Legal Assistant - Estate Planning & Probate

Tired of litigation chaos? Want meaningful work, predictable hours, and a drama-free workplace? Our woman-owned boutique estate planning firm in Palm Harbor is looking for a Legal Assistant who is organized, professional, and loves helping people. What You'll DoHandle phone calls with empathy and professionalism.Assist with wills, trusts, and probate document preparation.Greet and support clients for estate planning appointments and signings.Double-check attorney calculations (percentages, asset distributions, figures).Keep files, calendars, and deadlines organized.Support the attorney with scheduling, billing, and daily operations. Why You'll Love This RoleMeaningful work helping families protect their legaciesPredictable hours — no litigation stress401(k) matching + growth opportunitiesDrama-free, respectful team cultureOption for 4-day workweek (Mon-Thurs, 10-hour days) if you prefer long weekends Compensation:$23 - $28 hourly Responsibilities:What You'll DoClient Service & Case SupportGuide clients through the estate planning and probate process with clarity and professionalismHandle sensitive conversations with empathy, both in-person and on the phoneEnsure clients feel supported while maintaining structured workflows Document Preparation & ReviewDraft and prepare wills, trusts, powers of attorney, and probate pleadingsDouble-check estate calculations, percentages, and financial figures for accuracyOrganize and maintain physical and digital client filesAssist with probate administration and e-filings in Florida courts Case & Office ManagementTrack deadlines, probate milestones, and estate administration tasksCoordinate attorney calendars and client appointmentsPrepare and process client invoices and billingMaintain smooth daily office operations Qualifications:This position is ideal for someone whoThrives on accuracy : You take pride in detail, catch mistakes, and always double-check your workCommunicates clearly and confidently : You ask clarifying questions, confirm instructions, and take ownership of tasksIs highly organized and methodical : You use systems, checklists, and tools to manage multiple matters without missing deadlinesMaintains calm professionalism : You remain composed in emotional situations and interact respectfully with clients and staffWants meaningful work : You value helping families protect what matters most What We're Looking For2+ years as a legal assistant (estate planning/probate/guardianship preferred)Strong Microsoft Word/Excel skillsExperience with Clio, Lawmatics, or Wealth Counsel a plusComfort with math and calculationsCalm, reliable, client-focused professional About Company We are a woman-owned boutique estate planning law firm dedicated to protecting families' legacies through personalized legal services. While growing rapidly, we maintain our commitment to excellence by combining innovative technology with genuine care for both clients and team members. We foster a culture where work-life balance isn't just a buzzword - we respect your time outside of work and invest in your professional growth through continuous learning opportunities.We believe that taking care of our team leads to exceptional client service. We're seeking a dedicated professional who shares our values and wants to be part of our mission to serve families in our community with compassion and excellence.#WHLAW2 Compensation details: 23-28 Hourly Wage PI0849e823d7c1-29400-38714489

Created: 2025-10-06