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Fiduciary Jobs in Rancho Santa Fe

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United States
Posted On Jul 20, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Litigation - Trusts & Estates - Plaintiffs
Job Tags:
Alternative Dispute Resolution Asset Protection civil litigation depositions Estate Planning family fiduciary health insurance Insurance Litigation Mediation pleadings Probate probate litigation
Practice Area:
Litigation - Trusts & Estates - Plaintiffs
Job Tags:
Alternative Dispute Resolution Asset Protection civil litigation depositions Estate Planning family fiduciary health insurance Insurance Litigation Mediation pleadings Probate probate litigation

will and trust contests, fiduciary disputes, breach of fiduciary... duty claims, accounting and... surcharge actions, conservatorships, and related proceedings. - Manage cases from intake through trial, handling pleadings, discovery, motion practice, depositions, mediation, and courtroom advocacy. - Develop case strategy and provide...

Posted On Sep 22, 26
Full-time 29 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates family marketing Privacy title trusts wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates family marketing Privacy title trusts wealth management

vacation and personal time off. Professional development and continuing education opportunities. Collaborative, supportive, and inclusive work environment. Opportunity for remote work options. Beautiful office location in the heart of Solana Beach....

Posted On Sep 22, 26
Full-time 34 views Experience : Min 3 yrs required
Practice Area:
Corporate - Venture Capital/Emerging Companies Corporate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
articles of incorporation Asset Protection Business Formation Business Law Estate Planning family health insurance Insurance operating agreements trusts
Practice Area:
Corporate - Venture Capital/Emerging Companies Corporate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
articles of incorporation Asset Protection Business Formation Business Law Estate Planning family health insurance Insurance operating agreements trusts

Firm Seeks Experienced Estate Planning and Business Formation Paralegal H1: Join Our Team as an Estate Planning and Business Formation Paralegal H2: Solana Beach Office Seeking Experienced Paralegal for Estate Planning and Business Formation Are you an...

Posted On Jul 22, 26
Part-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate

Title: Paralegal - Probate and Trust Administration Job Responsibilities: - Assist in drafting estate planning documents, ensuring accuracy and compliance with legal standards. - Manage and oversee trust administration processes, facilitating smooth and efficient operations. - Handle probate matters, providing support in the preparation...

Posted On Sep 07, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning health insurance Insurance pleadings Probate
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning health insurance Insurance pleadings Probate

Title: Paralegal - Estate Planning and Administration Job Responsibilities: - Work with estate planning documents, including trust administration. - Handle probate and conservatorship pleadings. - Prepare accountings related to estate planning and administration. - Respond to client needs in a timely manner. - Provide direct support...

Posted On Jul 21, 26
Full-time 114 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
civil procedure health insurance higher education Insurance Litigation pleadings Software
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
civil procedure health insurance higher education Insurance Litigation pleadings Software

Paralegal The candidate should have ability to look up and comply with the Code of Civil Procedure and local court rules; Prepare, edit, and finalize drafts of correspondence, pleadings, law and motion, and discovery; Legal filing and calendaring; Setting up...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate Planning family Family Law Litigation marriage prenuptial agreement Probate Settlement Agreement title trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate Planning family Family Law Litigation marriage prenuptial agreement Probate Settlement Agreement title trusts Wills

Title: Estate Planning Attorney Job Responsibilities: Counsel & Guide: The Estate Planning Attorney will host warm and empathetic consultation and design sessions with clients, actively listening to their unique stories, values, and family dynamics. This role involves providing expert guidance to ensure...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Probate Estate & Tax Planning Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
ADA agreements brokers contracts divorce Estate Planning estates family Family Law Guardianship marriage Mediation Prenuptial Agreements Probate title
Practice Area:
Probate Estate & Tax Planning Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
ADA agreements brokers contracts divorce Estate Planning estates family Family Law Guardianship marriage Mediation Prenuptial Agreements Probate title

Title: Associate Attorney – Trust Administration and Family Building Job Responsibilities: The Associate Attorney position at the law firm focuses on a blend of family law and probate work. The role involves: - Family Building: Drafting and reviewing surrogacy agreements, parentage orders, donor...

