Trusted Estate Planning Advisor
3 weeks ago
Shoup Legal is seeking a dedicated and detail-oriented Estate Planning Attorney to join our team. As a member of our estate planning team, you will be responsible for drafting estate planning documents, conducting client consultations, and developing strategies to meet client objectives.
About the Position:
- Type: Full-time
- Location: On-site
Responsibilities:
- Meet with clients to discuss their estate planning needs and develop strategies to meet those needs
- Draft estate planning documents, including wills, trusts, and ancillary documents
- Communicate regularly with clients and other parties to ensure case progress
- Participate in weekly caseload reviews to report on progress
Requirements:
- J.D. from an accredited law school and California State Bar licensure
- 3+ years of estate planning experience
- Effective communication and interpersonal skills
- Working knowledge of finance, investments, and taxes
Salary Range: $150,000 - $225,000 per year
Our comprehensive benefits package includes paid holidays, personal time off, health insurance, and 401K matching contributions.
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