estates Review & Quality Specialist - Hybrid Job Responsibilities: The Estates Review & Quality Specialist is an integral part of the company's estate planning process, tasked with ensuring the accuracy and completeness of estate planning documents. Key responsibilities include: - Reviewing estate...

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Posted On Aug 20, 26
Part-time 3 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts

Title: Paralegal/Legal Assistant Job Responsibilities: - Assist in all office tasks within a small, friendly law office specializing in Trusts and Estates. - Engage in client interface, which includes responding to client inquiries and scheduling appointments. - Draft documents and assemble estate planning document...

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Posted On Aug 20, 26
Part-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts

Title: Paralegal/Legal Assistant Job Responsibilities: - Assist in all office tasks within a small, friendly three-attorney Trusts and Estates law office. - Engage in client interface by answering phones and responding to client inquiries. - Draft legal documents and assemble estate planning document packages. -...

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Posted On Jul 26, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - General Litigation - Real Estate - Defense Probate Trusts and Estates - General
Job Tags:
civil litigation depositions evidence Litigation Mediation Partnership pleadings Probate probate litigation real estate litigation
Practice Area:
Corporate - General Litigation - Real Estate - Defense Probate Trusts and Estates - General
Job Tags:
civil litigation depositions evidence Litigation Mediation Partnership pleadings Probate probate litigation real estate litigation

Title: Civil Litigation Paralegal Job Responsibilities: As a Civil Litigation Paralegal at the law firm, you will be responsible for managing cases from initiation to resolution. Your duties will encompass a wide range of tasks essential for the successful navigation of civil...

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Posted On Sep 24, 26
Full-time 22 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense
Job Tags:
abuse Case Law Conservatorship depositions estates fraud Insurance Litigation pleadings Probate trials trusts and estates litigation
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense
Job Tags:
abuse Case Law Conservatorship depositions estates fraud Insurance Litigation pleadings Probate trials trusts and estates litigation

such as undue influence, lack of capacity, and fraud. - Address breach of fiduciary duty claims against trustees,... executors, and conservators. - Handle petitions for instructions and accountings, as well as spousal property petitions. - Conduct elder abuse actions, both financial and phy...

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Posted On Jun 29, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
abuse Case Law Conservatorship depositions estates fraud Litigation pleadings Probate trials trusts trusts and estates litigation
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
abuse Case Law Conservatorship depositions estates fraud Litigation pleadings Probate trials trusts trusts and estates litigation

of capacity, and fraud - Breach of fiduciary duty claims against trustees,... executors, and conservators - Petitions for instructions and accountings - Spousal property petitions - Elder abuse actions, both financial and physical - Conser...

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Posted On Jul 15, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse Case Law Conservatorship depositions estates fraud Litigation pleadings Probate trials trusts
Practice Area:
Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse Case Law Conservatorship depositions estates fraud Litigation pleadings Probate trials trusts

and trust contests, including issues of undue influence, lack of capacity, and fraud. - Address breach of fiduciary duty claims against trustees,... executors, and conservators. - File petitions for instructions and accountings. - Manage spousal property petitions. - Pursue elder abuse actions, both financi...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Nonprofit / Charities Law Employment Law - Management (Compliance & Counseling) Employment Law - Litigation Employer Defense Employment Law - General
Job Tags:
board of directors bylaws contracts Employment Law equity fiduciary finance Government health benefits Insurance Labor Relations Litigation lobbying partnerships professional liability
Practice Area:
Nonprofit / Charities Law Employment Law - Management (Compliance & Counseling) Employment Law - Litigation Employer Defense Employment Law - General
Job Tags:
board of directors bylaws contracts Employment Law equity fiduciary finance Government health benefits Insurance Labor Relations Litigation lobbying partnerships professional liability

Title General Counsel Job Responsibilities Strategic Leadership and Counsel - Serve as the primary legal advisor to the CEO, Board of Directors, Human Resources, Finance, and leadership team. - Provide practical legal advice to support organizational goals and strategic initiatives. - Identify legal, regulatory, and operational...

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Posted On Sep 16, 26
Full-time 21 views Experience : 8-8 yrs required
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation

Title Tax Director, Private Client Advisors Job Responsibilities - Perform technical reviews of tax returns for high-net-worth individuals, primarily focusing on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns. - Provide consultation on...

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Posted On Sep 01, 26
Full-time 19 views Experience : 2-4 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
abuse Conservatorship estates fiduciary fiduciary litigation fraud Litigation trusts trusts and estates litigation
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
abuse Conservatorship estates fiduciary fiduciary litigation fraud Litigation trusts trusts and estates litigation

Associate (Private Wealth & Fiduciary Litigation) Job Responsibilities: The Litigation Associate... the Private Wealth and Fiduciary Litigation Team at a... include: - Engaging in disputes related to trusts, decedents’ estates, conservatorships, and adult guardianships. - Representing clients in cases of breach of fiduciary...

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Posted On Aug 17, 26
Full-time 5 views Experience : 2-8 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an Estate Planning and Administration Attorney in Orinda, CA. This full-time role involves drafting and executing estate plans, managing trust and probate administration, and providing direct counsel to clients. The attorney will play a crucial role...

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