Legal Assistant - Estate Planning

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. If this sounds like the right opportunity for you, apply today!

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
• Foundations:
  • maintain master spreadsheet of charitable recipients
  • prepare mail merge letters for grants
  • prepare minutes and other materials for foundation meetings
• 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