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Fiduciary Jobs in Orange

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United States
Posted On Sep 21, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management

Title: Estate Planning & Corporate Attorney Job Responsibilities: - Estate Planning: Advise on moderate to advanced estate, trust, gift, and income tax planning strategies, including wealth-transfer structuring, business succession planning, and tax-efficient entity structuring. Draft and structure revocable living trusts, irrevocable gift...

Posted On Sep 02, 26
Full-time 2 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning pleadings Probate

Title Part Time Paralegal Job Responsibilities The Part Time Paralegal at the law firm will be responsible for a variety of tasks essential to the firm's Probate and Estate Planning operations. Key responsibilities include: - Preparing and filing legal pleadings: The paralegal will draft,...

Posted On Sep 09, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning Probate trusts Wills

Overview Law firm is a dedicated legal services firm committed to providing professional, reliable, compassionate Probate Administration, Trust Administration, and Estate Planning Services. Our mission is to deliver stress-free legal solutions while our clients are going through a difficult time, ensuring...

Posted On Sep 22, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
civil litigation Probate
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
civil litigation Probate

Title: Probate Paralegal Job Responsibilities: - Manage a steady stream of probate cases from inception to conclusion. - Draft motions and Temporary Restraining Orders (TROs), particularly in cases involving real estate. - Utilize knowledge of probate law to effectively handle cases. - Apply civil litigation...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth... transfer...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth......

Posted On Jul 20, 26
Full-time 5 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning fiduciary health insurance Insurance pleadings Probate Software trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning fiduciary health insurance Insurance pleadings Probate Software trusts

Title: Paralegal Job Responsibilities: - Assist attorneys with trust administration, including managing and tracking trust assets, coordinating with investment advisors, and preparing trust accountings - Assist with estate planning, including drafting estate planning documents and maintaining client files - Prepare legal documents and correspondence, including...

Posted On Jul 20, 26
Full-time 10 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse civil litigation Conservatorship depositions Estate and Trust Estate Planning evidence fiduciary health insurance Insurance Litigation Probate Transportation
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse civil litigation Conservatorship depositions Estate and Trust Estate Planning evidence fiduciary health insurance Insurance Litigation Probate Transportation

Title: Trust Litigation Attorney Job Responsibilities: - Handle Probate, Trust Litigation, and Conservatorship matters with minimal oversight. - Conduct court appearances, hold depositions, and manage discovery processes. - Work independently and proactively regarding court and client deadlines. - Assist with Probate, Estate Planning, Conservatorship, and...

Posted On May 26, 26
Full-time 7 views Experience : 10-15 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer

Title: Estate Attorney Job Responsibilities: - Advise high-net-worth individuals and family offices on comprehensive estate planning strategies, including wealth transfer, tax planning, and asset protection. - Design and implement sophisticated estate plans, including trusts, business succession structures, and generational planning strategies. - Manage and...

Posted On Jul 31, 26
Full-time 3 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Software trusts Wills

Title: Paralegal Job Responsibilities: As a Legal Assistant within the law firm, you will be responsible for a variety of tasks aimed at supporting the legal team, particularly in the areas of Estate Planning and Trust Administration. Your primary duties will include: -...

Posted On Aug 02, 26
Full-time 1 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Software trusts Wills

Title: Paralegal Job Responsibilities: As a Paralegal at the law firm, you will have a variety of responsibilities that are critical to the functioning of the Estate Planning and Trust Administration areas. Your primary duties will include: - Drafting estate planning documents, such...

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...

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...

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...

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...

Posted On Sep 11, 26
Full-time 1 views Experience : 1-8 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning Probate
Practice Area:
Trusts and Estates - General Estate & Tax Planning Probate

OverviewA law firm seeks a Probate and Trust Attorney in Orange, CA. This role involves providing expert legal counsel and representation in probate law, trust administration, and estate planning. The attorney will work closely with clients to ensure swift and...

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