Legal Assistant - Estate Planning & Probate (Clearwater)

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 Youll 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 Youll 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 (MonThurs, 10-hour days) if you prefer long weekends Compensation : $23 - $28 hourly Responsibilities : What Youll 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 Were 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 PI631cc96b3e0a-25448-38714489aa415a4b-8b21-40fc-a65c-70d2b25ca29a