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Fiduciary Jobs in San Rafael

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United States
Posted On Jul 28, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Employment Law - Wage and Hour - Defense Estate & Tax Planning Probate Employment Law - General Trusts and Estates - General
Job Tags:
employee benefits Employment Contracts Employment Law Estate Planning estates Harassment Labor and Employment Litigation Partnership Probate trusts wage and hour
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Employment Law - Wage and Hour - Defense Estate & Tax Planning Probate Employment Law - General Trusts and Estates - General
Job Tags:
employee benefits Employment Contracts Employment Law Estate Planning estates Harassment Labor and Employment Litigation Partnership Probate trusts wage and hour

Title: Associate Attorney - Employment Practice Group Job Responsibilities: The associate attorney will be responsible for representing companies and individuals in defense of litigation involving human resources management, employment contracts, and employee benefits. The role involves: - Representing employers in court, arbitration, before...

Posted On Aug 12, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
deeds of trust Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax Government Harassment Immigration limited liability companies Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
deeds of trust Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax Government Harassment Immigration limited liability companies Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts

Title: Senior Trust & Estates Paralegal Job Responsibilities: - Manage substantial portions of complex estate and trust administrations. - Prepare asset inventories and assist with valuation, retitling, and distribution of assets. - Assist with the preparation and coordination of federal estate and gift tax...

Posted On Aug 12, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
deeds of trust Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax Government Harassment Immigration limited liability companies Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
deeds of trust Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax Government Harassment Immigration limited liability companies Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts

Title Paralegal Job Responsibilities The paralegal role at the law firm involves a range of responsibilities primarily centered around trust and estate administration, with additional support for real estate, entity, and nonprofit matters. The key duties include: - Managing substantial portions of complex estate...

Posted On Aug 27, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate Planning estates family fiduciary Financial Institutions HIPAA pleadings Probate Software title trusts Wills
Practice Area:
Probate Estate & Tax Planning 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 is responsible for providing substantive case support to attorneys, which includes drafting, research, factual analysis, and workflow management. The role requires strong analytical skills, attention to...

Posted On Aug 16, 26
Full-time 73 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts

Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing...

Posted On Aug 21, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate Planning estates family fiduciary second chair trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate Planning estates family fiduciary second chair trusts

Title: Private Clients, Trusts & Estates Senior Associate / Counsel / Income Partner Job Responsibilities: The attorney in this role will work primarily with two partners who have active and growing practices within the Private Clients, Trusts & Estates practice. Key responsibilities...

Posted On Aug 17, 26
Contract, Full-time 2 views Experience : 3-6 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Conservatorship fiduciary Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Conservatorship fiduciary Probate

petitions for letters of administration, statutory notifications, inventories, accountings, Heggstad petitions, and distributions. - Provide advisory services to trustees regarding their fiduciary duties and ensure compliance... with the California Probate Code. - Utilize summary procedures such as Small Estate Affidavits and Sp...

Posted On Sep 01, 26
Full-time Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family private client trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family private client trusts wealth transfer

Title Attorney - Trusts & Estates Practice Job Responsibilities - Advise clients on multi-generational wealth planning and tax optimization strategies. This role requires direct client contact and acting as a key liaison between clients, their advisors, and the senior supervising...

Posted On Aug 16, 26
Full-time 63 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements conveyance documents deeds of trust Estate Planning estates Partnership Probate Software Taxation trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements conveyance documents deeds of trust Estate Planning estates Partnership Probate Software Taxation trusts

firm, renowned for its specialization in estate planning, taxation, and business transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal...

Posted On Aug 10, 26
Full-time 57 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Taxation trusts

Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a key member of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Providing expert legal guidance and solutions in trust...

Posted On Aug 05, 26
Full-time 22 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates Insurance Litigation Probate trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates Insurance Litigation Probate trusts

Title: Senior Trusts & Estates Paralegal Job Responsibilities: The Senior Trusts & Estates Paralegal is entrusted with a range of duties that require a high level of expertise and experience in the field of Trusts & Estates. These responsibilities include: - Performing legal...

Posted On Sep 02, 26
Full-time 29 views Experience : 5-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family gift tax Living Trusts Partnership private client Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family gift tax Living Trusts Partnership private client Wills

Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The Mid-Level Trust & Estate Transactional Associate will be part of the Family Wealth Planning Practice Group within the Private Client Services department. The primary responsibilities include: - Drafting comprehensive estate plans, including...

Posted On Jul 29, 26
Full-time 16 views Experience : 3-18 yrs required
Practice Area:
Trusts and Estates
Practice Area:
Trusts and Estates

OverviewA law firm seeks a sophisticated estate planning and trust administration attorney in San Rafael, CA, with a minimum of 8-10 years of experience and partnership aspirations. The firm excels in estate planning, administration, corporate and business transactions, real estate,...

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