Trust and Estate Specialist

4 weeks ago


Irvine, California, United States U.S. Bank Full time
Job Summary

U.S. Bank is seeking a Trust and Estate Specialist to join our team. As a key member of our fiduciary services team, you will be responsible for reviewing and interpreting trust agreements, wills, and other estate planning documents. You will also coordinate information between clients, external attorneys, and internal specialists to ensure accurate, timely, and efficient estate settlement.

Key Responsibilities
  • Review and interpret trust agreements, wills, and other estate planning documents
  • Coordinate information between clients, external attorneys, and internal specialists
  • Administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures
Requirements
  • Bachelor's degree or equivalent work experience
  • Eight or more years of personal trust and/or estate planning experience
  • Advanced knowledge of estate settlement, gifting, income, estate, and multi-generational taxation and trusts
  • Advanced knowledge of fiduciary services
  • Well-developed analytical and problem-solving skills
  • Ability to make critical decisions independently
  • Excellent writing, speaking, and presentation skills
Benefits
  • Comprehensive benefits package, including incentive and recognition programs
  • Equity stock purchase 401(k) contribution and pension
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation and sick leave
  • Up to 11 paid holiday opportunities


  • Irvine, California, United States U.S. Bank Full time

    Job SummaryWe are seeking a highly skilled Trust and Probate Specialist to join our team at U.S. Bank. As a key member of our fiduciary services team, you will be responsible for reviewing and interpreting trust agreements, wills, and other estate planning documents.Key ResponsibilitiesCoordinate information between clients, external attorneys, and internal...


  • Irvine, California, United States Falcon Rappaport and Berkman LLP Full time

    Falcon Rappaport and Berkman LLP is a rapidly growing law firm focusing on Real Estate, Estate Planning and Administration, Taxation, and Corporate matters. We are seeking a Trust and Estates Planning Associate to assist our partners in managing transactions. The ideal candidate will have a minimum of 5 years' experience in estate planning and trust...


  • Irvine, California, United States Falcon Rappaport and Berkman LLP Full time

    Falcon Rappaport & Berkman LLPWe are seeking a skilled Trusts and Estates Planning Associate to join our team.Job SummaryThis is a challenging and rewarding opportunity to work in a rapidly growing law firm, focusing on Real Estate, Estate Planning and Administration, Taxation, and Corporate matters.Key ResponsibilitiesHandling all stages of estate planning...


  • Irvine, California, United States Jobot Full time

    Job Summary:Orange county real estate firm is seeking a highly skilled and experienced Trust and Estates Attorney to join our dynamic team. As a Trust and Estates Attorney, you will play a crucial role in providing legal advice and services to our clients. This role requires a deep understanding of estate planning, trust administration, and tax law, with an...


  • Irvine, California, United States U.S. Bank Full time

    We're on a journey to excel in our field. At U.S. Bank, we help our customers and businesses make informed financial decisions, and we empower the communities we serve to grow and thrive.Our comprehensive range of opportunities allows you to discover your strengths and grow your career at every stage.Try new things, learn new skills, and discover what you...


  • Irvine, California, United States Jobot Full time

    We're a small, tight-knit law firm, Jobot, specializing in estate planning, trust administration, and probate law. If you're looking for a supportive team environment with no internal competition and a focus on supporting families, this is your spot.Key Responsibilities:Assisting our leading expert, Charlotte, with estate planning, trust administration, and...


  • Irvine, California, United States Jobot Full time

    Job OpportunityWe are seeking a highly skilled Tax Partner with expertise in Estate and Trust taxation to join our team.About the RoleAs an Estate and Trust Tax Partner, you will be responsible for providing expert advice on estate planning, gift tax, and fiduciary matters to our clients.Key ResponsibilitiesOversee and manage a diverse portfolio of clients,...


  • Irvine, California, United States Jobot Full time

    Family-Friendly Estate Planning OpportunityWe're a small, tight-knit law firm specializing in estate planning, trust administration, and probate law. We're looking for an Estate Planning, Trust Administration, and Probate Attorney who can be a sidekick to our leading expert, Charlotte. You'll work closely with her to develop and make an impact.Key...


