Estate Planning & Business Planning Legal Assistant/Paralegal

NV- Stone, Bybee & Associates PLLC.•Las Vegas, NV

About The Position

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.

Requirements

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
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
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
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

Nice To Haves

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

Responsibilities

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