advice on estate planning and wealth transfer strategies to individuals, couples, and business owners. - Review and customize legal documents related to trusts and estates, such as... wills, trusts, powers of attorney, and... trust transfer documentation. - Oversee the administration of trusts...
Title: Estate Planning Paralegal Job Responsibilities: - Draft legal documents, including estate plans using Wealth Docx, pleadings, discovery, settlement agreements, and other court documents. - Organize, review, and manage documents in both paper and electronic formats. - Perform procedural tasks in California probate courts,...
Title: Litigation Paralegal Job Responsibilities: - Manage a reasonable caseload of civil litigation and trust litigation matters, ensuring all aspects are handled efficiently and effectively. - Perform legal research and collaborate with attorneys to develop and present compelling legal arguments. - Complete legal forms...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...
objectives. - Identify the appropriate strategy to meet the client’s expressed objectives, including advising on the appropriate type of trust(s) to fulfill those objectives. - Draft estate planning documents, including wills, various types of trusts, and ancillary documents. - Explain... complex legal con...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using **Members Only** TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using **Members Only** TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...
Title County Counsel Job Responsibilities The County Counsel serves as the chief legal advisor to the Board of Supervisors, County departments, and various agencies and special districts within the organization. The primary responsibilities of the County Counsel include: - Providing...
Title: Staff Accountant Job Responsibilities: - Manage the company’s day-to-day accounting operations, ensuring financial accuracy and compliance with applicable regulations. - Perform daily accounting functions, including accounts payable, accounts receivable, general ledger entries, reconciliations, and month-end closing. - Prepare and analyze financial statements, management...
OverviewA law firm seeks an experienced Trust and Estate Attorney to join its estate planning and litigation department in Temecula, California. This role offers a supportive environment, a reasonable workload, and the opportunity to contribute to a thriving small ...