Estate Planning Attorney
6 days ago
Shoup Legal, a Professional Law Corporation, is seeking an experienced Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will be responsible for developing and implementing estate plans that meet the unique needs of our clients. This is an opportunity to work with a forward-thinking law firm that prioritizes life-work balance and empowers its attorneys to provide exceptional value and quality representation to clients.
About the RoleResponsibilities include:
- Conducting initial consultations with clients to understand their estate planning needs and goals
- Developing and recommending estate planning strategies that meet the client's objectives, including advising on the appropriate type of trusts to meet their needs
- Drafting estate planning documents, including wills, trusts, and ancillary documents
- Explaining complex legal concepts and provisions of the estate plan to clients in a clear and concise manner
- Managing multiple projects simultaneously, prioritizing tasks, and meeting deadlines
- Consulting with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward
- Cultivating relationships with clients through consistent and timely communication
Requirements include:
- J.D. from an accredited law school and licensed to practice law in California
- 3+ years of experience in estate planning, including handling matters from inception to conclusion
- Effective communication and problem-solving skills
- Working knowledge of finance, investments, and taxes
- Ability to work well under pressure and maintain confidentiality and discretion when handling client information
Benefits include:
- Paid holidays and personal time off
- Health, dental, vision, and life insurance
- 401K matching contributions
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