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Fiduciary Jobs in San Dimas

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United States
Posted On Aug 04, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills

Title: Mid-Level Trusts and Estates Attorney Job Responsibilities: Legal Work & Case Management: - Own the full lifecycle of estate planning matters, including intake, strategy, drafting, execution, and follow-up. - Prepare and review legal documents such as wills, revocable living trusts, powers of attorney,...

Posted On Aug 06, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning estates health insurance Insurance Litigation Probate stage statute of limitations trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning estates health insurance Insurance Litigation Probate stage statute of limitations trusts Wills

Title: Trust & Estates Paralegal Job Responsibilities: - Manage the entire case from start to finish, serving as the primary point of contact for the client and acting as a liaison between the attorney and the families served. - Draft, review, and prepare...

Posted On Aug 04, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer

Title: Trust and Estate Coordinator Job Responsibilities: 1. Client Engagement: - Client Relationship Management: Develop and maintain strong relationships with clients to ensure a seamless and satisfactory engagement. - Virtual Consultations: Conduct professional Zoom meetings with clients to develop and present personalized...

Posted On Aug 05, 26
Full-time 79 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate

Firm is looking for an experienced Estate Planning Attorney to join our Ontario Office. The Estate Planning Attorney will provide legal advice and services to clients in all aspects of estate planning, trust administration and probate. This includes, but...

Posted On Jul 02, 26
Full-time 4 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning health insurance Litigation pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning health insurance Litigation pleadings Probate

Title: Paralegal Job Responsibilities: - Conduct legal research and draft legal memoranda. - Prepare pleadings and discovery responses. - Participate in depositions and court appearances. - Draft professional correspondence and communicate effectively with clients. - Support estate planning, probate, and trust administration matters from start to...

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

Title: Paralegal Job Responsibilities: The Paralegal will support attorneys in a full-time, on-site capacity, focusing on estate planning and related legal matters. Key responsibilities include: - Preparing and organizing legal documents necessary for estate planning, probate, and trust administration. - Assisting with probate and...

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

Title: Bilingual Spanish/English Attorney — 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...

Posted On Jul 16, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Workers\' Compensation Law - Employers Workers\' Compensation Law - General
Job Tags:
ADA civil litigation depositions Ethics fiduciary Harassment Insurance insurance defense Litigation partnerships pension pleadings Practice of Law subrogation
Practice Area:
Workers\' Compensation Law - Employers Workers\' Compensation Law - General
Job Tags:
ADA civil litigation depositions Ethics fiduciary Harassment Insurance insurance defense Litigation partnerships pension pleadings Practice of Law subrogation

Title: Sr Paralegal – Workers' Comp Job Responsibilities: - Provides direct pre-trial and trial support for litigated matters of varied complexity. - Assists in drafting, reviewing, filing, and serving pleadings, motions, discovery, and subpoenas. - Reviews and drafts documents for document production requests and...

Posted On Sep 02, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Probate Adoption Law Divorce Law Family Law - General Real Estate - General Trusts and Estates - General
Job Tags:
Business Law depositions divorce escrow Estate Planning Family Law Mediation Probate title trusts
Practice Area:
Estate & Tax Planning Probate Adoption Law Divorce Law Family Law - General Real Estate - General Trusts and Estates - General
Job Tags:
Business Law depositions divorce escrow Estate Planning Family Law Mediation Probate title trusts

Title Part-Time Paralegal Job Responsibilities - Draft, review, and finalize documents related to estate planning, probate, family law, and real estate for attorney review. - Handle court filings at the state and local levels in California, adhering to county-specific procedures and managing hearing reservations. -...

Posted On Jul 20, 26
Full-time 11 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts
Practice Area:
Tax - Private Client Services Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts

Title: Tax Attorney** **Job Responsibilities:** The Tax Attorney will be responsible for handling a variety of legal matters primarily in the areas of estates, trust, tax, business, and wealth planning along with related transactions. Key responsibilities include: - Engaging in business development and...

Posted On Jul 15, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts

Title: Experienced Estate Planning Attorney Job Responsibilities: - Engage in business development and meet with prospective and existing clients for consultations on tax planning and estate planning matters, ranging from simple to complex cases. - Handle pre and post-mortem estate administration. - Draft and...

Posted On Jul 16, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Litigation - Trusts & Estates Probate Trusts and Estates - General
Job Tags:
Estate Planning estates insurance coverage Litigation trusts
Practice Area:
Litigation - Trusts & Estates Probate Trusts and Estates - General
Job Tags:
Estate Planning estates insurance coverage Litigation trusts

Title: Paralegal Job Responsibilities: - Assist in litigation and trust administration matters within the practice areas of Trusts, Estates, Real Estate, and Business Entities. - Maintain proficiency in computer and internet applications, specifically Microsoft applications including Excel spreadsheets, NetDocuments, PracticeMaster/Tabs3, and WealthDocx. - Exhibit...

Posted On Sep 03, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax health insurance Insurance Litigation Partnership Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax health insurance Insurance Litigation Partnership Probate

Overview Law firm has an opening for a Senior Trust Administration Attorney, targeting experienced attorneys in trust and estate law who are eager to assume a leadership role with a credible path to partnership. The role involves managing and overseeing the...

Posted On Jul 03, 26
Full-time 3 views
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance
Job Tags:
appeals Conservatorship domestic relations Ethics fiduciary fiduciary duty Guardianship health insurance Insurance pension retirement funds
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance
Job Tags:
appeals Conservatorship domestic relations Ethics fiduciary fiduciary duty Guardianship health insurance Insurance pension retirement funds

Title: Benefits Staff Counsel Job Responsibilities: - Provide legal support to the Board of Retirement, the Executive Office, the Member Operations Group, and other divisions as needed on a wide range of benefits matters. This includes benefits eligibility (excluding disability), interpretation, and...

Posted On Aug 06, 26
Full-time 23 views Experience : 7-20 yrs required
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General

area law firm is seeking an experienced trust and estate attorney at either the senior associate or partner level. Candidate must live in the San Gabriel Valley....

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