Experienced Estate Planning Attorney

1 month ago


La Quinta, California, United States Shoup Legal. A Professional Law Co Full time
About the Role

We are seeking an experienced and skilled Estate Planning Attorney to join our team at Shoup Legal. A Professional Law Co. As an Estate Planning Attorney, you will play a critical role in helping our clients protect their assets and ensure their wishes are carried out.

Key Responsibilities
  • Conduct initial consultations with clients to understand their estate planning needs and goals.
  • Develop and implement estate plans that meet the client's objectives, including drafting wills, trusts, and other estate planning documents.
  • Provide clear and concise explanations of complex legal concepts to clients, ensuring they understand their estate plan.
  • Work closely with clients, accountants, financial advisors, and other parties to effectively manage cases and achieve desired outcomes.
  • Cultivate strong relationships with clients through regular communication and exceptional service.
  • Stay up-to-date with changes in estate planning laws and regulations, ensuring our clients receive the best possible advice.
Requirements
  • J.D. from an accredited law school and licensed to practice law in California.
  • At least 3 years of experience in estate planning, with a focus on handling matters from inception to conclusion.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively.
  • Proficiency in MS Office Suite and case management software, with experience using Wealth Counsel drafting.
What We Offer
  • A competitive salary and benefits package.
  • The opportunity to work with a dynamic and supportive team.
  • A collaborative and inclusive work environment.
  • Professional development opportunities to help you grow and succeed in your career.


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