Estate Planning Legal Assistant: Detail-Driven Support

Parr Brown Gee & Loveless; Salt Lake City (UT); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability insurance

Paid time off

Job summary

Parr Brown Gee & Loveless in Salt Lake City seeks an Estate Planning Legal Assistant to support our Estate Planning, Tax, Probate, Trust Administration and Business Formation teams. This role emphasizes accuracy, discretion, and client service.

You will draft and format estate planning documents, assist with probate filings, manage calendars and client communications, and help with entity formation. A high school diploma is required; paralegal experience preferred.

Qualifications

• Attention to detail
• Excellent organizational skills
• Ability to manage multiple priorities
• Strong client-service mindset
• Professional written and verbal communication
• Discretion with confidential information
• Proofreading and document preparation
• Independent and collaborative work style
• Advanced proficiency in Microsoft Office Suite
• Experience with legal document management systems and timekeeping software

Responsibilities

• Provide direct support to multiple estate planning attorneys.
• Prepare, revise, proofread, and format estate planning documents (wills, trusts, powers of attorney, healthcare directives).
• Assist with probate filings and court pleadings.
• Support trust and estate administration with records, correspondence, deadline tracking, and asset transfers.
• Assist with preparation of gift and estate tax returns and supporting documentation.
• Coordinate communications with clients, trustees, accountants, financial advisors, and government agencies.
• Prepare engagement letters, client correspondence, and legal memoranda.
• Process new client intake, including conflict checks and file setup.
• Maintain electronic and physical client files.
• Manage attorney calendars, schedule appointments and meetings.
• Assist with formation and maintenance of business entities and related filings.
• Prepare organizational documents for new entities and maintain records.
• Manage attorney time entries and billing-related tasks.
• Provide administrative support for special projects and other assignments.

Job description

Parr Brown Gee & Loveless in Salt Lake City seeks an Estate Planning Legal Assistant to support our Estate Planning, Tax, Probate, Trust Administration and Business Formation teams. This role emphasizes accuracy, discretion, and client service.

You will draft and format estate planning documents, assist with probate filings, manage calendars and client communications, and help with entity formation. A high school diploma is required; paralegal experience preferred.