Trust and Estate Law Specialist
2 weeks ago
Position Summary: Are you dedicated to assisting clients in safeguarding their assets and ensuring their family's future? At Shoup Legal, A Professional Law Corporation, we value your expertise and commitment to excellence.
About Us: We are a forward-thinking law firm specializing in Estate Planning, Trust Administration, and Probate services. Our mission is to enhance client experiences through innovative technology and unparalleled customer service. We empower our Attorneys to deliver exceptional value and quality representation.
Role Expectations: As a proficient and compassionate Estate Planning Attorney, you will be responsible for:
- Conducting comprehensive consultations with clients to understand their needs.
- Formulating tailored strategies to achieve clients' estate planning goals, including recommending suitable trust options.
- Drafting essential estate planning documents such as wills and various trust types.
- Clearly articulating complex legal concepts and ensuring clients comprehend all aspects of their estate plans.
- Managing multiple projects efficiently in a dynamic environment while meeting deadlines.
- Collaborating with clients, financial advisors, and other stakeholders to advance cases effectively.
- Building and nurturing relationships with current and prospective clients through consistent communication.
- Providing updates on caseloads during weekly review meetings.
- Developing a loyal client base to enhance the firm's revenue.
Benefits:
- Paid holidays and personal time off.
- Comprehensive health, dental, vision, and life insurance.
- 401K matching contributions.
Job Type: Full-time with potential hybrid arrangements based on client needs.
Qualifications:
- J.D. from an accredited law school and active membership in the California State Bar.
- A minimum of 3 years of experience in estate planning, managing cases from start to finish.
- Excellent communication skills, both verbal and written, tailored to the audience.
- Understanding of finance, investments, and tax implications.
- Ability to perform under pressure while maintaining confidentiality and integrity.
- Proficient in MS Office Suite and case management software.
- Experience with Wealth Counsel drafting is a plus.
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