Talent.com
Legal Assistant - Estate Planning & Probate
Legal Assistant - Estate Planning & ProbateSherri M. Stinson, P.A. Law Offices • Clearwater, FL, US
Legal Assistant - Estate Planning & Probate

Legal Assistant - Estate Planning & Probate

Sherri M. Stinson, P.A. Law Offices • Clearwater, FL, US
16 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

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
  • 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.

    Create a job alert for this search

    Legal Assistant • Clearwater, FL, US

    Related jobs
    Insurance Defense Legal Assistant-Tampa

    Insurance Defense Legal Assistant-Tampa

    Everstaff • Tampa, FL, US
    Full-time
    Now hiring an Insurance Defense Legal Assistant for a dynamic law firm.This is an excellent opportunity for a detail-oriented professional looking to join a collaborative and long-term team environ...Show more
    Last updated: 30+ days ago • Promoted
    Legal Assistant - On Site (184)

    Legal Assistant - On Site (184)

    Denovo Review • Tampa, FL, US
    Full-time
    A Florida stablished law firm is seeking experienced Insurance Defense Legal Assistant for its Tampa office.Applicants should have 2+ years of experience, be a self-starter, have excellent communic...Show more
    Last updated: 30+ days ago • Promoted
    Trusts & Estates Attorney

    Trusts & Estates Attorney

    Jobot • Tampa, FL, US
    Full-time
    This Jobot Job is hosted by : Colleen Gormley.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary : $150,000 - $200,000 per year.Our client an AV-rated,...Show more
    Last updated: 22 days ago • Promoted
    Legal Assistant

    Legal Assistant

    hrEdge Consulting • Saint Petersburg, FL, US
    Full-time
    Taylor Nelson Slattery Bernard PL is seeking a legal assistant to join its nationally recognized boutique transportation and logistics practice. This opening is available in the firms Downtown St.Pe...Show more
    Last updated: 30+ days ago • Promoted
    Legal Assistant

    Legal Assistant

    Staack & Simms PLLC • Clearwater, FL, US
    Full-time
    Full-time legal assistant needed for Clearwater law firm.The candidate should be familiar with civil litigation, real estate transactions and title searches as well as scheduling mediations, hearin...Show more
    Last updated: 12 days ago • Promoted
    Trusts & Estates Attorney

    Trusts & Estates Attorney

    LHH • Tampa, FL, US
    Full-time
    Attorney Recruiter at LHH Recruitment Solutions.LHH, Legal is assisting a reputable full-service law firm in their search for a Trusts & Estates Associate Attorney to join their team in Tampa.B...Show more
    Last updated: 8 days ago • Promoted
    Legal Assistant

    Legal Assistant

    Malki Law Offices • New Port Richey, FL, US
    Full-time
    We are seeking a highly motivated.In this role, you will provide assistance to lawyers and paralegals, ensuring they are able to carry out their duties. You will communicate with clients, compile ca...Show more
    Last updated: 30+ days ago • Promoted
    Attorney- Estate Planning and Probate

    Attorney- Estate Planning and Probate

    Berlin Patten Ebling, PLLC • Tampa, FL, US
    Full-time
    Attorney- Estate Planning and Probate at Berlin Patten Ebling, PLLC.About Berlin Patten Ebling, PLLC : Berlin Patten Ebling is an established and award-winning law firm recognized for innovation in ...Show more
    Last updated: 8 days ago • Promoted
    Legal Assistant (Corporate & Tax)

    Legal Assistant (Corporate & Tax)

    LHH • Tampa, FL, US
    Full-time
    Legal Assistant (Corporate & Tax).Must have a minimum of three years of current transactional experience in the corporate area. Strong written and verbal communication.Strong attention to detail...Show more
    Last updated: 8 days ago • Promoted
    Legal Assistant

    Legal Assistant

    Mickey Keenan PA • Tampa, FL, US
    Full-time
    The legal assistant provides legal support under the supervision of one or more attorneys to whom they may be assigned for a specific case. The legal assistant’s relationship with the firm is ...Show more
    Last updated: 30+ days ago • Promoted
    Legal Assistant

    Legal Assistant

    Boohoff Law P.A. • Tampa, FL, US
    Full-time
    Join Our Team at Boohoff Law — Legal Assistant Position.At Boohoff Law, we're not your typical law firm.We’re a passionate, people-first team dedicated to helping clients through li...Show more
    Last updated: 30+ days ago • Promoted
    Real Estate Attorney JN -092025-165328

    Real Estate Attorney JN -092025-165328

    Goodwin Recruiting • Tampa, FL, US
    Full-time
    Join our dynamic legal team as a Senior Real Estate Attorney and benefit from a well-structured mentoring program, a collaborative work atmosphere, and the chance to closely work with partners who ...Show more
    Last updated: 2 days ago • Promoted
    Legal Assistant (Onsite, up to $23 / hour)

    Legal Assistant (Onsite, up to $23 / hour)

    Ultimate Staffing • Clearwater, FL, United States
    Full-time
    Our client is an established, reputable estate and probate law firm that is committed to guiding individuals and families through some of life's most important legal matters with compassion, profes...Show more
    Last updated: 4 hours ago • Promoted • New!
    Legal Assistant

    Legal Assistant

    Contact Government Services, LLC • Tampa, FL, US
    Full-time
    Employment Type : Full-Time, Entry Level.As a CGS Legal Assistant, you will work under the direction of a Supervisory Paralegal or Project Supervisor. You will provide litigation and administrative s...Show more
    Last updated: 3 days ago • Promoted
    Legal Assistant

    Legal Assistant

    RAK Law Firm • Tampa, FL, US
    Full-time
    Legal Assistant (Full-Time | Hybrid Remote | Lakeland, FL).Were looking for someone who is confident speaking with potential clients, enjoys helping people, and has a. Answer incoming calls, qualify...Show more
    Last updated: 4 days ago • Promoted
    Litigation Legal Assitant - ON SITE - $26 - $33 / hour

    Litigation Legal Assitant - ON SITE - $26 - $33 / hour

    JMI Resource • Tampa, FL, US
    Full-time
    We are seeking a dedicated and detail-oriented Legal Assistant to join our dynamic legal team.The ideal candidate will possess a strong understanding of various areas of law and demonstrate excepti...Show more
    Last updated: 30+ days ago • Promoted
    Legal Assistant Bilingual Preferred

    Legal Assistant Bilingual Preferred

    RICHARD ESCOBAR PA • Tampa, FL, US
    Full-time
    Legal assistant with at least 1 year experience for a small busy criminal defense law practice.Position requires familiarity with local criminal court systems, legal terminology, preparation of ple...Show more
    Last updated: 30+ days ago • Promoted
    Administrative Assistant - Legal & Real Estate

    Administrative Assistant - Legal & Real Estate

    Pridestaff • Saint Petersburg, FL, US
    Full-time
    We are seeking a motivated team player with strong administrative skills and a high attention to detail to join our legal office and title company. This is an exceptional opportunity for an individu...Show more
    Last updated: 4 days ago • Promoted