  • Irvine, California, United States Jobot Full time

    We're a dynamic law firm seeking an experienced Estate Planning and Trust Administration Attorney to join our team. As a key member of our team, you'll work closely with our leading expert, Charlotte, to manage a growing caseload and provide exceptional support to clients.Key Responsibilities:Assist with estate planning, trust administration, and probate...


  • Irvine, California, United States Jobot Full time

    About the RoleWe're seeking an experienced Estate Planning and Trust Administration Attorney to join our team at Jobot. As a key member of our team, you'll work closely with our leading expert, Charlotte, to provide exceptional support to clients in estate planning, trust administration, and probate law.Key ResponsibilitiesAssist with estate planning, trust...


  • Irvine, California, United States Jobot Full time

    We are seeking a Tax Partner with expertise in Trust & Estate to join our growing firm.This role is hosted by Jobot.As an Estate and Trust Tax Partner, you will:1. Oversee and manage a diverse portfolio providing clients with expert advice on estate planning, gift tax, and fiduciary matters.2. Develop and implement tax planning strategies to optimize...


  • Irvine, California, United States Jobot Full time

    About the RoleWe're seeking an experienced Estate Planning and Trust Administration Attorney to join our team at Jobot. As a key member of our team, you'll work closely with our leading expert, Charlotte, to provide exceptional support to clients in estate planning, trust administration, and probate law.Key Responsibilities:Assist with the growing caseload...


  • Irvine, California, United States Jobot Full time

    We are seeking a Tax Partner with expertise in Trust and Estate to join our growing firm. As an Estate and Trust Tax Partner, you will oversee and manage a diverse portfolio providing clients with expert advice on estate planning, gift tax, and fiduciary matters.Key Responsibilities:Develop and implement tax planning strategies to optimize clients' financial...


  • Irvine, California, United States Jobot Full time

    About the RoleWe're seeking an experienced Estate Planning and Trust Administration Attorney to join our team at Jobot. As a key member of our team, you'll work closely with our leading expert, Charlotte, to manage a growing caseload and provide exceptional support to clients.Key Responsibilities:Assist with estate planning, trust administration, and probate...


  • Irvine, California, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Tax Partner with expertise in Trust and Estate matters to join our growing firm.Key ResponsibilitiesOversee and manage a diverse portfolio of clients, providing expert advice on estate planning, gift tax, and fiduciary matters.Develop and implement tax planning strategies to optimize clients' financial...

  • Tax Partner

    3 weeks ago


    Irvine, California, United States Jobot Full time

    We are seeking a Tax Partner with expertise in Trust & Estate matters to join our growing firm. As a full-service professional accounting firm ranking in the top 100, we are regularly recognized as one of the "Best Accounting Firms to Work For" by Accounting Today. Our refreshing workplace culture features fun in-house events, generous health benefits, and a...


  • Irvine, California, United States Jobot Full time

    Estate Planning ServicesJobot is seeking a skilled Paralegal to join our team in the area of Estate Planning Law. The ideal candidate will have a strong background in drafting and executing wills, trusts, and other estate planning documents. Key Responsibilities:• Assist in all aspects of estate planning, including drafting and execution of wills, trusts,...


  • Irvine, California, United States Jobot Full time

    Firm OverviewJobot is a leading provider of legal services in the areas of charitable planning, tax, and estate planning. We are seeking an experienced Estate Planning Paralegal to join our team.Job SummaryThe successful candidate will assist in all aspects of estate planning, including the drafting and execution of wills, trusts, and other estate planning...


  • Irvine, California, United States Jobot Full time

    About the Role:This is an exciting opportunity to join Jobot as an Estate Planning Paralegal. As a key member of our team, you will be responsible for assisting in all aspects of estate planning, including drafting and executing wills, trusts, and other legal documents. You will also be working closely with attorneys and other paralegals to ensure that all...


  • Irvine, California, United States Center Street Lending Full time

    Job Title: Real Estate Acquisition SpecialistAt Center Street Lending, we are seeking a highly skilled Real Estate Acquisition Specialist to join our team. As a key member of our acquisitions team, you will be responsible for identifying and acquiring distressed real estate properties in Southern California.Responsibilities:Acquire distressed real estate...