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Senior Trust & Estate Counsel — Client Relations Lead
Job in
Santa Ana, Orange County, California, 92725, USA
Listed on 2026-08-31
Listing for:
First American
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Tax Law, Regulatory Compliance Specialist -
Law/Legal
Tax Law, Regulatory Compliance Specialist
Job Description & How to Apply Below
First American in Santa Ana, CA is hiring a Relationship Manager, Trust Counsel to advise high-net-worth clients and internal partners on trust and estate matters, fiduciary duties, and regulatory compliance.
You will build relationships with trustees, beneficiaries, financial advisors, tax professionals and wealth teams; review and interpret estate planning documents; and support estate settlement and wealth transfer strategies.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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