- Shoup Legal. A Professional Law Co
- Murrieta, CA
- 02-22-2024
Job Description
Shoup Legal. A Professional Law Co is seeking an experienced Estate Planning Attorney to join our innovative and client-focused firm. If you are passionate about estate planning, possess excellent communication skills, and are ready to contribute to a dynamic team, then we invite you to apply.
Responsibilities
- Conduct initial consultations with clients.
- Identify and recommend strategies to fulfill client objectives.
- Draft estate planning documents and trusts.
- Explain complex legal concepts to clients.
- Manage multiple projects efficiently and meet deadlines.
- Collaborate with clients, accountants, and advisors.
- Cultivate client relationships and develop a client base.
Requirements
- J.D. from an accredited law school and California State Bar license.
- 3+ years of estate planning experience.
- Strong communication skills and financial knowledge.
- Ability to maintain confidentiality and integrity.
- Proficiency in MS Office Suite and case management software.
Benefits
- Paid holidays and personal time off.
- Health, dental, vision, and life insurance.
- 401K matching contributions.