Medi-Cal and Estate Planning Attorney at Shoup Legal,… · Remote

Are you passionate about Estate Planning and helping clients navigate Medi-Cal planning to protect their assets, preserve their financial security, and safeguard their families’ futures?

Are you looking to join a law firm that values your contributions, supports your professional growth, and prioritizes work-life balance?

We’d love to speak with you!

We are an Estate Planning, Trust Administration, and Probate law 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 with exceptional value and quality representation.

If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning and Medi-Cal 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.

Our Attorneys receive support from our amazing team comprised of Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team.

*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.
• Draft Medical 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.

Benefits include:

• Paid holidays
• Personal time off
• Health, dental, vision, and life insurance
• 401K matching contributions (after 1 year)

Job type:

• Part-time or Full-time
• Remote

• J.D. from an accredited law school and licensed with the California State Bar
• 3+ years of estate planning and Medical experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan or Medical plan, and preparing the appropriate estate plan or Medical 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
• 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