Current jobs related to Trusts and Estates Legal Advisor - Santa Ana, California - Copenbarger & Copenbarger

  • Senior Legal Advisor

    1 week ago

    Santa Ana, California, United States Huisong Pharmaceuticals Full time

    About Huisong PharmaceuticalsHuisong Pharmaceuticals is a leading developer and manufacturer of premium-quality natural ingredients for the pharmaceutical, nutraceutical, food & beverage, and personal care industries. We are committed to advancing the world of health and nutrition through scientific innovation and sustainability-focused sourcing.Job...

  • Senior Legal Advisor

    1 week ago

    Santa Ana, California, United States Huisong Pharmaceuticals Full time

    About Huisong PharmaceuticalsHuisong Pharmaceuticals is a leading developer and manufacturer of premium-quality natural ingredients for the pharmaceutical, nutraceutical, food & beverage, and personal care industries. With a strong commitment to scientific innovation and sustainability-focused sourcing, Huisong continues to advance the world of health and...

  • Trust and Estate Litigation Paralegal

    4 weeks ago

    Santa Monica, California, United States Rufca Recruiting Full time

    Trust and Estate Litigation Paralegal OpportunityRufca Recruiting is seeking a highly skilled Trust and Estate Litigation Paralegal to join our client's team in Irvine. As a key member of the litigation team, you will play a vital role in supporting attorneys in trust and estate litigation matters.Responsibilities:Monitor and report on case status,...

  • Trust and Estate Litigation Paralegal

    1 month ago

    Santa Monica, California, United States Rufca Recruiting Full time

    Trust and Estate Litigation Paralegal OpportunityRufca Recruiting is seeking a highly skilled Trust and Estate Litigation Paralegal to join our client's team in Irvine. As a key member of the litigation team, you will play a vital role in supporting attorneys in trust and estate litigation matters.Responsibilities:Monitor and report on case status,...

  • Trust and Estate Litigation Paralegal

    1 week ago

    Santa Monica, California, United States Rufca Recruiting Full time

    Rufca Recruiting is seeking a highly skilled Trust and Estate Litigation Paralegal to join our team in Irvine. As a key member of our litigation team, you will play a vital role in assisting attorneys with trust and estate litigation matters.Responsibilities include:Monitoring and reporting on case status and identifying matters outside of established...

  • Trust and Estates Litigation Paralegal

    1 month ago

    Santa Monica, California, United States Rufca Recruiting Full time

    Trust and Estate Litigation Paralegal OpportunityRufca Recruiting is seeking a highly skilled Trust and Estate Litigation Paralegal to join our team in Irvine. As a key member of our litigation team, you will play a vital role in assisting attorneys, case managers, and administrative staff in all areas related to litigation.Responsibilities:Monitor and...

  • Trust and Estate Litigation Attorney

    2 weeks ago

    Santa Monica, California, United States gpac Full time

    Job Title: Trust and Estate Litigation AttorneyWe are seeking a skilled Trust and Estate Litigation Attorney to join our dynamic team in Century City. The successful candidate will have the ability to handle cases from inception through resolution, including drafting discovery and motions, conducting depositions, preparing for trial, and representing clients...

  • Trust and Estate Litigation Attorney

    1 week ago

    Santa Monica, California, United States gpac Full time

    Job Title: Trust and Estate Litigation AttorneyWe are seeking a skilled Trust & Estate Litigation Attorney to join our dynamic team in Century City.Job Summary:The successful candidate will have the ability to handle cases from inception through resolution, including drafting discovery and motions, conducting depositions, preparing for trial, and...

  • Trust and Estate Litigation Attorney

    2 weeks ago

    Santa Monica, California, United States gpac Full time

    Job Opportunity:We are seeking a skilled Trust and Estate Litigation Attorney to join our team in Century City. The successful candidate will have the ability to handle cases from inception through resolution, including drafting discovery and motions, conducting depositions, preparing for trial, and representing clients in court proceedings.Key...

  • Trust and Estate Litigation Attorney

    3 weeks ago

    Santa Monica, California, United States gpac Full time

    Job Title: Trust and Estate Litigation AttorneyWe are seeking a skilled Trust and Estate Litigation Attorney to join our dynamic team in Century City. The successful candidate will have the ability to handle cases from inception through resolution, including drafting discovery and motions, conducting depositions, preparing for trial, and representing clients...

  • Trusts and Estates Litigation Specialist

    2 months ago

    Santa Rosa, California, United States Friedemann Goldberg Wargo Hess LLP Full time

    About the RoleFriedemann Goldberg Wargo Hess LLP is seeking a highly skilled and experienced Associate Attorney to join our estate planning, business, and litigation practice.Key ResponsibilitiesPractice law in California with a strong track record of discipline-free practiceBring 3-7 years of experience in Trusts and Estates Litigation or Civil Litigation...

  • Financial Advisor

    1 week ago

    Santa Barbara, California, United States Covenant Trust Company Full time

    Financial Advisor OpportunityCovenant Trust Company is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing holistic financial planning solutions to individuals and institutions.Key Responsibilities:Provide financial planning solutions to clientsDevelop and maintain client...

