McCullough Law is seeking a full-time Legal Researcher to join our fast-growing company and provide exceptional, elevated service to ensure client goals and objectives are met. The ideal candidate for this position is a person of integrity who exceeds expectations, an inquisitive problem solver, adaptable, and detail oriented with an ability to see the big picture, deadline driven, and accountable.
Our core values are the compass of our business and hiring process. We value humility, a job well done, and building relationships. These values guide us as we build, secure, and fulfill legacies for our employees and clients because everyone deserves to leave a legacy. Could we be yours?
Responsibilities
- Review, document, organize, and analyze estate assets, client notes, and legal documentation to ensure a comprehensive view of each client’s estate is captured
- Research and extract key information from legal documents, state and county records, and other outside sources to provide an outline of assets and attorney recommendations for the team, clients, and professionals
- Clearly and concisely communicate, verbally and in writing, comprehensive research data to ensure strategic success of each client’s overall estate plan
- Critically think through all research and documentation to ensure attorney recommendations and client goals are correctly and strategically implemented
- Draft and/or prepare documentation and forms to transfer assets according to federal, state, and county laws and requirements and attorney recommendations[CM1]
- Communicate and collaborate with team members on all aspects of the client’s estate
Requirements
- 2 years of professional business, legal, finance, or research experience required
- Knowledge of real estate, financial investments and bank accounts, private equity, life insurance policies and/or business structures and creation preferred
- Must have professional appearance and demeanor
- Excellent critical thinking, analytical, and researching skills
- Impeccable attention to detail
- Effective time management and organization to meet and exceed deadlines
- Proficient in Microsoft and Adobe Suites
- Applicants must be available to work onsite, Monday – Friday 8:25 a.m. – 5:00 p.m.
Benefits
- Pay range is $16-$24 per hour DOE*
- Paid time off and paid holidays
- Benefits include health, dental, vision, and life insurance, 401(k) matching, and gym membership reimbursement