Description

For more than 30 years, Stadig Johnson has built a reputation for providing exceptional legal services and trusted counsel to clients across more than 30 states. Our firm consists of six attorneys supported by a skilled team of paralegals and administrative professionals. While we continue to grow, we are intentionally committed to remaining a boutique firm where quality, personalized service, and strong client relationships are our highest priorities.

Our practice serves clients at every stage of wealth accumulation, with a particular focus on high-net-worth and ultra-high-net-worth individuals and families. Many of our clients have relied on us for years as trusted advisors, reflecting the long-term relationships and confidence we have earned through our work.

Our office is conveniently located near Ridgedale in a modern suburban setting, offering attractive workspaces, scenic views of a wooded area, walking paths, abundant wildlife, and free parking. We foster a casual, welcoming, and collaborative culture where employees are valued and supported. Visitors are often greeted by our founder's friendly dog, and we take pride in creating an environment where both clients and team members feel like part of an extended family.

This is a unique opportunity to join a respected firm with a strong reputation, meaningful client relationships, and a positive workplace culture. We look forward to discussing how you can become an important part of our team.

Essential Duties & Responsibilities

1. Estate Planning Matters:

a. Assist attorneys in preparation and presentation for client meetings and participate in client meetings.

b. Assist attorneys in drafting and reviewing wills, trusts, powers of attorney, and other estate planning documents.

c. Conduct legal research related to estate planning matters and issues.

d. Coordinate with clients to gather necessary information for estate planning and preparation of documents to assist in funding of trusts and other matters for completion of the estate planning process.

2. Probate Matters and Contested Trust Administration Matters:

a. Prepare and file probate and related trust documents with the appropriate courts.

b. Assist in the administration of contested trusts, including managing disputes and coordinating with involved parties.

c. Maintain detailed records of probate activities and accountings.

3. Trust and Foundation Administration Matters:

a. Support the administration of trusts and foundations per the terms of the applicable trust and foundational documents, including coordination of applicable and necessary distributions.

b. Ensure compliance with applicable laws and regulations in trust and foundation administration.

c. Prepare necessary documentation and ensure compliance for trust and foundation administration.

4. Client Lists and Annual Entity Renewals:

a. Maintain and update client lists, ensuring all information is accurate and current.

b. Manage annual entity renewals, including preparing and filing required documents.

c. Coordinate with clients to ensure timely completion of renewal processes.

Requirements

Education, Skills and Knowledge:

Bachelor’s Degree

Paralegal certificate from an ABA accredited program preferred, or a combination of education and/or experience

2-3 years of significant and substantive experience as a paralegal/legal assistant in a law firm setting

Proficient with Microsoft Word and Microsoft Excel

Strong verbal and written communications skills, along with excellent proofreading skills to ensure accuracy in legal documents

Strong organizational, time management and problem-solving skills

Able to effectively manage multiple responsibilities concurrently

Accurate with attention to details and deadlines

Excellent interpersonal and friendly professional demeanor

Must be motivated to learn and a self-starter

Willingness to take on responsibility for projects and matters