Posted On Aug 31, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Litigation - Construction - General Litigation - Real Estate - Defense Litigation - Commercial
Job Tags:
ADA civil litigation construction depositions Litigation pleadings trials
Practice Area:
Litigation - Construction - General Litigation - Real Estate - Defense Litigation - Commercial
Job Tags:
ADA civil litigation construction depositions Litigation pleadings trials

the community association practice. Key responsibilities include: - Handling cases involving CC&R enforcement, contract and business disputes, breach of fiduciary duty claims, assessment enforcement,... property damage matters, Fair Housing and ADA issues, and construction-related litigation. - Developing case strategy and drafting plea...

Posted On Sep 23, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
ADA Estate Planning estates family fiduciary Financial Institutions HIPAA pleadings Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
ADA Estate Planning estates family fiduciary Financial Institutions HIPAA pleadings Probate Software title trusts Wills

Title: Senior Paralegal - Trusts & Estates Job Responsibilities: The Senior Paralegal - Trusts & Estates at the law firm is responsible for providing substantive case support to attorneys. This includes drafting, research, factual analysis, and workflow management. The role demands strong...

Posted On Jul 15, 26
Full-time Experience : 4-6 yrs required
Practice Area:
Trusts and Estates - General Litigation - Trusts & Estates - Plaintiffs
Job Tags:
appellate civil litigation depositions fiduciary fiduciary litigation Litigation pleadings Probate
Practice Area:
Trusts and Estates - General Litigation - Trusts & Estates - Plaintiffs
Job Tags:
appellate civil litigation depositions fiduciary fiduciary litigation Litigation pleadings Probate

Manage trust, probate, and fiduciary litigation matters from inception... through resolution. - Take and defend depositions, argue motions, and assume a lead or second-chair role at trial. - Develop case strategy and provide day-to-day direction on active matters. - Draft and finalize dispositive...

Posted On Jul 15, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Trusts and Estates - General Litigation - Trusts & Estates - Plaintiffs
Job Tags:
civil litigation document review fiduciary fiduciary litigation Litigation pleadings Probate
Practice Area:
Trusts and Estates - General Litigation - Trusts & Estates - Plaintiffs
Job Tags:
civil litigation document review fiduciary fiduciary litigation Litigation pleadings Probate

to trust, probate, and fiduciary litigation matters. - Conduct... comprehensive legal research and prepare detailed memoranda on California trust, estate, and probate law to support case strategies. - Manage the discovery process, which includes document review, preparing for depositions, and handling...

Posted On Jul 23, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax family fiduciary health insurance HIPAA Insurance limited liability companies partnerships Personal Property Probate Property Management Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax family fiduciary health insurance HIPAA Insurance limited liability companies partnerships Personal Property Probate Property Management Software trusts Wills

Title: Estate Planning Paralegal Job Responsibilities: Estate Planning: - Assist attorneys in the preparation of estate documents, including wills, trusts, powers of attorney for health care and property management, and nominations of guardians. - Assist clients in funding their trusts. - Utilize working knowledge of...

Posted On Sep 07, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary Financial Institutions gift tax health insurance Insurance pleadings Probate probate litigation Software special projects trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary Financial Institutions gift tax health insurance Insurance pleadings Probate probate litigation Software special projects trusts

Title Trust & Estate Paralegal Job Responsibilities The Trust & Estate Paralegal will assist attorneys in estate administrations and support the Probate Litigation group on various matters. Key responsibilities include: - Filing probate documents with courts throughout the State and managing dockets. - Marshaling and...

Posted On Sep 02, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts

Title Associate, Private Client & Tax Job Responsibilities The role of an Associate in the Private Client & Tax team involves substantial engagement in complex estate planning and administration matters. The associate will work closely with partners, paralegals, and other associates, acting as...

Posted On Sep 18, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts

Title: Trusts & Estates Associate Job Responsibilities: - Serve as an independent contributor and key coordinator within the Private Client & Tax team, working closely with partners, paralegals, and other associates. - Play a critical role in bridging day-to-day execution with higher-level strategic...

Posted On Aug 11, 26
Full-time 21 views Experience : 3-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Title: High Net-Worth Estate Planning AttorneyJob Overview: A Solana Beach-based law firm with a long-standing reputation in estate planning and asset preservation is actively seeking a seasoned attorney to join its estate planning practice. The ideal candidate will bring extensive...

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