Estate Planning Attorney

3 days ago


La Quinta, United States Shoup Legal. A Professional Law Co Full time

About the Role

At Shoup Legal, we're seeking a highly skilled Estate Planning Attorney to join our team. With a strong focus on strategy and trust development, you will be responsible for conducting initial consultations with clients, identifying suitable strategies, and drafting estate planning documents.

We offer a competitive salary of $125,000 per annum, plus benefits including paid holidays, personal time off, health insurance, and 401K matching contributions.

Key Responsibilities

  • Conduct initial consultations with clients to understand their objectives and develop personalized estate plans.
  • Draft complex estate planning documents, including wills, trusts, and ancillary documents.
  • Cultivate relationships with clients, accountants, financial advisors, and other stakeholders to ensure seamless case progression.
  • Develop a client following to increase revenue and contribute to the firm's growth.

Requirements

  • J.D. from an accredited law school and licensed to practice in California.
  • Minimum 3 years of estate planning experience, with a strong background in handling matters from inception to conclusion.
  • Excellent communication and interpersonal skills, with the ability to explain complex concepts to clients.
  • Strong computer skills and experience using MS Office Suite, timekeeping, and case management software.
  • Familiarity with Wealth Counsel drafting is desirable.


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