Estate Planning Analyst

1 week ago


Provo, Utah, United States Hire Integrated Full time
Role Overview

We are seeking a detail-oriented and skilled Estate Planning Analyst to join our team at McCullough Law. As an Estate Planning Analyst, you will play a critical role in assisting attorneys with the review, organization, and analysis of estate assets, client notes, and legal documentation.

Key Responsibilities
  • Review and record 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 for clients and their advisors
  • Critically think through research and documentation to ensure attorney recommendations are implemented and client goals are accomplished
Requirements
  • Possess excellent analytical, organizational, and communication skills
  • Demonstrate ability to work independently and as part of a team
  • Ability to maintain confidentiality and handle sensitive information
What We Offer
  • A competitive salary range of $18-23 per hour (DOE) + generous benefits package
  • Approximately 900 hours of professional training within the first 9 months
  • Ongoing education and development opportunities
  • Opportunity to work with a talented team of professionals

We offer a dynamic and supportive work environment that fosters growth and development. If you are a motivated and detail-oriented individual who is passionate about estate planning, we encourage you to apply.



  • Provo, Utah, United States Hire Integrated Full time

    Company OverviewMccullough 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 UsWe are the golden standard for private wealth and estate planning. We craft custom-tailored solutions designed to...


  • Provo, Utah, United States McCullough Law Full time

    Job OverviewWe are a leading law firm specializing in private wealth and estate planning. Our team of experts crafts custom solutions to address complex assets and family dynamics.We prioritize exceptional care, paying close attention to every detail of our clients' needs. Our goal is to protect the value of each client's estate and ensure their legacy...


  • Provo, Utah, United States McCullough Law Full time

    About McCullough LawWe are the leading provider of private wealth and estate planning services. Our team of experts crafts custom solutions to address the unique complexities of assets and personal family dynamics.Our core value is exceptional care, with a focus on attention to every detail of our clients' needs. We strive to protect the value of each...


  • Provo, Utah, United States Hire Integrated Full time

    Estate Management Coordinator Job DescriptionWe are seeking a results-driven Estate Management Coordinator to join our team. As a Paralegal, you will work closely with attorneys, clients, and team members to deliver high-quality estate planning, trust administration, and business law services.Key Responsibilities:Assessing and validating client needs on an...


  • Provo, Utah, United States Hire Integrated Full time

    Job Summary: We are seeking a skilled Wealth Planning Associate to join our team. As a Paralegal, you will work closely with attorneys and clients to develop tailored solutions for estate planning, trust administration, and business law.Responsibilities:Developing strong relationships with clients and advisors through accurate and timely...


  • Provo, Utah, United States McCullough Law Full time

    Your Role at McCullough LawAs a Client Services Coordinator, you will thrive on building relationships and making a difference in each interaction with every individual. You will be the initial point of contact for prospective clients, setting the stage for a successful partnership.You will utilize your talents for capturing attention and demonstrating how...


  • Provo, Utah, United States Prompt Recruiting Full time

    We are seeking a talented Lead Applied Behavior Analyst to join our team at Prompt Recruiting in Provo, Utah.As a BCBA with experience in center or home-based settings, you will oversee a caseload of 6-8 kiddos, manage and train RBTs, conduct assessments, and supervise treatment plans. You will also provide parent coaching and work collaboratively with other...


  • Provo, Utah, United States Hire Integrated Full time

    Estate Planning and Legacy Drafting ProfessionalJoin us at Mccullough Law as we strive to build a legacy of trust and expertise in the field of estate planning and asset protection.About UsMccullough Law is a leader in providing estate planning and asset protection solutions. Our team of experts is dedicated to helping individuals and families protect their...


  • Provo, Utah, United States Utah County Full time

    Job SummaryUtah County is seeking a highly skilled Data Analyst III to join their team. The successful candidate will be responsible for developing and implementing mathematical models to produce real property valuations.Key Responsibilities- Develop and calibrate mathematic models to produce real property valuations.- Create models using additive and...


