Stites & Harbison is seeking an experienced, Legal Assistant to support attorneys in our Business & Finance and Trust & Estates Service Groups. In this role, you will work closely with attorneys on business and finance matters, trust and estate administrations, and estate planning.
This is an in-office position. Canidates must reside within commuting distance of Lexington, Kentucky.
What You’ll Do
Business & Finance
- Maintain calendars and closing schedules; coordinate due diligence.
- Prepare and draft legal documents; maintain indexing and filing via the firm’s document management systems.
- Manage engagement letters and client files.
- Assist with monthly billing, invoicing, and expense reports.
- Prepare and file UCC financing statements, entity formation, governance documents, and Secretary of State filings.
Trust & Estate
- Obtain asset and personal information for estate and trust administration.
- Assist with transferring assets to beneficiaries per testamentary documents and court orders.
- Maintain financial records and organized files for estates and trusts.
- Coordinate with attorneys, accountants, brokers, trust officers, and bankers on administration matters.
Estate Planning
- Help attorneys gather information for Estate Planning Questionnaires.
- Assist in drafting wills, powers of attorney, living wills, and HIPAA authorizations.
- Coordinate meetings and correspondence with clients, co-fiduciaries, and attorneys.
What You Bring
- 3+ years supporting business, banking, trust, estate or corporate/commercial transaction matters in a law firm or professional environment.
- Bachelor’s degree preferred; Associate degree in business, paralegal studies, accounting, finance, or related field considered.
- Advanced proficiency in Microsoft Office and legal research tools.
- Ability to quickly learn new technologies, including document management systems and AI tools.
- Strong writing, proofreading, and analytical skills; comfortable managing multiple priorities with discretion
Interested candidates, please click the Apply button below to access the application form. Please include a brief statement of your relevant experience and why you are excited to join our team, and upload a resume and cover letter. No phone calls, please.