Estate Planning Attorney

1 week ago


Murrieta, California, United States Shoup Legal, a Professional Law Corporation Full time
About Us

Shoup Legal, a Professional Law Corporation, is a technology-forward law firm that values life-work balance and puts clients at the forefront of our thinking.

Job Summary

We are seeking an experienced Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will be responsible for conducting initial consultations with clients, identifying the appropriate strategy to meet their objectives, and drafting estate planning documents.

Responsibilities
  • Conduct initial consultations with clients to understand their estate planning needs.
  • Develop and implement estate plans that meet the client's objectives, including drafting wills, trusts, and ancillary documents.
  • Communicate complex legal concepts to clients in a clear and concise manner.
  • Self-start, meet deadlines, prioritize tasks, and manage multiple projects simultaneously in a fast-paced environment.
  • Consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward.
  • Cultivate relationships with clients through consistent and timely communication.
  • Report on caseload at weekly case review meetings.
  • Develop a client following to increase firm revenues.
Requirements
  • J.D. from an accredited law school and licensed with the California State Bar.
  • 3+ years of estate planning experience handling matters from inception to conclusion.
  • Effective, clear, concise, and accurate communication, both oral and written.
  • Working knowledge of finance, investments, and taxes.
  • Ability to focus under pressure and willingness to do what needs to be done.
  • High degree of discretion, confidentiality, and integrity in handling personal client information.
  • Strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software.
Benefits
  • Paid holidays.
  • Personal time off.
  • Health, dental, vision, and life insurance.
  • 401K matching contributions.
Salary

$150,000-$225,000 including incentive bonuses.



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