Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Manager, Trust Counsel (Hybrid)

$71.44 - $95.29 per hour
Full-time

First 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

Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Relationship Manager, Trust Counsel (Hybrid) in Santa Ana, CA vacancy
  • $148.6k - $198.2k

     ...American will always strive to be a great place to work, for all. For more information, please visit We DoThe Senior Relationship Manager, Trust Counsel is responsible for managing client relationships while providing legal guidance related to trust services. This role... 
    Suggested
    Full time
    Local area

    First American Financial Corporation

    Santa Ana, CA
    16 hours ago
  • $150k - $190k

     ...Description Job Description Newport Beach (Hybrid) Looking for sophisticated litigation...  ...This is an excellent opportunity for a trust litigation attorney—or a commercial,...  ...Advise clients and maintain strong relationships Appear in court, mediations, and negotiations... 
    Suggested

    Mission Recruiting

    Newport Beach, CA
    22 days ago
  • $160k - $230k

     ...Trust & Estate Litigation Associate – Mid to Senior Level 5+ Years | High-Stakes Fiduciary...  ...• Los Angeles • Orange County Direct Counsel is partnering with a respected, full-...  ...Drafting petitions and pleadings Managing discovery and motion practice Taking... 
    Suggested

    Direct Counsel

    Orange, CA
    4 days ago
  • $160k - $190k

     ...Senior Counsel Orange County, CA Join Tyson &...  ...counsel with autonomy, trust, and the tools to lead...  ...Focused Work – Office, hybrid, or remote—we value...  ...bring proven experience managing litigation teams, mentoring...  ...clients Cultivate relationships with the firm's... 
    Suggested
    Full time
    Work at office
    Remote work
    Flexible hours

    Tyson & Mendes

    Orange, CA
    3 days ago
  •  ...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... 
    Suggested
    Contract work
    For contractors
    Work at office
    Local area
    Remote work
    Worldwide
    Relocation package
    Flexible hours

    GrabJobs

    Santa Ana, CA
    1 day ago
  • $165k - $190k

     ..., and comfortable developing relationships with clients and referral sources...  ...be interested in becoming trusted advisors while continuing to...  ...preparation and trial strategy Manage client communications and...  ...Work Environment Hybrid - The firm maintains a collaborative... 
    Contract work
    Work at office
    Remote work
    2 days per week
    3 days per week

    Mission Recruiting

    Irvine, CA
    12 days ago
  • $275k - $300k

     ...Job Description Title: Trusts & Estates Attorney Employment...  .... Maintain strong client relationships through clear communication,...  ...judgment, and responsive counsel. Required Qualifications...  ..., interpersonal, and client-management skills. ~ Ability to independently... 
    Full time
    Work at office

    DirectedLINK LLC

    Orange, CA
    7 days ago
  •  ...Lead organization-wide compliance, grants management, and legal operations systems that...  ...access to justice. This is a full-time, hybrid, exempt position and reports to the Director...  ...justice. Build and maintain strong relationships with funding, oversight, and community... 
    Full time
    Contract work
    Work at office

    COMMUNITY LEGAL AID SOCAL

    Santa Ana, CA
    12 days ago
  •  ...Description Job Description Job Title: Trusts and Estates Attorney Location: Irvine...  ...AWESOME benefits!!! Work Environment: Hybrid (3 days WFH after ramp up, anchor days...  ...fast‑paced environment, with the ability to manage multiple priorities and respond... 
    Permanent employment
    Full time
    Work from home

    AMS Staffing, Inc.

    Irvine, CA
    22 days ago
  •  ...program staff through coaching, performance management, and professional development....  ...agencies. Build and maintain strong relationships that strengthen partnerships, program visibility...  ...as little as 35-hour workweek. ~ A hybrid schedule. ~16 paid holidays + PTO (... 
    Full time
    Work at office

    COMMUNITY LEGAL AID SOCAL

    Santa Ana, CA
    7 days ago
  •  ...Responsibilities: Provide litigation support and manage an individual caseload under attorney...  ...Comfortable providing real-time legal counsel and advice with attention to detail and...  ...service area. Holistic Benefits: ~ Hybrid Schedule ~ Bilingual bonus pay for... 
    Permanent employment
    Full time
    Work at office

    COMMUNITY LEGAL AID SOCAL

    Santa Ana, CA
    22 days ago
  •  ...environment, then the Associate Claims Counsel position with First American Title Insurance...  ...for you. Associate Claims Counsel manage their own claims load, oversee outside litigation...  ...may have a direct, adverse and negative relationship with the following material job duties... 
    Full time
    Local area

    First American Financial Corporation

    Santa Ana, CA
    1 day ago
  •  ...Strong work ethic with the ability to manage multiple priorities, stay organized, and...  ...identify legal issues and provide timely counsel and guidance. Strong client service, interpersonal...  ...work as little as 35-hour workweek. ~ Hybrid Schedule ~16 paid holidays + PTO (... 
    Full time
    Work at office

    COMMUNITY LEGAL AID SOCAL

    Santa Ana, CA
    7 days ago
  •  ...strong business partner and trusted advisor who delivers...  ...As an Associate Senior Counsel with Travelers you will...  ...seeking a candidate for a hybrid Workers' Compensation position...  ...and business partner relationships, including accountability for managing client and business... 
    Full time
    Work at office
    Local area
    Flexible hours

