Trust and Estate Law Specialist
2 weeks ago
Are you dedicated to assisting clients in safeguarding their assets and ensuring their family's future? At Shoup Legal, A Professional Law Corporation, we are seeking a skilled Estate Planning Attorney who values a supportive work environment and strives for excellence in client service.
About Us: We are a forward-thinking law firm specializing in Estate Planning, Trust Administration, and Probate services. Our commitment to utilizing technology and providing exceptional customer service sets us apart in the legal field. We believe in empowering our attorneys to deliver unparalleled value and quality representation to our clients.
Role Expectations:
- Conduct initial consultations with clients to understand their needs and objectives.
- Develop tailored strategies to meet clients' estate planning goals, including recommending suitable trust options.
- Draft essential estate planning documents such as wills and various types of trusts.
- Communicate complex legal concepts clearly and effectively to clients.
- Demonstrate strong organizational skills by managing multiple projects and meeting deadlines in a dynamic environment.
- Engage regularly with clients, financial advisors, and other stakeholders to advance cases efficiently.
- Build and maintain strong relationships with current and prospective clients through consistent communication.
- Participate in weekly case review meetings to report on progress and challenges.
- Work towards developing a loyal client base to enhance the firm's growth.
Benefits:
- Paid holidays and personal time off.
- Comprehensive health, dental, vision, and life insurance.
- 401K matching contributions.
Position Type:
- Full-time with potential hybrid work 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 estate planning experience, managing cases from start to finish.
- Exceptional communication skills, both written and verbal, tailored to client interactions.
- Knowledge of finance, investments, and tax implications related to estate planning.
- Ability to maintain focus under pressure and demonstrate integrity in handling sensitive client information.
- Proficient in MS Office Suite and familiar with case management software.
- Experience with Wealth Counsel drafting is preferred.
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