High‑Net‑Worth Trust & Estates Counsel

L5

firstamSanta Ana, CA2 days ago
First American is seeking a Relationship Manager, Trust Counsel to serve as a trusted legal advisor on trust and estate matters for high-net-worth individuals and families. You will guide fiduciaries, review estate documents, and collaborate across internal teams to ensure regulatory compliance and sound wealth transfer strategies. The role emphasizes building long-term client relationships, risk assessment, and practical solutions balancing client objectives with fiduciary duties.
Apply now
Apply now

Level

SeniorL5

Location

Santa Ana, CA

Occupation

Personal Financial Advisors

Industry

Trust, Fiduciary, and Custody Activities

Posted

2 days ago

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