Estate Planning Specialist
18 hours ago
Mccullough Law is a leading provider of estate planning and asset protection solutions. Our team of experts is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out.
About Us
We are the golden standard for private wealth and estate planning. We craft custom-tailored solutions designed to address the unique complexities of assets and personal family dynamics. We provide exceptional care, paying attention to every detail of our clients' needs.
Salary and Benefits
The estimated salary for this position is $45,600 - $60,000 per year, based on a 40-hour workweek and 52 weeks per year. The compensation also includes generous benefits, including health, dental, and vision insurance, as well as life insurance with premium coverage.
Job Description
This role involves drafting sophisticated, customized legal documents for attorney review. You will provide legal research to ensure documents meet federal, state, and IRS tax laws. Thoroughly reviewing each client's estate information, structure, and asset documentation to ensure accuracy is also a key responsibility. Consistently and accurately updating legal documents based on client needs and objectives is essential.
Required Skills and Qualifications
To succeed in this role, you should be a detail-loving perfectionist with excellent communication skills. You should exist to be a humble perfectionist; detail-loving, energized-by-work big thinker; team player who sees problems as opportunities; and is a relentless, never-satisfied improver. Approximately 900 hours of professional training within your first 9 months, as well as annual enrollment in McCullough Law University, will help you grow and develop professionally. Additional benefits include 15 paid holidays, generous PTO, and VASA Gym Membership reimbursement.
Becoming an Estate Planning Specialist
Your growth and development begin with our comprehensive training program, which covers emotional resilience and self-awareness, leadership, communication, teamwork, confidence, big picture thinking, problem solving, critical thinking, accountability, professionalism, goal setting, work management, efficiency, business planning, estate planning, asset types, legal services, QSBS, Excel, rules of professional conduct, professional writing, and recognizing and selling value.
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