Executive Estate Planning Attorney
7 days ago
At Shoup Legal, A Professional Law Co, we are dedicated to delivering exceptional estate planning services to our clients. Our team of experienced attorneys is passionate about helping individuals and families protect their assets and achieve their goals.
We believe in a client-centered approach, where we take the time to understand each client's unique needs and develop tailored solutions that meet their objectives.
We are a technology-forward law firm that leverages innovative tools and strategies to provide clients with an unparalleled experience.
Job DescriptionThis role involves conducting initial consultations with clients, identifying strategies to meet their objectives, and drafting estate planning documents, including wills, trusts, and ancillary documents.
The ideal candidate will have 3+ years of experience in estate planning, excellent communication skills, and a strong working knowledge of finance, investments, and taxes.
Responsibilities include:
- Conducting initial consultations with clients
- Developing estate plans that meet clients' objectives
- Drafting estate planning documents, including wills and trusts
- Explaining complex legal concepts to clients
- Cultivating relationships with clients and other stakeholders
Benefits include:
- Paid holidays and personal time off
- Health, dental, vision, and life insurance
- 401K matching contributions
- J.D. from an accredited law school and licensed with the California State Bar
- 3+ years of estate planning experience
- Excellent communication and organizational skills
- Working knowledge of finance, investments, and taxes
- Ability to work well under pressure and prioritize tasks effectively
The salary for this position is estimated to be between $150,000 and $225,000 per year, depending on experience.
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