Relationship Manager, Trust Counsel (Hybrid)
$148.6k - $198.2kFirst American Financial Corporation
Who We AreJoin a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit We DoThe Relationship Manager, Trust Counsel serves as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. This role combines sophisticated trust and estate expertise with client relationship management, providing guidance on trust administration, fiduciary responsibilities, estate settlement, estate planning strategies, and regulatory compliance. The position partners closely with trustees, beneficiaries, financial advisors, tax professionals, and wealth management teams to deliver exceptional client service and fiduciary solutions.What You’ll Do: Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters.Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders.Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer strategies, and regulatory compliance.Review, interpret, and advise on trust agreements, wills, powers of attorney, estate planning documents, and related legal instruments.Counsel clients and fiduciaries regarding trust administration matters, beneficiary issues, account distributions, and fiduciary decision-making.Partner with internal business units to ensure trust services are delivered in accordance with fiduciary obligations, legal requirements, and organizational policies.Identify, assess, and mitigate legal, fiduciary, and regulatory risks associated with trust and estate activities.Support complex client situations by developing practical solutions that balance client objectives, fiduciary responsibilities, and legal risk.Collaborate with external attorneys, accountants, wealth advisors, and tax professionals to support client needs and long-term planning objectives.Monitor account activity to ensure compliance with established company policies, fiduciary standards, regulatory requirements, and completion of annual Reg. 9 reviews.Stay current on trust, estate, fiduciary, and wealth planning laws, regulations, and industry developments that may impact clients and trust operations.Maintain accurate records of client interactions, legal guidance, and account activity while ensuring confidentiality and data integrity.What You’ll Bring: Juris Doctor (JD) degree from an accredited law school.Active license to practice law in at least one U.S. jurisdiction.7+ years of experience practicing trust and estate law, estate planning, probate, trust administration, estate settlement, fiduciary services, or a related legal field.Experience advising trustees, beneficiaries, executors, conservators, and other fiduciaries on trust and estate matters.Strong knowledge of trust administration, fiduciary principles, estate planning strategies, wealth transfer planning, and estate settlement processes.Experience reviewing, drafting, or interpreting estate planning documents, including trusts, wills, powers of attorney, and related fiduciary instruments.Ability to provide practical legal advice while balancing fiduciary responsibilities, client objectives, and business considerations.Experience building and managing relationships with high-net-worth clients and professional advisors preferred.Strong understanding of applicable trust, fiduciary, probate, and regulatory frameworks.Excellent communication, judgment, analytical, and problem-solving skills.Proven ability to build credibility and serve as a trusted advisor to clients and business partners.Strong organizational skills, attention to detail, and ability to manage multiple complex matters simultaneously.Collaborative mindset with experience working cross-functionally with legal, trust administration, wealth management, tax, and financial professionals.Pay Range: $148,600.00 - $198,200.00 AnnuallyThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.What We OfferBy choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.SummaryLocation: USA, California, Santa AnaType: Full time
$148.6k - $198.2k
...First American will always strive to be a great place to work, for all. For more information, please visit We DoThe Relationship Manager, Trust Counsel serves as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners...SuggestedFull timeLocal area$150k - $190k
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...insurance carriers in all aspects of business counseling, risk assessment and dispute resolution... .... THE POSITION Work fully remote, hybrid, or onsite. The choice is yours.... ...experience who are ready to independently manage cases and help drive litigation strategy...Full timeContract workRemote workFlexible hours- ...communities thrive. We are the world's trusted infrastructure consulting... ..., program and construction managers and other professionals... ...West Region. This will be a hybrid position including a combination... ...death matters, utilizing outside counsel retained by the company to...Contract workFor contractorsWork at officeLocal areaRemote workWorldwideRelocation packageFlexible hours
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$140k - $200k
...A bit about us: Trust & Estate litigation firm with a proven record in complex probate... .... Conduct and defend depositions; manage written discovery and e-discovery. Handle... ..., beneficiaries, experts, and opposing counsel. Qualifications 2-5 years of recent...Local area- ...Who You’ll Become *The Customer Success Manager (CSM) works directly with customers to guide... ...and productive approach to working relationships, internally and externally. ~ A strong... ...guidelines and regulations. In general, our hybrid work setup consists of three days a...Permanent employmentFull timeWork experience placementWork at officeLocal areaRemote workWorldwideRelocation packageFlexible hours3 days per week
- ...Irvine office weekly. The position requires Juris Doctor, California Bar admission, and 5+ years of litigation experience, with proficiency in Microsoft Office, Adobe, and Lexis/Westlaw. Hybrid work model and competitive salary apply. #J-18808-Ljbffr Jobleads-USWork at office
- ...litigation attorney in Fullerton, California. The ideal candidate will manage cases from inception to trial with a focus on providing high-... ...California State Bar, and have extensive trial experience. A hybrid work arrangement is available post-onboarding, which includes on...
$130k - $180k
...mentorship and professional development. What You'll Do Manage employment litigation matters from intake through resolution... ...Medical, dental, vision, retirement, and bar-related benefits Hybrid schedule based in Irvine with three to four in-office days and one...Work at officeImmediate startRemote work$180k - $250k
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...Subrogation Attorney to join our Claims Counsel team located based in our Denver, CO; Anaheim... ..., CA or New York City, NY offices on a hybrid schedule. Provides legal representation... ...of documents and litigation file management. The expertise you bring ~7 - 10 years...Full timeWork at officeFlexible hours- ...and business operations . Work directly with clients as a trusted legal advisor . Qualifications ~ Active California Bar... ...writing, analytical, and courtroom skills . ~ Ability to manage cases independently . ~ Business-minded and client-focused approach...Full time
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..., handle jury selection, and serve as first-chair trial counsel. The role also offers a hybrid work arrangement, with remote work permitted except for... ...law enforcement agencies preferred The Role Manage Section 1983 civil rights litigation through verdict...Full timeImmediate startRemote work- ...Job Description Job Description Direct Counsel is seeking a Litigation Attorney to join a growing plaintiff-side litigation firm... ...Attend hearings, mediations, settlement conferences, and case management conferences Maintain regular communication with clients,...Local area
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...litigation practice includes sophisticated trust and estate disputes, business litigation... ...considered ~ Ability to independently manage complex litigation matters ~... ...matters Meaningful, long-term client relationships The opportunity to develop or expand...Flexible hours
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