Estate Planning Specialist

2 weeks ago


Provo, Utah, United States McCULLOUGH LAW PLLC Full time

McCullough Law PLLC is seeking a skilled Legal Researcher to join our team. As a key member of our estate planning department, you will be responsible for researching, documenting, and preparing transfer documents for our clients' estates. This specialized role requires a high level of attention to detail, critical thinking, and analytical skills to ensure accurate and comprehensive documentation. The ideal candidate will have 4+ years of professional experience in the legal, finance, or business field and possess excellent communication and interpersonal skills. If you are a motivated and organized individual with a passion for estate planning, we encourage you to apply.

Responsibilities:

* Review and analyze estate assets, client notes, and legal documentation to create a comprehensive overview of each client's estate
* Extract key information from legal documents, state and county records, and other third-party documentation to accurately outline attorney recommendations
* Draft and/or prepare documentation and forms to transfer assets according to federal, state, and county laws and requirements
* Collaborate with team members on all aspects of the client's estate
* File reports of beneficial ownership information and applicant information for business entities in accordance with the Corporate Transparency Act (CTA)

Requirements:

* 4+ years of professional experience in the legal, finance, or business field
* Excellent critical thinking, analytical, and research skills
* Impeccable attention to detail
* Effective time management and organization to meet and exceed deadlines
* Proven ability to work independently and collaborate with a team
* Exceptional verbal, written, and interpersonal skills
* Proficient in Microsoft 365 and Adobe Acrobat

Preferred Qualifications:

* Knowledge of real estate, financial investments, and asset appraisal
* Familiarity with different estate planning documents

Benefits:

* Competitive salary range: $48,000 - $65,000+ DOE
* Paid time off (PTO)
* 15 paid holidays
* Health, dental, vision, and life insurance
* 401(k) matching up to 6%
* Employee Assistance Program (EAP)
* VASA Gym Membership Reimbursement

If you are a motivated and organized individual with a passion for estate planning, we encourage you to apply.



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