firstamSanta Ana, CA
High‑Net‑Worth Trust & Estates Counsel
High‑Net‑Worth Trust & Estates Counsel
High‑Net‑Worth Trust & Estates Counsel
firstamSanta Ana, CA
yesterday
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
Apply for this role →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.
Also on the board Same function, level within a rung
Level
Senior
Location
Santa Ana, CA
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday