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Wealth Transfer Jobs in Santa Rosa

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United States
Posted On Jun 30, 26
Full-time 3 views Experience : 1-6 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates gift tax Probate trusts wealth transfer Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates gift tax Probate trusts wealth transfer Wills

Title: Associate Attorney - Trusts & Estates (Hybrid) Job Responsibilities: - Estate Planning: The Associate Attorney will be responsible for developing and implementing comprehensive estate plans. This includes drafting essential documents such as wills, trusts, powers of attorney, and advance healthcare directives...

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The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.

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Senior Wealth Strategist The candidate will... consult with high net worth clients regarding their wealth management needs with particular... attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning,... charitable planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions and... 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Note: This job is no longer active.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

Planning Attorney The candidate must have 3-5 years of recent experience designing plans for high net worth clients, designing and drafting irrevocable trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts, as well as experience in complex trust administration. The Associate Attorney position requires superior analytical, communication, drafting, writing, and research sk... 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

Secretary – Trust & Estate/Probate Duties: Using the firm’s word processing and document management software, keys, prepares and processes correspondence and memoranda as well as complex legal documents according to the requirements set by each practice group. Composes and drafts routine cover letters and documents. Proofreads documents and checks for appropriate formatting, spelling and grammar. Prepares revisions and redlines documents as directed. Coordinates length... 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

Secretary - Trust & Estates Duties: Using the firm’s word processing and document management software, keys, prepares and processes correspondence and memoranda as well as complex legal documents according to the requirements set by each practice group. Composes and drafts routine cover letters and documents. Proofreads documents and checks for appropriate formatting, spelling and grammar. Prepares revisions and redlines documents as directed. Coordinates lengthy and c... 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

Planning Paralegal The candidate should be an experienced estate planning / trust administration paralegal to join the practice group. Must be highly motivated, detail orientated, a team player with a positive attitude. Ideal candidates will possess excellent organizational skills, written/verbal communication skills and time management skills. Prefer 3 years of experience in estate planning, trust administration and probate as: Preparation of Revocable Trusts & Irrev... 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

Paralegal - Estate Planning The candidate ‘must have 3 years of experience in estate planning, trust administration and probate as follows: Preparation of Revocable Trusts & Irrevocable Trusts; Preparation of Wills, Powers of Attorney, Advance Health Care Directives, and related documents; Preparation of Deeds and related documents for the transfer of real property title;... Trust Administration Accounting Preparation; Meeting with clients to understand their wishes and review... 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

Senior Wealth Strategist The candidate will... consult with high net worth clients regarding their wealth management needs with particular... attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning,... charitable planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions and... 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

& Final Signing Paralegal Duties: Working directly with clients in both the preparation and execution of their estate plans, as well as transferring clients’ various assets into said estate plans. Assist in transferring assets for clients into their estate plans. Close out files and prepare for storage.... 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

Senior Wealth Strategist The candidate will... consult with high net worth clients regarding their wealth management needs with particular... attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning,... charitable planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions and... 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

Tax Manager / Director - Industry Professional The candidate will be responsible for: Manage and develop relationships with great clients. Assist clients with meeting their tax and financial planning objectives by using a range of tools (including wealth transfer and estate planning).... Research and draft technical tax memoranda on various tax issues for clients. Review and sign a variety of tax returns and serve as a subject matter expert when appropriate. Be creative with st... 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

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