Estate Planning Attorney
Company: Shoup Legal. A Professional Law Co
Location: Murrieta
Posted on: October 23, 2024
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Job Description:
Description:Are you passionate about helping estate planning
clients protect themselves and their families? Are you looking for
somewhere that values your contribution and appreciates your hard
work?Are you looking for a fresh start at a technology-forward law
firm that puts life-work balance at the forefront of their
thinking? Then we want to talk to you!If you are an experienced,
empathetic, organized, detail-oriented, and charismatic Estate
Planning Attorney who is ready to take the next step in your
career, then we invite you to apply to our firm. We are selective
in who we hire, and our interview process is rigorous to ensure we
hire high caliber attorneys who positively contribute to our firm
culture.We are an Estate Planning, Trust Administration, and
Probate firm focused on leveraging technology and five-star
customer service to provide clients with an experience not seen in
other firms. We believe in empowering our Attorneys to go above and
beyond to serve clients exceptional value and quality
representation.Our Attorneys receive support from our amazing team
comprised of Office Assistants and Paralegals who are meticulously
selected and trained to be a part of our world-class team. We have
cultivated a remarkable team that embraces the belief that visiting
an attorney's office should be a positive experience, and not an
uncomfortable one.*Please note, applicants who do not follow
instructions when applying will not be considered for the
position.*ResponsibilitiesConduct initial consultation with
clientsIdentify the appropriate strategy to meet the client's
expressed objectives and make recommendations to fulfill those
objectives including advising on the appropriate type of trust(s)
to meet the client's objectivesDraft estate planning documents,
including wills, distinct types of trusts, ancillary
documentsAbility to explain complex legal concepts and explain all
provisions of the estate plan to the clientAbility to self-start,
meet deadlines, prioritize, manage multiple projects
simultaneously, work well with change in a fast-paced
environmentRegularly consult with clients, accountants, financial
advisors, and other parties as needed to effectively move cases
forwardCultivate relationships with the firm's existing and future
clients by maintaining consistent and timely communicationReport on
caseload at a weekly case review meetingDevelop a client following
to increase the firm's revenuesBenefits include:Paid
holidaysPersonal time offHealth, dental, vision, and life
insurance401K matching contributionsJob
type:Full-timeOn-siteRequirements:J.D. from an accredited law
school and licensed with the California State Bar3+ years of estate
planning experience handling matters from inception to conclusion,
including meeting with clients, developing a strategy for an estate
plan, and preparing the appropriate estate plan documents to meet
the client's objectivesEffective, clear, concise, and accurate
communication, both oral and written, at an appropriate level to
the situation and the clientWorking knowledge of finance,
investments, and taxesGreat ability to focus under pressure and the
willingness to do what needs to be doneDemonstrate a high degree of
discretion, confidentiality, and integrity in the handling of
personal client information, including following the Rules of
Professional ConductHave strong computer skills with extensive
experience using MS Office Suite, timekeeping, and case management
softwareExperience with Wealth Counsel drafting is
desiredCompensation details: 150000-225000 Yearly
SalaryPI866e13e52572-25660-34256530
Keywords: Shoup Legal. A Professional Law Co, Pico Rivera , Estate Planning Attorney, Legal , Murrieta, California
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