Estate Planning Attorney — Client-Focused, Strategic Leader

Shouplegal; Murrieta (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Paid holidays

Personal time off

Health, dental, vision, and life insurance

Job summary

Shouplegal in Murrieta, California is looking for an experienced Estate Planning Attorney to guide clients through complex estate planning processes. The ideal candidate will have a J.D. and 3+ years in estate planning, showcasing strong organizational and communication skills.

This role involves drafting vital estate planning documents, conducting consultations, and building client relationships. Benefits include paid holidays and comprehensive health insurance to support a balanced work-life.

Qualifications

• 3+ years of estate planning experience managing matters from inception to conclusion.
• Ability to explain complex legal concepts to clients clearly.
• Demonstrate discretion and integrity in client information handling.

Responsibilities

• Conduct initial consultations with clients.
• Draft estate planning documents including wills and trusts.
• Develop a client following to increase firm revenues.

Skills

Effective communication

Detail-oriented

Organizational skills

Ability to work under pressure

Education

J.D. from an accredited law school

Licensed with the California State Bar

Tools

MS Office Suite

Case management software

Job description

Shouplegal in Murrieta, California is looking for an experienced Estate Planning Attorney to guide clients through complex estate planning processes. The ideal candidate will have a J.D. and 3+ years in estate planning, showcasing strong organizational and communication skills.

This role involves drafting vital estate planning documents, conducting consultations, and building client relationships. Benefits include paid holidays and comprehensive health insurance to support a balanced work-life.