Senior Estate Planner

7 days ago

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

Senior Estate Planner

Shoup Legal, A Professional Law Co is seeking an experienced senior estate planner to join our team. The successful candidate will be responsible for identifying the appropriate strategy to meet client's expressed objectives and making recommendations to fulfill those objectives.Key Responsibilities
  • Managing multiple projects simultaneously, prioritizing tasks, and meeting deadlines in a fast-paced environment
  • Cultivating relationships with existing and future clients through consistent and timely communication

The ideal candidate will have:

  • A J.D. from an accredited law school and licensure with the California State Bar
  • 5+ years of experience in estate planning, handling matters from inception to conclusion
  • A working knowledge of finance, investments, and taxes

We offer a competitive salary range of $200,000 - $250,000 per year, as well as benefits including paid holidays, personal time off, health insurance, and 401K matching contributions.

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