Estate Planning Attorney
6 days ago
We are seeking an experienced Estate Planning Attorney to join our team at Shoup Legal. A Professional Law Co. As an Estate Planning Attorney, you will be responsible for conducting initial consultations with clients, identifying their objectives, and making recommendations to fulfill those objectives.
You will draft estate planning documents, including wills, trusts, and ancillary documents. Your ability to explain complex legal concepts and provisions of the estate plan to clients is essential. You will also be responsible for cultivating relationships with clients, accountants, financial advisors, and other parties as needed.
Key Responsibilities:
- Conduct initial consultations with clients
- Draft estate planning documents
- Explain complex legal concepts to clients
- Cultivate relationships with clients and other parties
- Report on caseload at weekly meetings
Requirements:
- J.D. from an accredited law school and licensed with the California State Bar
- 3+ years of estate planning experience
- Effective communication and writing skills
- Working knowledge of finance, investments, and taxes
- Discretion, confidentiality, and integrity in handling client information
What We Offer:
- Paid holidays and personal time off
- Health, dental, vision, and life insurance
- 401K matching contributions
Job Type:
- Full-time
- On-site
Compensation:
$[Salary] Yearly Salary
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