Estate Planning & Business Planning Legal Assistant/Paralegal
Listed on 2026-02-28
-
Law/Legal
Legal Secretary, Business Administration -
Administrative/Clerical
Legal Secretary, Business Administration
NV
- Stone, Bybee & Associates PLLC. | Full time
Las Vegas, United States | Posted on 02/18/2026
Welcome to Stone Bybee & Associates, PLLC, where exceptional estate planning meets tailored solutions for families, individuals, and businesses nationwide. Our team of dedicated estate planning attorneys provides elite, boutique services to high-net-worth clients, helping them preserve and protect their legacies across generations. With our deep expertise in Nevada’s tax advantages and a focus on comprehensive, personalized estate plans, we ensure each client’s unique needs are not only met but exceeded.
At Stone Bybee & Associates, PLLC we take pride in designing strategies that safeguard your wealth, simplify complex transitions, and secure peace of mind for your family and future.
AtStone Bybee & Associates, our mission is to provide clients with more thanjust legal services we build lifelong relationships rooted in trust, care, and guidance. We’repassionate about building lifelong relationships, not treating anyone like anumber. Every client who walks through our doors is our #1 priority, and wetake pride in making them feel seen, heard, and cared for. If you’re anattorney who values connection as much as competence, this is the place foryou.
The RoleWeare seeking a motivated Estate Planning & Business Planning Paralegal / Legal Assistant tosupport 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, includingcalls, questions, and inquiries, and route issues appropriately with professionalism and courtesy
- Follow up with clients on missing or outstandingdrafting items
- Gather, review, and organize data regardingclients’ beneficiaries, trustees, agents, and other representatives
- Input client data into document creationsoftware and prepare/proof initial drafts of estate planning documents forattorney review
- Revise documents as necessary after attorneyedits
- Prepare client flow charts
- Serve as Witness / Notary Public as required
- Maintain work-in-progress spreadsheets and trackcorrespondence related to the estate planning process with clients, advisors,and financial institutions
- Provide original documents to clients and/orsuccessor trustees
- Coordinate and prepare all out-of-office orout-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 encounteredby 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 byattorneys and Office Manager
- 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
- Minimum 2–3 years practical experience draftingestate 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 inrequired skill set or trainable
- Loyal to thefirm
- Strong workethic, punctual, and detail-oriented
- Confident…
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