Legal Drafter

at  Prince Perelson

LEGAL DRAFTER

$48,000 – $65,000/year+ DOE
Utah County, on-site
Monday – Friday; 8:30am – 5:00pm

Benefits Offered

• Paid time off (PTO) + 15 paid holidays
• Health, dental, vision, and life insurance with generous employer premium coverage
• 401(k) matching up to 6%
• Employee Assistance Program (EAP)

Responsibilities

• Draft sophisticated, customized, and detailed legal documents for attorney and copy-editing review
• Provide legal research to ensure documents meet federal, state, and IRS tax laws
• Thoroughly review each client’s estate information, structure, and asset documentation to ensure accuracy
• Consistently and accurately update legal documents based on client’s changing needs and objectives
• Keep an accurate and efficient record of all document history on an internal client management system
• Accurately enter data into the applicable documents and/or forms
• Collaborate with team members on all aspects of the client’s estate
• Ensure legal documents and asset transfer documents articulate and achieve the client’s objectives and adhere to attorney recommendations
• Prepare business entities, operating documents, and business audits as part of estate planning and asset protection strategies

QUALIFICATIONS

Required Qualifications

• Must live in Utah
• 4+ years of professional experience in the writing, editing, legal, finance, or business field?
• Must have professional appearance, demeanor and communication skills
• Excellent critical thinking, problem solving, and analytical skills
• Effective time management and organization to meet and exceed deadlines
• Proven ability to work independently and collaborate with a team, maintain strict confidentiality, and implement coaching, training, and feedback while maintaining a high attention to detail
• Proficient in Microsoft 365 (Word, Excel, and Outlook) and Adobe Acrobat

Preferred Qualifications

• Familiar with different estate planning documents (i.e., will, health care directive, power of attorney, trusts, etc.)
• Knowledge of real estate, financial investments and bank accounts, private equity, life insurance policies, asset appraisal, and/or business structures and creation
• Leadership experience

PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.

• Draft sophisticated, customized, and detailed legal documents for attorney and copy-editing review
• Provide legal research to ensure documents meet federal, state, and IRS tax laws
• Thoroughly review each client’s estate information, structure, and asset documentation to ensure accuracy
• Consistently and accurately update legal documents based on client’s changing needs and objectives
• Keep an accurate and efficient record of all document history on an internal client management system
• Accurately enter data into the applicable documents and/or forms
• Collaborate with team members on all aspects of the client’s estate
• Ensure legal documents and asset transfer documents articulate and achieve the client’s objectives and adhere to attorney recommendations
• Prepare business entities, operating documents, and business audits as part of estate planning and asset protection strategie