Inheritance Jobs in Tustin

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United States
Posted On Jul 20, 26
Full-time 5 views Experience : Min 2 yrs required

Title: Paralegal Job Responsibilities: - Assist attorneys with trust administration, including managing and tracking trust assets, coordinating with investment advisors, and preparing trust accountings - Assist with estate planning, including drafting estate planning documents and maintaining client files - Prepare legal documents and correspondence, including...

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Full-time 10 views Experience : Min 3 yrs required

Title: Trust Litigation Attorney Job Responsibilities: - Handle Probate, Trust Litigation, and Conservatorship matters with minimal oversight. - Conduct court appearances, hold depositions, and manage discovery processes. - Work independently and proactively regarding court and client deadlines. - Assist with Probate, Estate Planning, Conservatorship, and...

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Full-time 7 views Experience : 10-15 yrs required

Title: Estate Attorney Job Responsibilities: - Advise high-net-worth individuals and family offices on comprehensive estate planning strategies, including wealth transfer, tax planning, and asset protection. - Design and implement sophisticated estate plans, including trusts, business succession structures, and generational planning strategies. - Manage and...

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Posted On Jul 31, 26
Full-time 2 views Experience : 1-2 yrs required

Title: Paralegal Job Responsibilities: As a Legal Assistant within the law firm, you will be responsible for a variety of tasks aimed at supporting the legal team, particularly in the areas of Estate Planning and Trust Administration. Your primary duties will include: -...

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Posted On Aug 02, 26
Full-time 1 views Experience : 1-2 yrs required

Title: Paralegal Job Responsibilities: As a Paralegal at the law firm, you will have a variety of responsibilities that are critical to the functioning of the Estate Planning and Trust Administration areas. Your primary duties will include: - Drafting estate planning documents, such...

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Full-time Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a community ambassador, representing TurboTax locally and engaging with new prospects to convert them into long-term clients through proactive outreach. - Lead local events, participate in local marketing, and make the topic...

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Full-time Experience : Min 7 yrs required

Title: Relationship Manager, Trust Counsel Job Responsibilities: - Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and...

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Full-time 1 views Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador by representing TurboTax locally and serving as a public face of TurboTax in the community. - Engage with new prospects, nurture leads, and convert prospects into long-term clients...

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Part-time 1 views Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Act as a proactive community ambassador by representing TurboTax locally, engaging with new prospects, nurturing leads, and converting prospects into long-term clients through proactive outreach. - Lead local events with the support of TurboTax,...

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Posted On Sep 02, 26
Full-time 2 views

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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Full-time 1 views Experience : Min 1 yrs required

Overview Law firm is a dedicated legal services firm committed to providing professional, reliable, compassionate Probate Administration, Trust Administration, and Estate Planning Services. Our mission is to deliver stress-free legal solutions while our clients are going through a difficult time, ensuring...

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Posted On Jul 19, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Be a proactive community ambassador by representing TurboTax locally and engaging with new prospects to convert them into long-term clients through outreach. - Lead local events with TurboTax support, participate in...

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Posted On Jul 29, 26
Part-time 1 views Experience : Min 3 yrs required

Title: Tax Associate - TurboTax Store Job Responsibilities: - Be a Proactive Community Ambassador: Represent TurboTax locally, engage with new prospects, nurture leads, convert them into long-term clients, and participate in local marketing and events. - Provide Tax Expertise: Offer hands-on tax advice...

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Posted On Aug 20, 26
Contract, Full-time 1 views Experience : Min 5 yrs required

Title: Estate Planning Senior Paralegal Job Responsibilities: The Estate Planning Senior Paralegal is tasked with managing client matters from the initial intake through to execution, funding, deed recording, and final file completion. The role demands exceptional ownership, accuracy, follow-through, and client communication...

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Full-time 18 views

Title: Estate Planning Attorney - Junior to Mid Level Associate Job Responsibilities: - Conduct consultations with clients to assess their financial and estate planning needs. - Provide tailored legal advice and solutions. - Develop and implement tax strategies to minimize clients’ tax liabilities, including...

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Full-time 17 views Experience : Min 3 yrs required

Title: Attorney, Tax & Estate Planning Job Responsibilities: - Handle advanced estate and income tax planning matters for high?net?worth clients. - Draft highly customized foundational and advanced estate planning documents. - Meet with clients and provide guidance on the design and structure of revocable...

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Posted On Sep 11, 26
Full-time Experience : 1-8 yrs required

OverviewA law firm seeks a Probate and Trust Attorney in Orange, CA. This role involves providing expert legal counsel and representation in probate law, trust administration, and estate planning. The attorney will work closely with clients to ensure swift and...

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