Trust and Estate Law Specialist

2 weeks ago


La Quinta, California, United States Shoup Legal, A Professional Law Corporation Full time
Job Overview

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 committed to providing exceptional service in the realm of estate planning.

We are seeking a skilled and compassionate Estate Planning Attorney who thrives in a technology-driven environment that prioritizes work-life balance. If you possess a strong attention to detail, excellent organizational skills, and a charismatic approach to client interactions, we would like to hear from you.

Our firm specializes in Estate Planning, Trust Administration, and Probate services, leveraging innovative technology and outstanding customer service to deliver an unparalleled client experience. We empower our attorneys to exceed client expectations and provide high-quality representation.

Our team is supported by dedicated Office Assistants and Paralegals, all carefully selected and trained to contribute to our esteemed practice. We believe that visiting an attorney should be a positive experience, and we strive to create a welcoming atmosphere for our clients.

Key Responsibilities:

  • Conduct initial consultations with clients to assess their needs.
  • Devise tailored strategies to meet clients' objectives, including advising on suitable trust options.
  • Draft essential estate planning documents, such as wills and various trust types.
  • Clearly explain complex legal concepts and provisions of estate plans to clients.
  • Demonstrate the ability to self-manage, meet deadlines, and handle multiple projects in a dynamic environment.
  • Maintain regular communication with clients, accountants, financial advisors, and other relevant parties.
  • Foster relationships with existing and prospective clients through consistent engagement.
  • Provide updates on caseload during weekly review meetings.
  • Build a 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.

Qualifications:

  • J.D. from an accredited law school and active membership with the California State Bar.
  • A minimum of 3 years of estate planning experience, managing cases from start to finish.
  • Exceptional communication skills, both verbal and written, tailored to client needs.
  • Knowledge of finance, investments, and tax implications.
  • Ability to perform under pressure while maintaining a high level of discretion and integrity.
  • Proficient in MS Office Suite and case management software.
  • Experience with Wealth Counsel drafting is preferred.


  • La Quinta, California, United States Shoup Legal, A Professional Law Corporation Full time

    Job OverviewPosition 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...


  • La Quinta, California, United States Shoup Legal, A Professional Law Corporation Full time

    Job OverviewAre 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...


  • La Palma, California, United States Silver Star Rea Estate Full time

    Silver Star Real Estate is seeking a dedicated Area Property Supervisor.The Area Property Supervisor is responsible for managing the operations, personnel, financial planning, and marketing initiatives for all residential communities within their designated area. This role focuses on two primary goals: enhancing the financial success of the assigned...

  • Security Officer

    2 days ago


    La Quinta, California, United States Allied Universal® Full time

    Job DescriptionOverviewAllied Universal, a leading security and facility services company, offers rewarding careers that give you a sense of purpose. As a member of our dynamic, diverse, and inclusive team, you will be part of a culture that reflects in our communities and customers we serve. We provide medical, dental, and vision coverage, life insurance,...


  • La Jolla, California, United States Keller Williams La Jolla Full time

    Job SummaryWe are seeking a highly motivated and results-driven Sales Agent to join our team at Keller Williams La Jolla. As a Sales Agent, you will be responsible for generating new business opportunities, building relationships with clients, and closing sales transactions.Key ResponsibilitiesProspect and generate new leads through various channels,...


  • La Habra, California, United States City of La Habra California Full time

    Position OverviewThe City of La Habra, California, is actively seeking dedicated individuals to join our esteemed Police Department as Law Enforcement Officers. This role is pivotal in maintaining public safety and upholding the law within our community.Key ResponsibilitiesEnforce local, state, and federal laws to ensure community safety.Respond to emergency...


  • La Quinta, California, United States WelbeHealth Full time

    Position OverviewThe WelbeHealth PACE initiative is dedicated to assisting seniors in maintaining their independence within their communities by delivering comprehensive healthcare and supportive services. Our goal is to provide exceptional care and compassion to the most vulnerable elderly populations through a value-driven approach.The Quality Improvement...


  • La Quinta, California, United States WelbeHealth Full time

    Position OverviewThe WelbeHealth PACE initiative is dedicated to assisting seniors in maintaining their independence within their communities by offering extensive medical care and supportive services. Our goal is to provide exceptional care and compassion to the most vulnerable senior populations through a value-driven approach.The Quality Improvement...


