Trusts Jobs in Temecula

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United States
Full-time 36 views Experience : Min 3 yrs required

advice on estate planning and wealth transfer strategies to individuals, couples, and business owners. - Review and customize legal documents related to trusts and estates, such as... wills, trusts, powers of attorney, and... trust transfer documentation. - Oversee the administration of trusts...

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Posted On Aug 07, 26
Full-time 65 views Experience : 2-2 yrs required

Title: Estate Planning Paralegal Job Responsibilities: - Draft legal documents, including estate plans using Wealth Docx, pleadings, discovery, settlement agreements, and other court documents. - Organize, review, and manage documents in both paper and electronic formats. - Perform procedural tasks in California probate courts,...

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Posted On Aug 07, 26
Full-time 56 views Experience : Min 3 yrs required

Title: Litigation Paralegal Job Responsibilities: - Manage a reasonable caseload of civil litigation and trust litigation matters, ensuring all aspects are handled efficiently and effectively. - Perform legal research and collaborate with attorneys to develop and present compelling legal arguments. - Complete legal forms...

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Posted On Jun 19, 26
Full-time 5 views Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: As a Paralegal at the law firm, you will be integral to supporting our attorneys and clients in family law, estate planning, and mediation matters. Your role will be multifaceted, involving collaboration with our admin and paralegal staff...

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

Tax Associate - TurboTax Store Duties: The candidate will enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach....

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

Expert - TurboTax Store Duties: The candidate will serve customers both in-person and virtually using TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a...

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Posted On Jul 29, 26
Full-time Experience : Min 3 yrs required

Associate - TurboTax Store The candidate will leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage...

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Posted On Aug 06, 26
Full-time

Assistant Job Title: Administrative Assistant About Law Firm For decades, the law firm has been a trusted name in default legal services, providing comprehensive solutions to mortgage servicers, banks, investors, and other financial institutions. The law firm's success is built on a deep...

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Posted On Aug 13, 26
Contract, Full-time Experience : Min 3 yrs required

Expert - Turbotax Store Duties: The candidate will serve customers both in-person and virtually using the company's TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving...

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Full-time 1 views Experience : 2-7 yrs required

Title: Family Law Attorney Job Responsibilities: - Take ownership of family law cases, including complex and high-asset cases. - Work directly with the Managing Partner, senior attorneys, Partners, and Certified Family Law Specialists, or independently manage a personal caseload depending on experience level. -...

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Posted On Aug 30, 26
Full-time 1 views

Title: Intake Attorney Job Responsibilities: - Conduct phone consultations with prospective clients to assess their needs and determine case fit. - Coordinate strategic meetings with litigators to discuss potential cases and client needs. - Build rapport and establish trust with prospective clients to convert...

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Posted On Sep 03, 26
Full-time

skills. Key responsibilities include: - Meeting with clients to gather necessary information about their family, finances, and wishes to facilitate estate planning. - Drafting Estate Planning documents such as Wills, Trusts, Deeds, and Powers of... Attorney. - Preparing various trust or estate administration...

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Posted On Jul 17, 26
Full-time 9 views Experience : Min 2 yrs required

Title: Paralegal Job Responsibilities: - Assist attorneys with all aspects of probate and estate administration, including drafting legal documents, preparing court filings, and managing case files. - Communicate with clients, probate courts, and other parties involved in the probate proceedings. - Conduct legal research...

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

Tax Associate - TurboTax Store Duties: The candidate will enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach....

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

Expert - TurboTax Store Duties: The candidate will serve customers both in-person and virtually using TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a...

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Posted On Jul 29, 26
Full-time Experience : Min 3 yrs required

Associate - TurboTax Store The candidate will leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage...

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Full-time Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store **Job Responsibilities:** - Serve as a proactive community ambassador by representing TurboTax locally, engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. - Lead and participate in local events with TurboTax's...

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Posted On Aug 12, 26
Full-time 2 views Experience : Min 1 yrs required

boutique law firm is actively seeking a Client Specialist, a pivotal role focused on delivering outstanding client service and nurturing the relationship between clients and the firm's attorneys and legal teams. This position is essential in ensuring a seamless, professional,...

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Posted On Jun 15, 26
Full-time 19 views Experience : 2-8 yrs required

OverviewA law firm seeks an experienced Trust and Estate Attorney to join its estate planning and litigation department in Temecula, California. This role offers a supportive environment, a reasonable workload, and the opportunity to contribute to a thriving small ...

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