Trusts Jobs in Santa Rosa

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United States
Full-time 3 views Experience : 1-6 yrs required

Title: Associate Attorney - Trusts & Estates (Hybrid) Job Responsibilities: -... documents such as wills, trusts, powers of attorney, and... advance healthcare directives to ensure clients' wishes are clearly articulated and legally binding. - Tax Planning: The role involves providing clients with advice...

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Posted On Sep 01, 26
Full-time Experience : 1-7 yrs required

processes. - Draft and assemble trusts, wills, and other estate... documents. - Draft special needs trusts and file petitions with... probate court. - Prepare Conservatorships and Probates. - Maintain calendars and files to ensure organized case management. - Manage trust administrations. - Interact with governmental agencies...

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Posted On Sep 09, 26
Full-time 1 views Experience : Min 1 yrs required

related to estate planning, trusts, and probate, ensuring that... these documents meet law firm-specific standards. - Organize and maintain both physical and digital client files and case records. - Proactively monitor emails and anticipate legal tasks, as well as calendar legal dates...

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Posted On Jul 21, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Legal Professional - Estate Planning Group Job Responsibilities: - Draft, edit, and process sophisticated estate planning documents - Prepare revocable and irrevocable trusts, wills, powers of attorney,... and advanced planning instruments - Prepare accountings - Prepare and manage court filings - Draft substantive correspondence - Calendar...

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Full-time 5 views Experience : Min 1 yrs required

Information Job Title: Retirement Staff Attorney Job Responsibilities: The Retirement Staff Attorney at the organization provides essential legal advice and counsel regarding the administration of retirement benefits and the interpretation of retirement laws. This role is integral to the management team, particularly in...

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Posted On Aug 24, 26
Full-time Experience : Min 8 yrs required

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead compliance and consulting services for high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities. - Perform technical reviews of complex individual, partnership, S-corp, trust, estate, gift,...

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Posted On Jul 30, 26
Full-time 2 views Experience : Min 3 yrs required

Title: Litigation Paralegal Job Responsibilities: As a Litigation Paralegal at the law firm, you will play a critical role in supporting attorneys by preparing legal documents, managing case files, and coordinating with clients. Your duties will involve: - Case Management: Maintaining organized physical...

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Full-time 1 views Experience : Min 3 yrs required

Title: Associate Attorney Job Responsibilities: The Associate Attorney position at law firm entails a diverse range of responsibilities that are integral to the practice of law and the support of the firm's clients. Key responsibilities include: - Advising clients on legal matters, analyzing...

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