  • La Quinta, California, United States WelbeHealth Full time

    Position OverviewThe WelbeHealth PACE initiative is dedicated to assisting seniors in maintaining their independence within their communities by delivering extensive medical services and community support. Our objective is to provide the most vulnerable elderly individuals with superior care and compassion through a value-driven approach.The Quality...


  • La Palma, California, United States Silver Star Rea Estate Full time

    Silver Star Real Estate is seeking a Regional Property Manager to join our team. The Regional Property Manager is responsible for the comprehensive management of operations, personnel, financial planning, and marketing strategies for all residential communities within their designated area. This role focuses on two primary goals: enhancing the financial...


  • La Palma, California, United States Silver Star Rea Estate Full time

    Silver Star Real Estate is seeking a dedicated Regional Property Manager.The Regional Property Manager is responsible for the comprehensive management of operations, personnel, financial planning, and marketing strategies for all residential communities within their designated area. This role focuses on two primary goals: enhancing the financial success of...


  • La Mesa, California, United States Spectrum Ventures Full time

    Cash Management Manager (all genders)About Us:We are a leading investment firm, Spectrum Ventures, dedicated to generating income, preserving and growing wealth, and funding philanthropic initiatives for perpetuity.We strive to achieve high, risk-adjusted returns by investing in global public equities, leveraged buyouts, venture and growth capital, hedge...

  • ABA Therapist

    2 days ago


    La Puente, California, United States Zoi and Mind Clinics Full time

    Job Opportunity at Zoi and Mind ClinicsWe are seeking a highly skilled and compassionate ABA Therapist - Behavior Intervention Specialist to join our team at Zoi and Mind Clinics. As a Behavior Intervention Specialist, you will play a vital role in providing Applied Behavior Analysis (ABA) services to individuals with developmental disabilities, such as...


  • La Mirada, California, United States VCA Animal Hospitals Full time

    Position Overview:We are looking for a dedicated Customer Care Specialist to join our team in a part-time capacity. At VCA Animal Hospitals, we prioritize the health of your pets and strive to provide exceptional service to our clients.As a vital member of our team, you will play a key role in ensuring that we exceed the expectations of pet owners and their...


  • La Mirada, California, United States Panera Bread Full time

    PANERA BREAD: SALAD & SANDWICH SPECIALIST Benefits of Joining Our Team: Competitive hourly wage: $18 Opportunity for quarterly raises based on performance Complimentary meals during shifts Opportunities for career advancement Paid time off and holidays for full-time employees Comprehensive medical, dental, vision, life insurance, and 401(k) with...


  • La Mesa, California, United States Federal Realty Full time

    Position Overview: We are in search of a part-time, temporary Client Support Specialist to join our team.About Our Organization: At Federal Realty Investment Trust, we pride ourselves on delivering outstanding service to our clients and the community. We are looking for a motivated individual to assist in providing essential information and support to our...


  • La Mesa, California, United States Firstat Medical Staffing Full time

    Position Overview:Firstat Medical Staffing is currently seeking a dedicated and skilled Mobile Radiation Therapy Specialist to join our team. This role involves providing exceptional care and support in various healthcare settings.Key Responsibilities:- Deliver high-quality radiation therapy to patients- Collaborate with healthcare professionals to ensure...


  • La Verne, California, United States BZO Wheel and Tire Distributor Full time

    About the RoleWe are seeking a highly organized and detail-oriented Warehouse Operations Specialist to join our team at BZO Wheel and Tire Distributor. As an Order Fulfillment Associate, you will play a critical role in ensuring the timely and accurate processing of customer orders.Key ResponsibilitiesOrder Processing: Accurately process customer orders,...


  • La Jolla, California, United States La Jolla Oral and Facial Surgery | Drs. Gramins and Lin Full time

    Job OverviewPosition Summary:The primary objective of the Patient Scheduling Specialist is to create a welcoming, supportive, and stress-free atmosphere for patients receiving surgical treatment. This role is essential in ensuring that patients' needs are met and that they receive optimal care throughout their experience.Key Responsibilities:Manage all...


  • La Verne, California, United States Panera Bread Full time

    Nighttime Pastry SpecialistCompany Overview:At Panera Bread, we pride ourselves on our commitment to quality and the exceptional service we provide to our guests. Our bakers are the backbone of our cafes, ensuring that we deliver fresh, delicious products every day.Position Summary:As a Nighttime Pastry Specialist, you will be responsible for crafting all...