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Trusts Jobs in Upland

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United States
Posted On Aug 04, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills

Job Title: Mid-Level Trusts and Estates Attorney Job Responsibilities: Legal... review legal documents such as wills, revocable living trusts, powers of attorney, advance... healthcare directives, and related instruments. - Advise clients on estate tax planning, asset titling, beneficiary designations, and trust funding. - Hand...

Posted On Aug 06, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning estates health insurance Insurance Litigation Probate stage statute of limitations trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning estates health insurance Insurance Litigation Probate stage statute of limitations trusts Wills

liaison between the attorney and the families served. - Draft, review, and prepare estate planning documents such as trusts, wills, powers of attorney,... and healthcare directives. - Prepare and file probate petitions, accountings, inventories, and appraisals in compliance with California Probate Code....

Posted On Aug 04, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer

Title: Trust and Estate Coordinator Job Responsibilities: 1. Client Engagement: - Client Relationship Management: Develop and maintain strong relationships with clients to ensure a seamless and satisfactory engagement. - Virtual Consultations: Conduct professional Zoom meetings with clients to develop and present personalized...

Posted On Aug 05, 26
Full-time 79 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate

probate. This includes, but is not limited to: Drafting wills, trusts, powers of attorney, and... other estate planning documents Advising clients on structuring their estates to meet their goals and objectives Preparing estate tax returns...

Posted On Jul 02, 26
Full-time 4 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning health insurance Litigation pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning health insurance Litigation pleadings Probate

Title: Paralegal Job Responsibilities: - Conduct legal research and draft legal memoranda. - Prepare pleadings and discovery responses. - Participate in depositions and court appearances. - Draft professional correspondence and communicate effectively with clients. - Support estate planning, probate, and trust administration matters from start to...

Posted On Jul 08, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
General Practice - Transactional & Litigation Litigation - eDiscovery
Job Tags:
agreements Software
Practice Area:
General Practice - Transactional & Litigation Litigation - eDiscovery
Job Tags:
agreements Software

Title** Legal Administrative Assistant **Job Responsibilities** *Front Office & Client Communication* - Answer incoming calls from clients and opposing counsel; route calls to the appropriate team member or take detailed messages and relay them promptly by email. - Process client payments over the phone (trust...

Posted On Jul 20, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Tax - State & Local Tax - General
Job Tags:
equity estates Government marketing Software Taxation
Practice Area:
Tax - State & Local Tax - General
Job Tags:
equity estates Government marketing Software Taxation

Title: Tax Associate - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador for TurboTax, representing the brand locally and engaging with new prospects. - Lead local events with TurboTax support, participating in marketing efforts to make taxes accessible. - Provide hands-on...

Posted On Jul 20, 26
Full-time Experience : Min 4 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
divorce Family Law
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
divorce Family Law

Title: Attorney — Emphasis In Family Law Job Responsibilities: - Provide outstanding representation to clients going through divorce and custody battles. - Build and maintain trusted relationships with clients. - Litigate family law matters effectively. - Utilize excellent negotiation skills to achieve favorable settlements. - Review...

Posted On Jul 21, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

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...

Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity Government marketing Software Taxation
Job Tags:
equity Government marketing Software Taxation

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...

Posted On Jul 30, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Tax - General Tax - Federal
Job Tags:
Affirmative Action criminal equity fraud Government marketing Privacy Software Taxation
Practice Area:
Tax - General Tax - Federal
Job Tags:
Affirmative Action criminal equity fraud Government marketing Privacy Software Taxation

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

Posted On Sep 08, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Litigation - General (consumer) Personal Injury Defense Insurance Coverage Insurance Defense - General Trucking and Auto Defense Litigation - eDiscovery General
Job Tags:
civil litigation company policies Ethics Insurance Litigation pleadings Software stage trials
Practice Area:
Litigation - General (consumer) Personal Injury Defense Insurance Coverage Insurance Defense - General Trucking and Auto Defense Litigation - eDiscovery General
Job Tags:
civil litigation company policies Ethics Insurance Litigation pleadings Software stage trials

Counsel Job Title: Staff Counsel Job Responsibilities: - Litigation Management and Execution: Independently manage all phases of litigation involving claims of moderate to heavy value (up to approximately $50,000 exposure). Conduct comprehensive legal research, draft precise pleadings, motions, and other legal documents....

Posted On Aug 20, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Expert - Expert Center (West) Duties: The candidate will work with a primary focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists...

Posted On Sep 14, 26
Full-time 1 views Experience : 12-18 yrs required
Job Tags:
asset management banking credit facilities criminal FINRA mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities criminal FINRA mortgage loans private client shareholders

Title: Private Client Advisor II Job Responsibilities: - Lead the Client Management Process to identify new business development opportunities. - Acquire new clients and deepen client relationships to achieve business development goals. - Build and maintain an internal and external network to support business...

Posted On Sep 02, 26
Full-time 3 views Experience : Max 2 yrs required
Practice Area:
Corporate - General Litigation - Trusts & Estates - Defense Real Estate - General
Job Tags:
civil litigation depositions health insurance Insurance Probate
Practice Area:
Corporate - General Litigation - Trusts & Estates - Defense Real Estate - General
Job Tags:
civil litigation depositions health insurance Insurance Probate

Title: Associate Attorney Job Responsibilities: - Meet with and advise clients, providing legal counsel and guidance. - Engage in meet and confer sessions with opposing counsel to discuss case details and potential resolutions. - Manage a diverse caseload within the civil litigation department, focusing...

Posted On Sep 03, 26
Full-time 6 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities: - Advising and consulting on estate planning processes to formulate plans from a tax perspective, focusing on cash flow projections, income distribution, business succession, estate preservation,...

Posted On Jul 21, 26
Contract, Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

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....

Posted On Jul 21, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

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...

Of Counsel Attorney

Recruiter • **Members Only** Ontario, CA

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Posted On Aug 09, 26
Full-time 7 views Experience : 1-8 yrs required
Practice Area:
Litigation - Commercial General Practice - Transactional & Litigation
Practice Area:
Litigation - Commercial General Practice - Transactional & Litigation

OverviewA law firm seeks an experienced Of Counsel Attorney in Ontario, California, and surrounding areas. This remote position requires a professional capable of handling complex legal matters and providing strategic counsel to litigation and provide accurate legal counsel to...

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