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 aLegal Assistantwho 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 for4-day workweek (Mon–Thurs, 10-hour days)if you prefer long weekends

Compensation : $23 - $28 hourly

Responsibilities : 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

Qualifications : 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

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

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