Estate Planning and Trust Administration Lawyer

3 weeks ago


Irvine, California, United States Jobot Full time
Family-Friendly Estate Planning Opportunity

We'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 Responsibilities:
• Working on estate planning, trust administration, and probate cases
• Assisting with the growing caseload and helping Charlotte manage the workload
• Providing support to clients with an emphasis on compassion and understanding
• Collaborating with a great team in a family-friendly, no-drama environment

Requirements:
• Licensed attorney with experience in estate planning, trusts, and probate law
• Strong organizational skills and attention to detail
• Values work-life balance and a supportive, family-friendly workplace
• Ability to work both independently and as part of a team

About Us:
We're a fast-growing law firm that prioritizes work-life balance and a supportive team environment. We're excited to bring on someone who can hit the ground running and grow alongside our amazing team.

  • 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 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

    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 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

    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

    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

    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 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

    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 Modern Wealth Law Full time

    About Modern Wealth LawWe are a growing estate planning law firm seeking a highly motivated and organized individual to join our team as an Estate Planning/Probate Admin. Our firm is built on a simple yet powerful philosophy: treating others with respect and kindness.Job SummaryWe are looking for a detail-oriented and tech-savvy Estate Planning/Probate Admin...


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

    Job SummaryU.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...


  • Irvine, California, United States Financial Planning Ministry Full time

    Job OverviewWe are seeking a detail-oriented Estate Planning Coordinator to join our team at Financial Planning Ministry. As a key member of our team, you will be responsible for analyzing estate plan requests, obtaining critical information, and completing various documents with accuracy.Key Responsibilities:Manage a high-volume caseload of requests for new...


  • 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 Jobot Full time

    Job DetailsWe are seeking a highly skilled Estate Planning Tax Attorney to join our team in the Finance industry. Our ideal candidate is a seasoned professional with a strong background in technical tax, tax planning, and estate planning.Responsibilities:Provide expert advice on estate planning matters, including wills, trusts, conservatorships, and...


  • Irvine, California, United States Jobot Full time

    Job OverviewWe are a nationwide law firm seeking an experienced Estate Planning Tax Attorney to join our team.This is a fantastic opportunity to grow your career in a supportive and innovative environment.Key ResponsibilitiesProvide expert advice on estate planning matters, including wills, trusts, conservatorships, and probate.Prepare and review complex...


  • Irvine, California, United States Wright Ford Young & Co. Full time

    Job SummaryWe are seeking a highly skilled Estate Planning Consultant to join our team at Wright Ford Young & Co. The ideal candidate will have a law degree and a minimum of five years' experience in estate planning.Key ResponsibilitiesWork as part of the Planning Team on client counseling in advanced tax and estate planning.Learn the law and best tax and...


  • Irvine, California, United States Jobot Full time

    About the RoleWe are seeking an experienced and highly skilled Permanent Estate Planning Tax Attorney to join our dynamic team in the Finance industry.Our ideal candidate is a seasoned professional with a strong background in technical tax, tax planning, and estate planning.This role requires an individual who is proactive, detail-oriented, and capable of...


  • Irvine, California, United States Wright Ford Young & Co. Full time

    Job Title: Accounting Planning ConsultantWright Ford Young & Co. is seeking a highly skilled Accounting Planning Consultant to join our team. As a key member of our Planning Team, you will work closely with clients, their CPAs, and other advisors to provide tax and estate planning strategies and recommendations.Key Responsibilities:Review high-net-worth...


  • Irvine, California, United States Lexitas Legal Talent Outsourcing Full time

    We are seeking a skilled Estate Planning Attorney to join our team at Lexitas Legal Talent Outsourcing. The ideal candidate will have a strong understanding of Florida law and experience in drafting and revising forms related to trusts and estates. The attorney will work on a part-time, remote basis, providing practical guidance on probate, fiduciary...


  • 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,...