Grantor Trust Jobs in San Leandro

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Note: This job is no longer active.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Note: This job is no longer active.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

Estate Planning Attorney The candidate will be drafting petitions and motions, propounding and responding to discovery, taking and defending depositions and making court appearances. Should have 8+ years of experience. Should have experience working with high net worth clients, guiding them through diverse estate planning issues, including wealth transfer, estate and gift taxation, charitable giving and business succession planning. Must demonstrate history of compete... 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

Trusts & Estates Attorney The candidate will be advising high net worth and ultra-high net worth individuals and family businesses on tax, trust and estate, and business... succession matters. Will be involved in client contact, significant drafting of estate plan documents, and will include providing support to the firm’s estate partners. Should have strong academic credentials (JD degree required; LLM is a bonus). Must have experience drafting complex wills and trusts. Admi... 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

Mateo office of a **Members Only.** Top Ranked Law Firm seeks senior estate planning attorney with 8+ years of experience. The candidate will be responsible for drafting petitions and motions, propounding and responding to discovery, taking and defending depositions... 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