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 Do

• Handle 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 Role

• Meaningful work helping families protect their legacies
• Predictable hours — no litigation stress
• 401(k) matching + growth opportunities
• Drama-free, respectful team culture
• Option for 4-day workweek (Mon–Thurs, 10-hour days) if you prefer long weekends

$23 - $28 hourly

What You’ll Do

Client Service & Case Support

• Guide clients through the estate planning and probate process with clarity and professionalism
• Handle sensitive conversations with empathy, both in-person and on the phone
• Ensure clients feel supported while maintaining structured workflows

Document Preparation & Review

• Draft and prepare wills, trusts, powers of attorney, and probate pleadings
• Double-check estate calculations, percentages, and financial figures for accuracy
• Organize and maintain physical and digital client files
• Assist with probate administration and e-filings in Florida courts

Case & Office Management

• Track deadlines, probate milestones, and estate administration tasks
• Coordinate attorney calendars and client appointments
• Prepare and process client invoices and billing
• Maintain smooth daily office operations

This position is ideal for someone who

• Thrives on accuracy : You take pride in detail, catch mistakes, and always double-check your work
• Communicates clearly and confidently : You ask clarifying questions, confirm instructions, and take ownership of tasks
• Is highly organized and methodical : You use systems, checklists, and tools to manage multiple matters without missing deadlines
• Maintains calm professionalism : You remain composed in emotional situations and interact respectfully with clients and staff
• Wants meaningful work : You value helping families protect what matters most

What We’re Looking For

• 2+ years as a legal assistant (estate planning/probate/guardianship preferred)
• Strong Microsoft Word/Excel skills
• Experience with Clio, Lawmatics, or Wealth Counsel a plus
• Comfort with math and calculations
• Calm, reliable, client-focused professional

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.

Compensation details: 23-28 Hourly Wage

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