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Estate Planning Attorney

2 months ago

Murrieta, California, United States Shoup Legal. A Professional Law Co Full time

Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for a professional law firm that values your contribution and appreciates your hard work?

Do you want to work for a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you.

If you are an experienced, empathetic, organized, detail-oriented, and charismatic estate planning professional who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high-caliber professionals who positively contribute to our firm culture.

We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our professionals to go above and beyond to serve clients exceptional value and quality representation.

Our professionals receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney's office should be a positive experience, and not an uncomfortable one.

Responsibilities:

  • Conduct initial consultations with clients to understand their estate planning needs.
  • Identify the appropriate strategy to meet the client's expressed objectives and make recommendations to fulfill those objectives, including advising on the appropriate type of trust(s) to meet the client's objectives.
  • Draft estate planning documents, including wills, distinct types of trusts, and ancillary documents.
  • Ability to explain complex legal concepts and explain all provisions of the estate plan to the client.
  • Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, and work well with change in a fast-paced environment.
  • Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward.
  • Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication.
  • Report on caseload at a weekly case review meeting.
  • Develop a client following to increase the firm's revenues.

Benefits include:

  • Paid holidays.
  • Personal time off.
  • Health, dental, vision, and life insurance.
  • 401K matching contributions.

Job type:

  • Full-time.
  • On-site.

Requirements:

  • J.D. from an accredited law school and licensed with the California State Bar.
  • 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client's objectives.
  • Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client.
  • Working knowledge of finance, investments, and taxes.
  • Great ability to focus under pressure and the willingness to do what needs to be done.
  • Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct.
  • Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software.
  • Experience with Wealth Counsel drafting is desired.