Senior Trust & Estate Relationship Manager

ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC; Santa Ana (CA); On-site; USD 149,000 - 198,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401k with match

PTO and paid sick leave

Employee stock purchase plan

Job summary

First American is seeking a Trust Counsel to serve as a trusted advisor on complex trust and estate matters for high-net-worth clients and fiduciaries. You will guide fiduciary duties, estate planning, and regulatory compliance while coordinating with wealth management and tax professionals.

The role emphasizes cross-functional collaboration, meticulous recordkeeping, and ongoing legal risk assessment in a dynamic wealth-management environment.

Qualifications

• JD required from an accredited law school.
• Active license to practice law in at least one U.S. jurisdiction.
• 7+ years in trust and estate law or related field.
• Experience advising trustees and fiduciaries.
• Strong knowledge of estate planning and regulatory frameworks.

Responsibilities

• Serve as trusted legal advisor to high-net-worth clients and fiduciaries.
• Build and maintain relationships with clients, trustees, and advisors.
• Provide guidance on trust administration, fiduciary duties, and estate planning.
• Review wills, trusts, powers of attorney, and related documents.
• Counsel on distributions, beneficiary issues, and fiduciary decision-making.
• Partner with business units to ensure fiduciary compliance.
• Identify and mitigate legal, fiduciary, and regulatory risks.
• Develop practical solutions balancing client objectives and legal risk.
• Collaborate with external attorneys, wealth advisors, and tax professionals.
• Monitor activity to ensure policy compliance and Reg. 9 reviews.
• Stay current on trust and wealth planning laws.
• Maintain confidential records of client interactions and guidance.

Skills

Active law license

Trust & estate law

Client relationship management

Regulatory compliance

Communication skills

Analytical problem-solving

Cross-functional collaboration

Education

Juris Doctor (JD) degree

Job description

First American is seeking a Trust Counsel to serve as a trusted advisor on complex trust and estate matters for high-net-worth clients and fiduciaries. You will guide fiduciary duties, estate planning, and regulatory compliance while coordinating with wealth management and tax professionals.

The role emphasizes cross-functional collaboration, meticulous recordkeeping, and ongoing legal risk assessment in a dynamic wealth-management environment.