High‑Net‑Worth Trust & Estates Counsel
firstamSanta Ana, CA
High‑Net‑Worth Trust & Estates Counsel
firstamSanta Ana, CASenior L5
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
APPLY NOWFirst 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.
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Level
Senior L5
Location
Santa Ana, CA
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
2 days ago