  • Provo, Utah, United States McCullough Law Full time

    About the JobAs an Estate Planning Researcher at McCullough Law, you will be responsible for conducting thorough research on estate assets, client notes, and legal documentation to create comprehensive overviews of each client's estate.You will also be responsible for extracting key information from legal documents, state and county records, and other...


  • Provo, Utah, United States Prompt Recruiting Full time

    Improve Lives as a Lead ABA ProfessionalWe're seeking a compassionate and skilled Board Certified Behavior Analyst (BCBA) to join our team in Provo, Utah.About the Role:Oversee a caseload of 6-8 children in center or home-based settings, promoting positive behavior change and supporting their growth.Train and manage Registered Behavior Technician (RBTs),...


  • Provo, Utah, United States McCullough Law Full time

    **About McCullough Law**We are a leading law firm dedicated to providing exceptional wealth management and estate planning solutions. Our team of experts crafts customized plans tailored to our clients' unique needs.Our mission is to protect the value of each client's estate and ensure their legacies endure for generations. We strive to provide unparalleled...


  • Provo, Utah, United States McCullough Law Full time

    About McCullough LawWe are a leading provider of private wealth and estate planning solutions, renowned for our expertise in crafting custom-tailored approaches to address the unique complexities of assets and personal family dynamics.Our team is dedicated to delivering exceptional care, prioritizing attention to every detail of our clients' needs. We strive...

  • Content Specialist

    3 weeks ago


    Provo, Utah, United States McCullough Law Full time

    About McCullough LawWe are a premier private wealth and estate planning law firm dedicated to delivering exceptional results for our clients. Our team of experts crafts custom-tailored solutions to address the unique complexities of assets and personal family dynamics.We prioritize attention to detail, providing exceptional care to every aspect of our...

  • Custom Will Creator

    3 weeks ago


    Provo, Utah, United States McCullough Law Full time

    Estate Planning Drafting OpportunityWe are looking for a talented Legal Drafter to join our team at McCullough Law. As a critical member of our estate planning team, you will be responsible for creating customized legal documents that meet the unique needs of our clients.This is an exciting opportunity for someone who enjoys working with words and has a...


  • Provo, Utah, United States McCullough Law Full time

    Overview of McCullough LawWe are dedicated to providing exceptional wealth and estate planning services to our clients. Our goal is to protect the value of each client's estate and ensure that legacies live on for generations.Your Day-to-DayYou will work closely with our team to build trusted relationships with clients, third party advisors, and team...


  • Provo, Utah, United States McCullough Law Full time

    About McCullough LawWe are a leading private wealth and estate planning firm that provides expert solutions to our clients' unique needs.At McCullough Law, we strive to protect the value of each client's estate and ensure that legacies live on for generations.Our team is dedicated to delivering exceptional service and attention to detail in everything we...


  • Provo, Utah, United States Golden Touch ABA Full time

    We are seeking a highly skilled and experienced Board Certified Behavior Analyst to join our team at Golden Touch ABA.Job OverviewThis role is responsible for assessing, designing, and implementing treatment plans for clients with autism. As a key member of our team, you will work closely with families, caregivers, and other professionals to develop and...


  • Provo, Utah, United States PEG Property Group LLC Full time

    The PEG Property Group LLC is committed to delivering exceptional service to our residents and investors. As a Community Development Director, you will play a critical role in shaping our community's vision and goals.Estimated Salary: $60,000 - $80,000 per year, based on qualifications and experience.This is a leadership position that requires strategic...


  • Provo, Utah, United States Gracious Growth ABA Full time

    About Gracious Growth ABAWe are a newly established company driven by compassion and the belief in personalized care for children with Autism Spectrum Disorder (ASD). Our team works together to develop customized programs that foster real progress and celebrate each child's achievements.Key Responsibilities:Develop evidence-based, life-changing programs...