    The Travelers Indemnity Company

    Orange, CA
    4 days ago
  •  ...Relationship Manager FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune...  ...time market feedback and your ideas to the table. Hybrid schedule available, giving you a balance of... 
    3 days per week

    FSSI

    Santa Ana, CA
    3 days ago
  • $120.4k - $198.7k

     ...strong business partner and trusted advisor who delivers...  ...As an Associate Senior Counsel with Travelers you will...  ...seeking a candidate for a hybrid Workers' Compensation position...  ...and business partner relationships, including accountability for managing client and business... 
    Work at office
    Local area
    Flexible hours

    Travelers Insurance

    Orange, CA
    3 days ago
  • Providence is calling for Donor Engagement Program Manager - Full time, Day, Hybrid (Beginning April 1, 2027: In office Monday - Thursday and remote...  ...drive donor retention, inspire giving and strengthen relationships with local foundations. This role develops donor-... 
    Minimum wage
    Full time
    Work at office
    Local area
    Remote work
    Shift work

    Providence Health & Services

    Irvine, CA
    3 days ago
  •  ...cases. The role requires an active California bar license and a track record of managing litigation teams, mentoring juniors, and delivering strategic outcomes for clients. Remote, hybrid, or onsite arrangements are supported to optimize results. You will shape defense... 
    Remote job

    Tyson & Mendes

    Costa Mesa, CA
    4 days ago
  • $90k - $110k

     ...Success Executive II independently manages a portfolio of healthcare clients...  ...-driven analysis, and proactive relationship management. This role serves as a trusted day-to-day partner to client...  ...employees approved to work in a hybrid or remote setting, a quiet, private... 
    Full time
    Contract work
    Work at office
    Remote work

    GrabJobs

    Santa Ana, CA
    3 days ago
  • $83.81k - $179.3k

    UBM's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to...  ...business entities and individuals. The Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting as the... 
    Work experience placement
    Local area
    Flexible hours

    3M HEALTHCARE

    Costa Mesa, CA
    2 days ago
  • $120k - $200k

    Respected OC Mid-Sized Firms Seeks Trust Litigation Attorney - Lifestyle firm LOW BILLABLESAn established Orange County-based boutique law firm—recognized for its high-end work, community reputation, and low turnover—is seeking a trust litigation attorney to join its probate... 

    Robert Half

    Newport Beach, CA
    3 days ago
  • $58.53k - $87.8k

    ## Customer Experience Supervisor-Hybrid (Orange, CA)Applyremote type: Office Full Timelocations...  ...Reinforces service behaviors that build trust and emotional connection with older...  ...raise the bar + Appropriately performance manages including creating documented corrective... 
    Remote work
    Monday to Friday
    Rotating shift
    Weekend work
    2 days per week

    Alignment Health

    Orange, CA
    16 hours ago
  • $47 per hour

     ...Description Our Probate & Trust Litigation Attorney is responsible for handling uncontested & contested probate and trust matters...  ...in litigation proceedings. This role requires strategic case management and the ability to independently manage complex matters while collaborating... 

    Soto Law Group, APC

    Newport Beach, CA
    4 days ago
  • $220k - $292k

     ...Legal Team seeks a Legal Counsel-International to...  ...contracts lawyers, contract managers, and proposal managers...  ...Sales (FMS), and hybrid FMS/DCS structures is...  ...Americas regions.Manage relationships with procurement, contracting...  ...agencies. High-trust professional relationships... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    3 days ago
  •  ...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 employment
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    Worldwide
    Relocation package
    Flexible hours
    3 days per week

    SAP

    Newport Beach, CA
    3 days ago
  •  ...Senior level and requires 3+ years of litigation experience and California admission. This role offers a flexible hybrid working arrangement, opportunities to manage complex defense matters, and mentorship across offices. Competitive salary and comprehensive benefits... 
    Work at office
    Flexible hours

    Wilson Elser

    Costa Mesa, CA
    3 days ago
  • $140k - $200k

     ...Newport Beach, CA, US Responsibilities Lead trust and estate litigation matters end to end,...  .... Conduct and defend depositions; manage written discovery and e-discovery. Handle...  ...fiduciaries, beneficiaries, experts, and opposing counsel. Qualifications 2-5 years of recent Trust... 

    LeoForce

    Newport Beach, CA
    5 days ago
  • $140k - $240k

    A leading probate litigation practice is growing and looking for an attorney with experience in trust and estate disputes to join the team. If you enjoy complex cases, thrive in a collaborative environment, and want a career path with real growth, this could be a great... 
    Full time
    Work at office
    Local area
    Flexible hours

    Adams & Martin Group

    Costa Mesa, CA
    4 days ago
  • A California civil litigation firm is looking for an experienced attorney to handle complex civil matters. This hybrid role allows for flexibility while providing growth opportunities within a respected team. Candidates should possess a J.D. and an active California Bar... 

    Orionplacement

    Anaheim, CA
    4 days ago
  • Job Overview A law firm seeks an Attorney for Trust and Estate Litigation in Costa Mesa, California. This role involves engaging in private...  ...persuasive legal documents including petitions and motions. Manage discovery processes and build evidentiary records. Participate... 
    Work at office
    Flexible hours

    BCG Attorney Search

    Costa Mesa, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Manager, Trust Counsel (Hybrid). Be the first to apply!