Estate Planning Attorney Job at Shoup Legal A Professional Law Corporation, Murrieta, CA

WDRsRTJ0YjRtZURvSHBhR3diYVFGZ2lE
  • Shoup Legal A Professional Law Corporation
  • Murrieta, CA

Job 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 attorneys 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.**

*If you are interested in applying, please use the following link:

*Responsibilities*

* Conduct initial consultation with clients
* Identify the appropriate strategy to meet the clients expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the clients 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 firms 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 firms revenues

Requirements

* 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 clients 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
* Experience with Wealth Counsel drafting is desired

Job Type: Full-time

Pay: $150,000.00 - $225,000.00 per year

Benefits:
* 401(k)
* Dental insurance
* Flexible schedule
* Health insurance
* Paid time off
* Vision insurance

Work Location: In person

by Jobble

Job Tags

Full time, Flexible hours,

Similar Jobs

MVM Moving

Class B CDL Driver Job at MVM Moving

 ...Moving and Storage is currently seeking professional drivers. This is mainly a driving position for long...  ...record, and able to obtain a DOT physical. Have a class b CDL. MVM offers newer, well maintained trucks with electronic logs. 2023 and newer Freightliner M... 

G Laz Inc dba Dutchman Window & Cleaning

Window Cleaners & Pressure Washers Job at G Laz Inc dba Dutchman Window & Cleaning

 ...email us. We look forward to meeting you! Company Description Dutchman Window & Cleaning has been providing professional pressure wash and window cleaning services to both residential and commercial properties on the west coast of Florida since 1958. We service... 

Grand Hearing Center

Virtual Live Chat Agent Job at Grand Hearing Center

 ...Job Title: Virtual Live Chat Agent Compensation: $25$35 per hour, paid weekly Location: Fully Remote Schedule: Flexible 48 hour shifts; 1540 hrs/week Experience Required: None full onboarding included JOB OVERVIEW Live Chat Rep is responsible for... 

Enterprise Solutions Inc.

Field Test Engineer Job at Enterprise Solutions Inc.

 ...Job Description Job Title: Field Test Engineer Location: Austin, Texas 78753 Duration: 7+ Months with possible extension Job Description: Required Skills: Experience in Handset testing, commercial OEM or devices in Field / Lab Environment across... 

Tecumseh Products Company

Test Engineer Job at Tecumseh Products Company

 ...Job Description Job Description Position Overview: The Test Engineer will work closely with product development, applications, quality, and lab teams to successfully execute all aspects of required lab testing. This is an entry-level position that will prepare...