  • Senior Legal Advisor

    1 month ago

    Santa Ana, California, United States Huisong Pharmaceuticals Full time

    About Huisong PharmaceuticalsFounded in 1998, Huisong Pharmaceuticals is a leading developer and manufacturer of premium-quality natural ingredients for the pharmaceutical, nutraceutical, food & beverage, and personal care industries. With a global presence and a team of nearly 1,000 employees, Huisong continues to advance the world of health and nutrition...

  • Transactional Legal Specialist, Real Estate

    2 weeks ago

    Santa Monica, California, United States Douglas Emmett Full time

    Job SummaryThis role is responsible for providing critical support to commercial real estate attorneys in a dynamic and growing organization. The successful candidate will assist in preparing transactional documents, including office and retail leases, and provide other legal support services as needed.Key Responsibilities:Prepare drafts of transactional...

  • Estate Planning Specialist

    4 days ago

    Santa Monica, California, United States gpac Full time

    Job Summary:We are seeking an experienced Estate Planner to join our team at gpac. The successful candidate will be responsible for drafting, planning, and reviewing comprehensive estate plans for our clients. They will collaborate with clients, shareholders, attorneys, and firm members to address all aspects of estate planning, conduct legal research,...

  • Financial Advisor

    2 weeks ago

    Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

    Unlock Your Potential as a Financial AdvisorAre you a detail-oriented individual with a passion for helping others achieve their financial goals? We're seeking a talented Financial Advisor to join our team at Northwestern Mutual Santa Monica.Key Responsibilities:Develop and implement customized financial plans for clients based on their unique needs and...

  • Real Estate Sales Professional

    7 days ago

    Santa Monica, California, United States KW Advisors Full time

    Job OverviewElevate your real estate career with our premier brokerage, KW Advisors. As a Buyer's Agent, you'll be the trusted guide for our clients, expertly navigating them through the buying process.With our extensive support, coaching, and training, you'll have all the tools and resources you need to succeed. Enjoy unmatched commission potential and...

  • Estate Planning Specialist

    2 weeks ago

    Santa Monica, California, United States Gpac Full time

    Job Title: Estate PlannerWe are seeking an experienced Estate Planner to join our team in Century City. The successful candidate will be responsible for drafting, planning, and reviewing comprehensive estate plans for our clients.Key Responsibilities:Drafting and reviewing estate plans for clientsCollaborating with clients, shareholders, attorneys, and firm...

  • Estate Planning Specialist

    1 week ago

    Santa Monica, California, United States gpac Full time

    Estate Planning OpportunityWe are seeking an experienced Estate Planner to join our team in Century City. The successful candidate will be responsible for drafting, planning, and reviewing comprehensive estate plans for our clients. They will collaborate with clients, shareholders, attorneys, and firm members to address all aspects of estate planning,...

  • Estate Planning Specialist

    2 weeks ago

    Santa Monica, California, United States gpac Full time

    {"Job Title": "Estate Planner", "Job Summary": "We are seeking an experienced Estate Planner to collaborate with clients, shareholders, attorneys, and firm members to address all aspects of estate planning, conduct legal research, gather and analyze information, and prepare documents. The ideal candidate will contribute to a team atmosphere with the ultimate...

Trusts and Estates Legal Advisor

2 months ago

Santa Ana, California, United States Copenbarger & Copenbarger Full time

Position Overview:

Copenbarger & Copenbarger LLP, a well-respected firm specializing in estate planning and elder law, is currently seeking a Trusts and Estates Legal Advisor to enhance their practice in Orange County. This is an exceptional opportunity to be part of a distinguished organization that provides excellent benefits, competitive compensation, values work-life balance, collaborates with esteemed legal professionals, and promotes a friendly and familial workplace culture.

  • Conduct client meetings and draft essential legal documents including wills and trusts.
  • Perform legal evaluations and maintain current knowledge of estate planning regulations.
  • Oversee probate and estate matters while advising on tax planning approaches.
  • Provide training to legal support staff as necessary.
  • Engage in effective communication with clients and colleagues.

Qualifications:

  • 1-5 years of experience in estate planning; familiarity with tax law is a plus.
  • Juris Doctorate from an accredited law institution.
  • Active membership in the California Bar Association.
  • Strong written communication and legal analytical skills.
  • Excellent organizational and research capabilities.
  • Ability to work independently or as part of a team with strong interpersonal skills.

Why Consider Copenbarger & Copenbarger:

Founded in 1979, Copenbarger & Copenbarger is a highly regarded firm within the legal community, placing great value on its employees. The firm, which focuses on estate planning, taxation, litigation, and more, has garnered numerous accolades for its outstanding service and expertise. Beyond professional recognition, Copenbarger & Copenbarger fosters a supportive work environment with various activities for employees, promoting a balanced work-life experience.

Firm Recognitions:

  • Recipient of multiple prestigious awards, including Martindale-Hubbell recognitions and Top Attorneys of North America awards.
  • Highly rated on Glassdoor with positive feedback from employees.
  • Encourages a family-oriented culture with social gatherings and a party-planning committee.