Estate Planning Attorney

3 weeks ago


Murrieta, California, United States Shoup Legal. A Professional Law Co Full time

At Shoup Legal, a Professional Law Co, we seek an experienced Estate Planning Attorney to join our team. As a trusted advisor, you will work closely with clients to develop tailored estate plans that address their unique needs and goals.

The ideal candidate possesses exceptional communication skills, both written and verbal, and can distill complex legal concepts into actionable advice for clients. With a strong background in estate planning, you will be able to craft effective strategies that meet the client's objectives, including advising on the appropriate type of trusts to achieve their desired outcomes.

In this role, you will have the opportunity to work with a variety of clients, from individuals to families, and help them navigate the complexities of estate planning. Your ability to empathize with clients and provide personalized attention will be invaluable in building trust and fostering long-term relationships.

We are looking for a seasoned attorney with a proven track record of delivering high-quality results and exceptional client service. If you are passionate about helping clients protect their assets and plan for the future, we encourage you to apply.

Key Responsibilities:

  • Conduct initial consultations with clients to understand their estate planning needs and objectives
  • Draft estate planning documents, including wills, trusts, and ancillary documents
  • Advise clients on the appropriate type of trusts to meet their objectives, including revocable living trusts and irrevocable trusts
  • Explain complex legal concepts to clients in a clear and concise manner
  • Maintain accurate records of client interactions and progress
  • Cultivate relationships with existing and prospective clients through regular communication and exceptional service

Benefits:

  • Paid holidays and personal time off
  • Health, dental, vision, and life insurance
  • 401K matching contributions

Estimated Salary: $120,000 per year



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