What are the responsibilities and job description for the Experienced Estate Planning Attorney position at Shoup Legal. A Professional Law Co?
Passionate Estate Planning Attorney Wanted
We are seeking a highly skilled and empathetic Estate Planning Attorney to join our team at Shoup Legal, a technology-forward law firm in Murrieta, California.
The ideal candidate will have 3 years of experience in estate planning, excellent communication skills, and the ability to explain complex legal concepts to clients. They will also be proficient in MS Office Suite, timekeeping, and case management software.
Key Responsibilities:
- Conduct initial consultations with clients to understand their objectives and develop tailored estate plans.
- Draft estate planning documents, including wills, trusts, and ancillary documents.
- Communicate effectively with clients, accountants, financial advisors, and other parties to move cases forward.
- Cultivate relationships with existing and future clients through consistent and timely communication.
- Develop a client following to increase firm revenues.
Benefits:
- Competitive salary: $120,000 - $180,000 per year, depending on experience.
- Paid holidays and personal time off.
- Health, dental, vision, and life insurance.
- 401K matching contributions.
Requirements:
- J.D. from an accredited law school and licensed with the California State Bar.
- Preferred 3 years of estate planning experience.
- Excellent communication, organization, and time management skills.
- Working knowledge of finance, investments, and taxes.
- Ability to work well under pressure and prioritize multiple tasks.
About Us:
Shoup Legal is a technology-forward law firm that values life-work balance and empowers its attorneys to provide exceptional value and quality representation to clients. We have a remarkable team that prioritizes positive experiences for clients and strives to deliver five-star customer service.
Salary : $120,000 - $180,000