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Legal Assistant - Estate Planning

Ray Quinney & Nebeker

Ray Quinney & Nebeker of Salt Lake City, UT, one of the largest and most reputable full-service law firms in Utah, is looking to hire a full-time Legal Assistant for its Estate Planning group. This Estate Planning Legal Assistant position enhances the effectiveness of the attorneys in the group by performing a variety of tasks and duties such as drafting correspondence and legal documents; managing calendars for meetings; maintaining electronic files in the firm's document management system; and maintaining hardcopy client files. Confidentiality of proprietary information is a must. This position is full-time, in-office, and is eligible for excellent benefits including a robust medical insurance plan, dental insurance, a generous 401(k) plan with matching and profit-sharing , generous paid time off (PTO), and more. Primary Duties & Responsibilities Maintain hardcopy and electronic client files Create drafts of estate planning documents such as wills, trusts, certificates of trusts, powers of attorney, health care directives, tangible personal property lists Research county recorder records, create deeds and record deeds Attend signing meetings with attorney and clients Create drafts of probate documents including petitions, death certificates, acceptances, waivers and releases, orders, letters testamentary, etc. Organize and file legal pleadings in order to ensure process requirements are met Perform administrative duties such as making copies, scanning, and answering phone calls Coordinate and manage calendars for meetings, court hearings and legal education classes Communicate with clients, courts, outside counsel, and other affiliates Assist with and maintain time entries, billing records and invoicing issues Assist with preparation of 706 Estate Tax Returns and 709 Gift Tax Returns on firm software Assist with annual renewal of attorney licenses and continuing legal education requirements for multiple states Knowledge, Skills and Abilities Proficient in Microsoft Office and Adobe Excellent interpersonal and communication skills Organized with a strong attention to detail Ability to take direction and work independently with little or no supervision Ability to keep and maintain confidential information regarding clients and firm issues Proficient typist Ability to file deeds electronically Qualifications 3+ years working as an estate planning legal assistant Two-year degree or equivalent work experience Notary license in the state of Utah; or ability to obtain #J-18808-Ljbffr Ray Quinney & Nebeker

Vacancy posted 3 days ago
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