Job Description
About McCullough Law McCullough Law is an elite law firm focused on delivering specialized, high quality legal services in a professional and efficient manner. We value humility, a job well done, and relationships. We believe that these core values act as a catalyst in allowing us to build, secure, and fulfill the legacies of our team members and clients.
About Your Role McCullough Law is seeking a full-time, career-minded Legal Researcher to join our growing company. This specialized role is responsible for researching, documenting, and preparing transfer documents for our clients' estates. Each estate ranges from simple to complex and includes a diverse portfolio of assets.
Responsibilities - Review, record, organize, 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 for our team, our clients, and their advisors
- Critically think through all research and documentation to ensure attorney recommendations are implemented and client goals are accomplished
- Draft and/or prepare documentation and forms to transfer assets according to federal, state, and county laws and requirements and attorney recommendations
- Accurately enter data into the applicable documents and/or forms
- 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) to the Financial Crimes Enforcement Network (FinCEN), on behalf of clients, under attorney's direction
Requirements Required Qualifications - 4+ years of professional experience in the legal, finance, healthcare, or business field
- Must have professional appearance and demeanor
- 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, maintain strict confidentiality, and implement coaching, training, and feedback
- Exceptional verbal, written, and interpersonal skills
- Proficient in Microsoft 365 (Word, Excel, and Outlook) and Adobe Acrobat
- Applicants must be available to work onsite Monday to Friday from 8:25 a.m. to 5:00 p.m.
Preferred Qualifications - Knowledge of real estate, financial investments and bank accounts, private equity, life insurance policies, asset appraisal, and/or business structures
- Familiar with different estate planning documents (i.e., will, health care directive, power of attorney, trusts, etc.) Leadership experience
Benefits - Pay range is $48,000 - $65,000+ DOE
- Health, dental, vision, and life insurance with generous employer premium coverage
- Employee Assistance Program (EAP)
- VASA Gym Membership Reimbursement
McCullough Law
Job Tags
Holiday work, Full time, Monday to Friday,