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Fiduciary Jobs in Upland

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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 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 Aug 30, 26
Full-time 2 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning family fiduciary gift tax Insurance LLC Partnership restructuring Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning family fiduciary gift tax Insurance LLC Partnership restructuring Taxation trusts wealth transfer Wills

Title Senior Estate Planning Attorney Job Responsibilities - Design, draft, and implement advanced estate plans for ultra-high-net-worth individuals and families. This includes creating irrevocable dynasty trusts (IDITs), spousal lifetime access trusts (SLATs), charitable remainder unitrusts (CRUTs), intentionally defective grantor trusts...

Posted On Sep 17, 26
Full-time 82 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills

Planning Lawyer Are you a talented and experienced Estate Planning Lawyer in Nevada looking for a new and exciting opportunity? Look no further! Our Nevada office is currently seeking a motivated and skilled professional to join our team as...

Posted On Sep 22, 26
Full-time 48 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills

Planning Lawyer – Join a Dynamic and Growing Law Firm in Nevada! H1: Estate Planning Lawyer Opportunity in Nevada H2: Join a Leading Law Firm and Make a Difference in Clients’ Lives Are you a talented and experienced...

Posted On Sep 24, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

Title: Estate Planning Attorney Job Responsibilities: - Conduct initial consultations with clients to understand their estate planning needs and objectives. - Identify appropriate strategies to meet client objectives and provide recommendations, including advising on suitable types of trusts. - Draft estate planning documents such...

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 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 Jun 26, 26
Full-time 4 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions health insurance Probate Profit Sharing Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions health insurance Probate Profit Sharing Software trusts Wills

Title: Senior Paralegal - Trusts, Estates & Trust Administration Job Responsibilities: The Senior Paralegal at the law firm will be responsible for managing trust administration matters from inception to completion. This includes gathering assets, coordinating with financial institutions, preparing accountings, and drafting...

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 Sep 21, 26
Full-time 1 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,...

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