Estate Planning Attorney

  • Shoup Legal. A Professional Law Co
  • Murrieta, CA
  • time-alarm-solid 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.