Estate Planning & Business Planning Legal AssistantParalegal

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. Were 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 youre 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 Youll 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 4050 wpm

Ability to manage a multi-line phone system

Education and/or Experience

Minimum 23 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 Associates 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 youll 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 .