About the 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.

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JOB OVERVIEW

Experience level

Senior

Location

Santa Ana, CA

Occupation

Personal Financial Advisors

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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