Shoup Legal, a Professional Law Corporation · 1 day ago
Estate Planning Attorney
Corona, CA
Full-time
Onsite
Mid, Senior Level
$150K/yr - $225K/yr
3+ years expShoup Legal is a technology-forward law firm that values life-work balance and is seeking an empathetic and organized Estate Planning Attorney. The role involves conducting client consultations, drafting estate planning documents, and cultivating client relationships to enhance the firm's revenues.
AdviceLegal
Responsibilities
Conduct initial consultation with clients
Identify 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 objectives
Draft estate planning documents, including wills, distinct types of trusts, ancillary documents
Ability to explain complex legal concepts and explain all provisions of the estate plan to the client
Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment
Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward
Cultivate relationships with the firm’s existing and future clients by maintaining consistent and timely communication
Report on caseload at a weekly case review meeting
Develop a client following to increase the firm’s revenues
Qualification
Required
J.D. from an accredited law school and licensed with the California State Bar
3+ 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 objectives
Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client
Working knowledge of finance, investments, and taxes
Great ability to focus under pressure and the willingness to do what needs to be done
Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct
Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software
Preferred
Experience with Wealth Counsel drafting is desired
Benefits
Paid holidays
Personal time off
Health, dental, vision, and life insurance
401K matching contributions
Company
Shoup Legal, a Professional Law Corporation
Shoup Legal is an Estate Planning, Probate, Benefits Planning and Business Law Firm serving Southern California.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase