Estate Planning Paralegal — Detail-Driven & Client-Focused

Intuit, Inc.; Billings (MT); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Health insurance stipend

Vision and dental options

3% retirement match

Paid holidays

PTO accrual

Job summary

Intuit, Inc. is seeking a detail-oriented Estate Planning Paralegal in Billings, MT to support attorneys in drafting wills, trusts, and related documents while maintaining client files and ensuring a smooth estate planning process.

The role requires strong drafting and organizational skills, discretion with confidential information, and warm, professional client communications. Prior paralegal experience in estate planning and proficiency with Word are preferred.

Qualifications

• At least two years of paralegal experience, preferably in estate planning.
• Paralegal certificate, associate degree, bachelor’s degree, or an equivalent combination of education and relevant experience preferred.
• Familiarity with wills, revocable trusts, powers of attorney, health care directives, and trust funding.
• Strong document drafting, proofreading, and organizational skills.
• Ability to manage multiple matters, prioritize assignments, and meet deadlines.
• Excellent verbal and written communication skills.
• Compassion and professionalism when working with clients on sensitive family and financial matters.
• Proficiency with Microsoft Office, particularly Word; experience with estate planning drafting software and case management systems preferred.
• Ability to work independently within assigned responsibilities and collaboratively under attorney supervision.

Responsibilities

• Assist attorneys with preparing wills, trusts, powers of attorney, advance health care directives, and related estate planning documents.
• Prepare deeds, asset schedules, beneficiary designation correspondence, and trust funding materials under attorney direction.
• Gather and organize client information, including family details, assets, existing estate planning documents, and planning objectives.
• Review draft documents for accuracy, completeness, consistency, and alignment with attorney instructions.
• Coordinate client consultations, document reviews, and signing appointments.
• Assist with document execution, including arranging witnesses and notary services according to firm procedures and attorney instructions.
• Track outstanding information, document revisions, deadlines, and follow-up tasks.
• Support trust funding by preparing correspondence and coordinating with clients, financial institutions, and other advisers as authorized.
• Maintain accurate physical and electronic client files in the firm’s document and case management systems.
• Communicate with clients about document requests, scheduling, and administrative next steps; refer legal questions to attorneys.
• Conduct research and obtain property records or other supporting documents as directed.
• Record billable time accurately and assist with billing documentation as required.
• Maintain confidentiality and follow firm policies and applicable professional standards.

Skills

Drafting

Organization

Communication

Multitasking

Client service

Time management

Professionalism

Education

Paralegal certificate

Associate degree

Bachelor’s degree

Tools

Microsoft Word

Estate planning software

Case management systems

Job description

Intuit, Inc. is seeking a detail-oriented Estate Planning Paralegal in Billings, MT to support attorneys in drafting wills, trusts, and related documents while maintaining client files and ensuring a smooth estate planning process.

The role requires strong drafting and organizational skills, discretion with confidential information, and warm, professional client communications. Prior paralegal experience in estate planning and proficiency with Word are preferred.