Estate & Trust Funding & Settlement Coordinator
Job in
Upland, San Bernardino County, California, 91784, USA
Listed on 2026-08-22
Listing for:
Golden Oaks Law Group, LLP
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Banking & Finance
Job Description & How to Apply Below
Golden Oaks Law Group, LLP seeks a proactive Trust and Estate Coordinator to guide clients through funding and settlement processes with precision and care.
The role integrates client engagement, funding management, and settlement duties, collaborating with estate planning professionals and financial advisors to preserve legacies and optimize tax outcomes. You will draft financial documents, coordinate with banks, prepare appraisals, and ensure compliance across the funding lifecycle.
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