Estate Planning Attorney

Shoup Legal, a Professional Law Corporation; New York (NY); On-site; USD 150,000 - 225,000; Full time

Benefits offered by this job

Paid holidays

Personal time off

Health, dental, vision, and life保险

401K matching contributions

Job summary

Shoup Legal, a Professional Law Corporation, seeks an experienced Estate Planning Attorney to help clients safeguard their families through comprehensive estate plans. The firm emphasizes technology-forward practices and a strong client-centered approach, with a collaborative, on-site team culture.

The successful candidate will draft wills and various trusts, conduct initial consultations, and clearly explain complex planning options to clients.

Qualifications

• J.D. from an accredited law school and bar license.
• 3+ years of estate planning experience.
• Excellent written and oral communication.
• Strong discretion and integrity with client data.
• Proficiency with MS Office and case management software.

Responsibilities

• Conduct client consultations and identify estate planning strategy.
• Draft wills and trusts and ancillary documents.
• Explain complex estate plans to clients clearly.
• Manage multiple cases with deadlines in a fast-paced setting.
• Maintain client communication and progress reports.

Skills

Communication skills

Attention to detail

Discretion

Integrity

Education

J.D. from an accredited law school

Tools

MS Office Suite

Case management software

Wealth Counsel drafting

Job description

Full-time 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.

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

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 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
• Experience with Wealth Counsel drafting is desired

Salary Description

$150,000-$225,000 including incentive bonuses