Associate Attorney- Estate Planning
McCullough Law
Provo, UT US
Posted ago
McCullough Law

Associate Attorney – Estate Planning

McCullough Law is seeking Utah-licensed estate planning attorneys with two or more years of experience to join our growing firm. With over 25 years of specialized and sophisticated experience, our firm is revolutionizing the legal services industry. We are looking for attorneys who thrive in a fast-paced, evolving environment. These individuals must be humble, proactive, self-motivated, continuously learning and improving, and willing to invest in a long-term relationship with our firm. The incumbent will work as a part of our team to prepare, review, and implement our highly customized estate planning and asset-protection plans. These plans require the highest levels of precision and simplicity to ensure the goals and objectives of the client are achieved. Candidates with a tax background are preferred.

Basic Function:

The Associate Attorney is tasked with working closely with clients and team members to prepare (i.e., draft) customized estate planning and asset protection plans. They must participate in the preparation, application, review, and execution of all areas within the firm. They are responsible to be mentored by attorneys, learning from a motivated team, receiving and implementing constant feedback given by team members, proactively growing in the role, and adapting quickly to our fast-paced environment.

Core Competencies:

  • Critical Thinking
  • Observant Problem Solver
  • Attention to Detail
  • Analytical Skills
  • Client Relations
  • Progress and Results Driven
  • Team Player
  • Emotional Intelligence
  • Building Relationships with Associates

Responsibilities

  • Clearly outline notes and project information to ensure quality at the source.
  • Prepare initial drafts of documents and thoroughly review drafted documents (e.g., Wills, Health Care Directives, Powers of Attorney, Grantor Trusts, Non-Grantor Trusts, Trust Administration, and Probate).
  • Proactively support and assist the McCullough Law team.
  • Provide clients with an elevated and customized experience by consulting with clients to discern their wishes and gather information for drafting the appropriate documents.
  • Succinctly and confidently communicate high-level concepts of estate planning.
  • Consistently demonstrate a high degree of motivation.
  • Meet internal and external deadlines.
  • Manage multiple high-priority tasks at a time.
  • Promptly and effectively communicate via mail, email, phone, virtual meeting, and in-person interaction to engage clients and to inform team members of client status.
  • Advice on the estate, gift, GST, and income tax matters along with proper administration of trusts and post-death procedures.
  • Build relationships and communicate with financial advisors, accountants, and other members involved in a client’s estate.
  • Develop a client following to increase firm revenue and track all billable and non-billable work.

Other Responsibilities:

  • Perform all other duties, as assigned.
  • Complete CLE requirements, as required.
  • Always adhere to firm policies and procedures.

Qualifications

Qualifications: Education, Knowledge, Training, Work Experience

  • Juris Doctor (JD) Degree. Additional licensure or education, such as MAcc, LLM, MPA, or MBA is helpful.
  • Licensed with the state of Utah
  • 2 years experience
  • Ability to apply concepts and knowledge to effectively recommend and implement estate planning and tax strategies – both oral and written.
  • Excellent communications skills – both oral and written.
  • High attention to detail, ability to prioritize tasks, and meet all deadlines.
  • Ability to anticipate the client’s needs and the firm’s needs to avoid unpreparedness.
  • Possess high standards and a mindset of excellence.
  • Demonstrated experience with relevant firm software programs such as Microsoft Office Applications (Word, Outlook, and Excel).

Compensation
$72,500 yearly
About McCullough Law

At McCullough Law, we believe that our people and firm have infinite potential. As a team, we create and foster a culture where each employee can discover, contribute, and maximize their potential for overall happiness, satisfaction, and success as individuals, families, and communities. Our culture is based on and around the importance of relationships, continual improvement, and extending our expertise and services to clients and companies for generations.

As a member of the McCullough Law team, you will have the opportunity to work with team members and clients of the highest caliber. Our team members support one another in a unified cause of securing legacies. We offer an exceptional work culture that is focused on personal and professional development, high standards, and team success. Our firm is currently experiencing exponential growth. As such, there is great potential for advancement opportunities and long-term careers. 

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