Estate Planning & Business Planning Legal Assistant/Paralegal

Join Stone Bybee & Associates

About Stone Bybee & Associates

At Stone Bybee & Associates, our mission is to provide clients with more than just legal services we build lifelong relationships rooted in trust, care, and guidance. We’re passionate about building lifelong relationships, not treating anyone like a number. Every client who walks through our doors is our #1 priority, and we take pride in making them feel seen, heard, and cared for. If you’re an attorney who values connection as much as competence, this is the place for you.

The Role

We are seeking a motivated Estate Planning & Business Planning Paralegal / Legal Assistant to support our attorneys and firm operations. This role involves preparing and coordinating estate planning documents, managing client communications, maintaining records, and providing administrative support to attorneys and the Office Manager.

What You’ll Do

·         Handle extensive client contact, including calls, questions, and inquiries, and route issues appropriately with professionalism and courtesy

·         Follow up with clients on missing or outstanding drafting items

·         Gather, review, and organize data regarding clients’ beneficiaries, trustees, agents, and other representatives

·         Input client data into document creation software and prepare/proof initial drafts of estate planning documents for attorney review

·         Revise documents as necessary after attorney edits

·         Prepare client flow charts

·         Serve as Witness / Notary Public as required

·         Maintain work-in-progress spreadsheets and track correspondence related to the estate planning process with clients, advisors, and financial institutions

·         Provide original documents to clients and/or successor trustees

·         Coordinate and prepare all out-of-office or out-of-state signings

·         Provide support to Estate Administration, Business Planning, Client Care, and Client Services teams as needed

·         Participate in ongoing technical training and professional skills development

·         Troubleshoot drafting-related issues encountered by staff

·         Maintain and update document production forms, procedures, and systems

·         Assist in training new attorneys and staff members on internal firm systems

·         Complete all other projects assigned by attorneys and Office Manager

Job Skills

·         Understanding of general office procedures, practices, and basic office equipment

·         Proficiency with Windows-based computer systems, including MS Word, MS Excel, Outlook, and Internet research

·         Ability to manage multiple calendars and schedules

·         Experience with legal database/client management software preferred but not required

·         Strong multi-tasking, prioritization, and organizational skills

·         Exceptional verbal and written communication skills

·         High level of accuracy and attention to detail; capable of extensive close work

·         Keyboarding ability of 40–50 wpm

·         Ability to manage a multi-line phone system

Education and/or Experience

·         Minimum 2–3 years practical experience drafting estate planning documents, including wills, trusts, and powers of attorney, or experience in probate, estate, and trust administration

·         Minimum B.S./B.A. degree, or Associate’s degree with legal assistant/paralegal certification

Attitude / Interpersonal Skills

• Demonstrates exceptional business courtesy
  
• Friendly, professional, and client-focused
  
• Experienced in required skill set or trainable
  
• Loyal to the firm
  
• Strong work ethic, punctual, and detail-oriented
  
• Confident with numbers and spreadsheets
  
• Team player, dependable, and reliable
  
• Self-motivated, goal-oriented, and enthusiastic
  
• Open-minded to new systems and processes
  
• Contributing to firm improvement
  
• Maintains a professional image and office environment
  
• Flexible, helpful, and accountable for job performance
  

Benefits

·         401K retirement plan

·         Vacation time

·         Health benefits paid by the firm (excluding vision)

·         Annual bonus opportunities

Why Join Us

At Stone Bybee & Associates, you’ll do meaningful, sophisticated work while being supported by a collaborative team. If you want to grow your career in a place that values both excellence and people, this is the place to do it.

Equal Opportunity Employer:

Stone Bybee & Associates PLLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Accessibility Accommodation:

We are committed to providing reasonable accommodation to individuals with disabilities throughout the application and hiring process. If you require assistance or need immediate communication, please contact us at careers@nvestateplan.com.