Estate Planning Attorney: Corona, Mission Valley, & Murrieta

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

Posted 3 weeks ago | May 14, 2026

Life is full of uncertainties. When people are endeavoring into the unexpected, they want to make sure that they are safe and protected. Here at Shoup Legal, A Professional Law Corporation, we help our clients plan today for peace of mind tomorrow.

What does that mean for you? For us, it means guiding our clients through difficult conversations with thought, care, and a substantial amount of expertise. We are 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 team to go above and beyond to service clients in their most desperate hours of need.

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 because we value the culture we have instituted at our firm. We have cultivated a remarkable team that embraces the belief that the work we do is more than just a job, it is a way to help protect the lives of the families we serve.

• 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

Qualifications

• D. from an accredited law school and licensed with the California State Bar
• Preferred 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
• A transferable book of business is a BIG plus

Benefits include:

• Paid holidays
• Personal time off
• Health, dental, vision, and life insurance

Free educational resources to assist you with life and estate planning in today’s modern world.