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Fiduciary Jobs in Dana Point

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United States
Posted On Sep 21, 26
Full-time 27 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates

Firm Seeking Experienced Trust and Estates Paralegal in South Orange County Salary Information: - Competitive salary based on experience and qualifications - Benefits package available, including health insurance, 401(k), and paid time off Job Title: - Experienced...

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Posted On Jul 13, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - General Family Law - General Probate
Job Tags:
civil litigation criminal Employment Law Family Law Litigation Probate Unfair Competition
Practice Area:
Corporate - General Family Law - General Probate
Job Tags:
civil litigation criminal Employment Law Family Law Litigation Probate Unfair Competition

Title: Civil Litigation Attorney Job Responsibilities: The civil litigation attorney will be responsible for handling a diverse range of legal matters within the law firm. The primary focus will be on business litigation, which includes employment law, contract actions, unfair competition, and...

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Posted On Jul 23, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance trusts

Title: Legal Assistant Job Responsibilities: - Prepare and coordinate client documents for shipping and 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...

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Posted On Jul 22, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Probate
Job Tags:
depositions general liability Insurance Litigation Probate probate litigation
Practice Area:
Probate
Job Tags:
depositions general liability Insurance Litigation Probate probate litigation

Title: Junior Litigation Associate Job Responsibilities: - Draft and respond to written discovery across civil and probate matters under partner and senior attorney supervision. - Assist with deposition preparation, including research, exhibit organization, and outlines, and observe and support depositions as you develop...

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Posted On Jul 20, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense Litigation - Commercial
Job Tags:
appeals Breach of Contract civil litigation corporate governance depositions general liability insurance defense Litigation Probate probate litigation professional liability
Practice Area:
Litigation - Trusts & Estates - Defense Litigation - Commercial
Job Tags:
appeals Breach of Contract civil litigation corporate governance depositions general liability insurance defense Litigation Probate probate litigation professional liability

Title: Associate Attorney – Civil & Probate Litigation (Mid-Level, 3+ Years) Job Responsibilities: The Associate Attorney will be responsible for managing significant portions of cases while collaborating with senior attorneys. The role involves handling various aspects of civil litigation, including general liability...

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Posted On Aug 24, 26
Full-time 1 views Experience : 8-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

Title: Estate Planning Attorney Job Responsibilities: - Engage directly with clients to understand their goals and needs in estate planning. - Develop and recommend comprehensive estate planning strategies tailored to individual client requirements. - Review, draft, and finalize legal documents related to estate planning,...

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Posted On Sep 16, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary litigation gift tax Litigation partnerships Probate trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary litigation gift tax Litigation partnerships Probate trusts wealth management wealth transfer Wills

Title: Senior Trusts & Estates Attorney Job Responsibilities: - Advise high net worth clients on comprehensive estate planning strategies, encompassing wills, revocable and irrevocable trusts, family limited partnerships, and charitable planning. - Draft, review, and implement complex estate planning documents, trust instruments, powers...

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Posted On Jul 28, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General Probate
Job Tags:
estates fiduciary gift tax health insurance Insurance trusts
Practice Area:
Trusts and Estates - General Probate
Job Tags:
estates fiduciary gift tax health insurance Insurance trusts

and gift tax returns, fiduciary accountings, and legal notices. -... Communicate with clients and gather information necessary for trust administration. - Draft trust administration documents, including trust certifications, asset allocation schedules, and documents related to the transfer of assets to beneficiaries. - Assist...

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Posted On Aug 10, 26
Full-time 48 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

Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will join the Taxation, Trusts & Estates Department at a law firm. The primary responsibilities include trust administration and the development of sophisticated estate planning solutions tailored for...

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Posted On Jul 07, 26
Full-time 18 views
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General
Job Tags:
Affirmative Action agreements contracts Estate Planning Practice of Law Probate Taxation trusts Wills Women
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General
Job Tags:
Affirmative Action agreements contracts Estate Planning Practice of Law Probate Taxation trusts Wills Women

Title: Estate Planning Attorney - Junior to Mid Level Associate Job Responsibilities: - Conduct consultations with clients to assess their financial and estate planning needs. - Provide tailored legal advice and solutions. - Develop and implement tax strategies to minimize clients’ tax liabilities, including...

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Posted On Jul 30, 26
Full-time 8 views
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
Conservatorship depositions evidence family Insurance Litigation Probate trials
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
Conservatorship depositions evidence family Insurance Litigation Probate trials

Associate Attorney Firm: Law firm Culture: “America First Patriots” Compensation: Starting $155,000 Location: Office in Irvine, CA (No Remote) Minimum Qualifications: California State Bar License Job Responsibilities: - Work closely with firm members and clients (in writing, in person, and by telephone) to determine and modify client...

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Posted On Apr 29, 26
Part-time 10 views
Practice Area:
Estate & Tax Planning
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment
Practice Area:
Estate & Tax Planning
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment

Title: Part Time Law Lecturer for LLM/Grad Tax 2026-2027 Job Responsibilities: The **Members Only,** Master of Laws Program is seeking qualified lecturers to teach courses in its American Law . Program and the Graduate Tax Program. The position involves: - Teaching courses such as...

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Posted On Jul 22, 26
Full-time
Practice Area:
Probate
Job Tags:
Conservatorship family Insurance Litigation Probate probate litigation
Practice Area:
Probate
Job Tags:
Conservatorship family Insurance Litigation Probate probate litigation

Title: Litigation Paralegal Job Responsibilities: As a litigation paralegal at the law firm, you will collaborate closely with an attorney to manage an assigned caseload. Your responsibilities will include regular communication with clients, opposing counsel, and court clerks. Key duties encompass: - Guiding...

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Posted On Aug 18, 26
Part-time 3 views
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment

Title: Part Time Law Lecturer for LLM/Grad Tax 2026-2027 Job Responsibilities: The **Members Only,** is seeking qualified lecturers for its Master of Laws Program, which includes both the American Law . Program and the Graduate Tax Program. Lecturers will be responsible for teaching...

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Posted On Aug 20, 26
Contract, Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family HIPAA inheritance Living Trusts Probate Software title Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family HIPAA inheritance Living Trusts Probate Software title Wills

Title: Estate Planning Senior Paralegal Job Responsibilities: The Estate Planning Senior Paralegal is tasked with managing client matters from the initial intake through to execution, funding, deed recording, and final file completion. The role demands exceptional ownership, accuracy, follow-through, and client communication...

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Posted On Aug 13, 26
Full-time 21 views Experience : 5-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Title: Senior Trusts & Estates AttorneyJob Overview: A well-established law firm in Irvine, CA, is seeking a highly experienced Trusts & Estates Attorney to join its sophisticated tax and estate planning group. This role requires advanced knowledge in trust administration,...

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