active, licensed members of the Bar in good standing may engage in the practiceof law
(b)For purposes of this rule:
(b)(1)The ?practice of law? is the representation of the interests of another person
person through application of the law and associated legal principles to that
facts and circumstances.
(b)(2)The ?law? is the collective body of declarationsby governmental authorities
that establish a person?s
and similarly enacted declarations; and
(b)(2)(B)decisions, orders and deliberations of adjudicative, legislative and
determine a person?s rights, duties, constraints and freedoms.
(b)(3)?Person? includes the plural as well as the singular and legal entities as well
(c)Exceptions and Exclusions for Licensed Paralegal Practitioners. A person
be licensed to engage in the limited practice of law in the area or areas of(1) temporary
support; (2) forcible entry
dollar amount in issue does not exceed the statutory limit for small claims
(c)(1)(A) Within a practice area or areas in which aLicensed Paralegal Practitioner is
licensed, a Licensed Paralegal
interests of a natural
Licensed Paralegal Practitioner by:
(c)(1)(B) establishing acontractual relationship with the client;
facts relevant to achieving that objective;
(c)(1)(D)completing forms approved by the Judicial
use and giving advice on howto complete the form;
(c)(1)(F) signing, filing,and completing service of the form;
(c)(1)(G)obtaining, explaining, and filing any document neededto support the form;
(c)(1)(H)reviewing documents of another party and explaining
(c)(1)(I)informing, counseling, assisting and advocating for a client in
(c)(1)(J) filling in,signing, filing and completing service of a written settlement
agreement form in conformity with the negotiated agreement;
the relevant form and matters reasonably related thereto;
(c)(1)(L)explaining a court order that affects the client?srights and obligations.
law, the following activity
or to be able to practice law, is permitted:
otherwise, or publishing legal self-help informationby print or electronic media.
possible legal rights, remedies, defenses, procedures, options or strategies,but not
specific advice related to another person?s facts or circumstances.
(d)(3)Providing clerical assistance to another to complete a form provided
(d)(4) When expressly permitted by the court afterhaving found it clearly to be in the
best interests of the child or ward, assisting one?s minor child or ward in ajuvenile
entity as an employee
the amount in controversy
court set by the Utah Legislature.
(d)(7)Representing a party in any mediation proceeding.
(d)(8)Acting as a representative before administrative tribunals or agencies
authorized by tribunal oragency rule or practice.
(d)(9)Serving in a neutral capacity as a mediator, arbitrator or
(d)(11)Lobbying governmental bodies as an agent or representative of
circumstances and by the following describedpersons:
sale of real estate and personal property for their customers.
issue real estate title opinions and title reports and prepare deeds for
(d)(12)(C)financial institutions and securities brokers anddealers licensed by Utah
may inform customers with respect to their options for titles of securities,bank accounts, annuities and other
(d)(12)(D)insurance companies and agents licensed by the stateof Utah may
recommend coverage, inform customers with respect to their options for titling
completing and executing durable
(d)(12)(F) Certified Public Accountants, enrolled IRSagents, public accountants
public bookkeepers, and tax preparers may prepare tax returns.
"Active" in thisparagraph refers to the formal status of a lawyer, as determined by the Bar.
The practice of law defined inSubparagraph (b)(1) includes: giving advice or counselto another
person asto that person's legal rights or responsibilities with respect to that person'sfacts and
circumstances;selecting, drafting or completing legal documents that affect the legal rights
responsibilities of another person;representing another person before an adjudicative, legislative
Because representing oneself doesnot involve another person, it is not technically the "practice
Similarly, an employee of abusiness entity is not engaged in "the representation of the interest
connectionwith the internal business operations of the entity and do not involveproviding legal advice to anotherperson. Further, a person acting in an official capacity as an employee of a
Laws duly enacted by the electorateby initiative and referendum under constitutional authority
Subparagraph (b)(2)(B)is intended to incorporate the breadth of decisional law, as well as
background,such as committee hearings, floor discussions and other legislative history,that often accompanies the writtenlaw of legislatures and other law- and rule-making bodies. Reference
The exceptions for LicensedParalegal Practitioners arise from the November 18, 2015 Report
A Licensed Paralegal Practitionermay complete forms that are approved by the Judicial Council.
To the extent not already addressedby the requirement that the practice of law involves the
representationof others, subparagraph (d)(2) permits the direct and indirect dissemination of
Subparagraph (d)(3)permits assistance provided by employees of the courts and legal-aid and
Subparagraph (d)(7)applies only to the procedures directly related to parties' involvement before
EffectiveFebruary 1, 2019