Senior Trust & Estates Counsel for Wealth Clients

Posted today

first americanSanta Ana (CA)

Personal Financial Advisors Trust, Fiduciary, and Custody Activities

SENIORITY

Senior

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About the role

First American is seeking a Relationship Manager, Trust Counsel to serve as a trusted adviser on complex trust and estate matters for high-net-worth individuals and fiduciaries. You will guide estate settlement, wealth transfer strategies, and regulatory compliance while coordinating with trustees, financial professionals, and tax advisors. The role emphasizes deep knowledge of fiduciary practices, client advisory skills, and the ability to balance objectives with risk across multiple matters in

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Your notice period

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