Grantor Trust Jobs in Redwood City

WM Senior Estate Settlement Specialist (LO) Duties: Responsible for delivery and oversight of death settlement services related to the largest and most complex estates and deceased grantor trust accounts. Review and... implementation of complex estate planning documents, identify problems and issues, offer solutions, manage beneficiary and COI expectations, work with internal partners, help make post-mortem elections, oversee the collection of assets, review fiduciary tax ret... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

WM Estate Advisory Specialist (LO) Duties: Responsible for the proactive marketing, promotion, delivery, and oversight of death settlement services related accounts (deceased grantor trusts, marital trusts, agency... for personal representative or trustee accounts). Provides direct interaction with co-fiduciaries, centers of influence, and beneficiaries in a professional and empathetic manner which results in the delivery of outstanding client service by keeping them proactiv... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Wealth Management Senior Fiduciary Advice Specialist (Lo) The candidate will be responsible for the proactive marketing, promotion, delivery, and oversight of death settlement services related accounts (deceased grantor trusts, marital trusts, agency... for personal representative or trustee accounts). This position is seen as a subject matter expert and provides direct interaction with co-fiduciaries, centers of influence, and beneficiaries in a professional and empathetic man... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Wealth Management Senior Estate Advisory Specialist (Lo) The candidate will be responsible for the proactive marketing, promotion, delivery, and oversight of death settlement services related accounts (deceased grantor trusts, marital trusts, agency... for personal representative or trustee accounts). This position is seen as a subject matter expert and provides direct interaction with co-fiduciaries, centers of influence, and beneficiaries in a professional and empathetic mann... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

SWS Advisory Specialist (LO) II The candidate will be responsible for the proactive marketing, promotion, delivery, and oversight of death settlement services related accounts (estates, deceased grantor trusts, marital trusts, agency... for personal representative or trustee accounts). This position is seen as a subject matter expert and provides direct interaction with co-fiduciaries, centers of influence, and beneficiaries in a professional and empathetic manner which results... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

SWS Advisory Spclst (LO) 2 The candidate will be responsible for the proactive marketing, promotion, delivery, and oversight of death settlement services related accounts (estates, deceased grantor trusts, marital trusts, agency... for personal representative or trustee accounts). This position is seen as a subject matter expert and provides direct interaction with co-fiduciaries, centers of influence, and beneficiaries in a professional and empathetic manner which results in t... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

SWS Advisory Specialist II The candidate will be responsible for the proactive marketing, promotion, delivery, and oversight of death settlement services related accounts (estates, deceased grantor trusts, marital trusts, agency... for personal representative or trustee accounts). This position is seen as a subject matter expert and provides direct interaction with co-fiduciaries, centers of influence, and beneficiaries in a professional and empathetic manner which results in t... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Planning Associate Candidate must have primary responsibility for many clients with basic estate planning needs, and work under the close guidance of T&E partners on complex estate planning issues for high-net-worth individuals, including entrepreneurs and long-established families. Must have: Strong academic credentials. Admitted to practice in CA. 3-5 years estate planning and estate administration experience (recent Taxation . graduates also considered). Excell... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Paralegal The candidate will be responsible for performing the following under the supervision of attorneys in the practice section: assisting with the preparation of various estate planning documents, including wills, trusts, real estate deeds and other related instruments; assisting with trust funding, asset allocation and... distribution of assets upon trust termination; and assisting with... ongoing trust administration and with probate... matters, including the preparation of pr... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Park office of our client seeks mid-level estate planning attorney with 3-5 years of experience. The candidate will have primary responsibility for many clients with basic estate planning needs, and work under the close guidance of the T&E partners on... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here