Fiduciary Jobs in Santa Monica

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Full-time 4 views Experience : 1-3 yrs required

Title: Associate Attorney - Trusts & Estates Job Responsibilities: - Work closely with senior attorneys to develop a broad understanding of Trusts & Estates. - Engage in continuous legal education within the Trusts & Estates practice area. - Draft Estate Planning documents such as...

Posted On Sep 22, 26
Full-time 1 views Experience : Min 3 yrs required

Abuse Paralegal Job Title: Elder Abuse Litigation Paralegal Job Responsibilities: - Assist attorneys with elder abuse litigation matters from the initial case intake through to trial. - Draft and review key legal documents including pleadings, discovery, subpoenas, correspondence, and demand packages. - Prepare and organize...

Full-time 2 views Experience : Min 5 yrs required

Title: Trusts & Estates Attorney (Seasoned / Senior-Level) Job Responsibilities: - Advise high-net-worth individuals and families on comprehensive estate and trust planning strategies. - Draft and structure wills, revocable and irrevocable trusts, powers of attorney, and related estate planning documents. - Design tax-efficient wealth...

Posted On Sep 03, 26
Full-time 32 views Experience : Min 7 yrs required

Title: Tax Senior Manager - High Net Worth Tax Job Responsibilities: As a Tax Senior Manager in the high-net-worth tax practice, the primary responsibilities include: - Working with individual tax clients to assist them with the transition of wealth from one...

Posted On Aug 20, 26
Full-time 6 views Experience : 3-5 yrs required

Title: Probate Litigation Paralegal Job Responsibilities: - Support attorneys with probate litigation matters including trust disputes, conservatorships, and contested estates. - Draft, file, and manage legal documents such as petitions, motions, and court filings. - Coordinate case calendars, deadlines, and court appearances. - Communicate with...

Posted On Jul 21, 26
Full-time 4 views Experience : 3-3 yrs required

Assistant - Estate Planning Job Title Legal Assistant - Estate Planning Job Responsibilities The legal assistant will be responsible for supporting attorneys and paralegals in the estate planning practice group. Key duties include: - Assisting multiple attorneys in the creation, review, and revision of estate...

Posted On Jul 26, 26
Part-time 1 views

Title: Administrative Assistant or Paralegal Job Responsibilities: - Provide administrative support in a fast-paced probate, trust administration, and estate planning environment. - Organize and manage various tasks and projects to ensure the smooth operation of the law firm. - Utilize proficient communication skills to...

Posted On Jul 30, 26
Full-time 1 views

Overview We are seeking a dynamic and organized Front Desk Receptionist and Legal Assistant to join our busy law office. This vital role combines front desk responsibilities with comprehensive legal support, ensuring smooth daily operations and exceptional client service. The ideal...

Full-time 1 views

Summary We are seeking a dynamic and experienced Managing Attorney/Managing Hearing Representative to lead our legal team in providing exceptional advocacy and legal counsel across a diverse range of practice areas. This pivotal role involves overseeing case management, directing legal strategies,...

Posted On Aug 23, 26
Full-time 1 views Experience : 3-5 yrs required

Claims Examiner, Management Liability The candidate will resolve moderate to high complexity and moderate to high exposure claims which can be subject to disputes that must be resolved in mediation or litigation. Handle claims from coverage enquiry through legal liability...

Posted On Aug 07, 26
Full-time 1 views Experience : Min 8 yrs required

Title: Senior Trusts & Estates Tax Professional Job Responsibilities: The Senior Trusts & Estates Tax Professional is responsible for a comprehensive range of estate administration tasks. This includes assisting the law firm's attorneys in managing estates, funding post-death irrevocable trusts, preparing and...

Full-time 2 views Experience : Min 5 yrs required

Title: Private Client Services Partner Job Responsibilities: The Private Client Services Partner is responsible for expanding the private client practice within the law firm, specifically targeting high-net-worth individuals, families, and fiduciaries. The core duties include advising clients on complex estate planning, asset...

Full-time 8 views Experience : 5-9 yrs required

Title: Private Client Services Associate (Mid-Level to Senior) Job Responsibilities: The Private Client Services Associate will be part of the Private Client Services department at the law firm. The responsibilities of this position include: - Counseling clients on core estate planning, privacy structures,...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 18 yrs required

Title: PCT&E Senior Paralegal Specialist Job Responsibilities: This position operates under the direct supervision of a lawyer and provides substantive legal services. The lawyer may delegate any task typically performed by a lawyer to a Senior Paralegal Specialist, except those prohibited to...

Posted On Sep 18, 26
Full-time 13 views Experience : 3-7 yrs required

Title: Trust & Estate Paralegal Job Responsibilities: - Manage substantial portions of estate and trust administrations in a sophisticated environment with appropriate supervision. - Prepare asset inventories and assist with valuation, retitling, and distribution of assets. - Draft and coordinate Federal estate and gift...

Full-time 3 views Experience : Min 8 yrs required

Title: Private Clients, Trusts & Estates Senior Associate / Counsel/ Income Partner Job Responsibilities: The position involves joining the Private Clients, Trusts & Estates practice at a law firm, working primarily with two partners who have active and growing practices. The attorney...

Posted On Jul 20, 26
Full-time 1 views Experience : 1-8 yrs required

OverviewA law firm seeks an Associate Attorney in Santa Monica, CA, with 1-3 years of experience, to join their Trusts & Estates practice. The role involves working closely with senior attorneys to develop expertise in Estate Planning, Probate, Trust Administration,...

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