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    Shoup Legal, A Professional Law Corporation

    Estate Planning Attorney

    San Diego, United StatesOn-SiteFull-time$150k – $225k / yearPosted 2w ago
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    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 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.*

    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

    Benefits include:

    • Paid holidays
    • Personal time off
    • Health, dental, vision, and life insurance
    • 401K matching contributions

    Job type:

    • Full-time
    • On-site

    Job details are sourced from the employer's original posting.

    Open job posting
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    About the company

    Shoup Legal, A Professional Law Corporation

    This company's name appears to be a placeholder or an identifier rather than a recognizable company name. Further information would be needed to determine its business and industry.

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