Talent.com
Legal Assistant Estate Planning and Probate

Legal Assistant Estate Planning and Probate

Sherri M. Stinson, P.A. Law OfficesClearwater, FL, United States
2 days ago
Job type
  • Full-time
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 aLegal Assistantwho 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 for4-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

    PIcd4f2d4e4b4c-29952-38714489

    Create a job alert for this search

    Legal Assistant • Clearwater, FL, United States

    Related jobs
    Legal Assistant

    Legal Assistant

    JobTracksClearwater, FL, US
    Full-time
    We are seeking a motivated Legal Assistant to provide administrative and client support in the area of Estate Planning and Trusts & Estates. The Legal Assistant will assist attorneys with document p...Show moreLast updated: 10 days ago
    • Promoted
    • New!
    Tax Preparer - 2+ Yrs Paid Tax Experience Required

    Tax Preparer - 2+ Yrs Paid Tax Experience Required

    IntuitSPRING HILL, Florida, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 14 hours ago
    • Promoted
    Travel Physical Therapy Assistant - $1186 / Week

    Travel Physical Therapy Assistant - $1186 / Week

    Fusion Medical StaffingSpring Hill, FL, US
    Full-time
    Fusion Medical Staffing is seeking an experienced Physical Therapy Assistant for an exciting Travel Allied job in Spring Hill, FL. Shift : Inquire Start Date : ASAP Duration : 13 weeks Pay : $1186 / Wee...Show moreLast updated: 30+ days ago
    • Promoted
    Legal Assistant – Estate Planning & Probate

    Legal Assistant – Estate Planning & Probate

    Sherri M. Stinson, P.A. Law OfficesClearwater, Florida, United States, 33755
    Full-time
    Quick Apply
    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 ...Show moreLast updated: 2 days ago
    • Promoted
    Legal Assistant Estate Planning and Probate

    Legal Assistant Estate Planning and Probate

    Sherri M. Stinson, P.A. Law OfficesClearwater, FL, United States
    Full-time
    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 or...Show moreLast updated: 2 days ago
    • Promoted
    Litigation Legal Assistant

    Litigation Legal Assistant

    JobotTampa, FL, US
    Full-time
    FL TOP FIRM | Commercial Litigation | $60-72k + bonus | 2 person support | Work / life balance | Tampa | Great benefits & culture. This Jobot Job is hosted by : Natasha van der Griendt.Are you a fit? E...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Tax Preparer - Local

    Tax Preparer - Local

    IntuitSPRING HILL, Florida, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 16 hours ago
    • Promoted
    Senior Real Estate Transaction Attorney

    Senior Real Estate Transaction Attorney

    JobotTampa, FL, US
    Part-time
    Reputable Firm with Clear Track to Partner.This Jobot Job is hosted by : Luke Moussalli.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary : $...Show moreLast updated: 23 days ago
    • Promoted
    Travel Physical Therapy Assistant

    Travel Physical Therapy Assistant

    Medical Solutions AlliedHudson, FL, US
    Full-time
    Medical Solutions Allied is seeking a travel Physical Therapy Assistant for a travel job in Hudson, Florida.Job Description & Requirements. We’re seeking talented healthcare professionals ...Show moreLast updated: 30+ days ago
    Legal Assistant

    Legal Assistant

    Frank Winston Crum InsuranceClearwater, FL, US
    Full-time
    Quick Apply
    Frank Winston Crum Insurance (FWCI) issues Workers' Compensation and General Liability policies by offering flexible coverage and payment options to meet the varied needs of businesses.Over the yea...Show moreLast updated: 7 days ago
    • Promoted
    Litigation Legal Assistant (Hybrid)

    Litigation Legal Assistant (Hybrid)

    JobotSt. Petersburg, FL, US
    Full-time
    FL TOP FIRM | Commercial & IP Litigation | $70-75k+ bonus | 2 person support | Work / life balance | St.Pete | Great benefits & culture. This Jobot Job is hosted by : Natasha van der Griendt.Are you a ...Show moreLast updated: 4 days ago
    • Promoted
    Litigation Attorney - HOA / Condo Law

    Litigation Attorney - HOA / Condo Law

    JobotDunedin, FL, US
    Full-time
    Willing To Train On Condo / HOA Work | Excellent Benefits | Rapidly Growing Firm.This Jobot Job is hosted by : Joshua Tacke. Are you a fit? Easy Apply now by clicking the "Apply Now" buttonan...Show moreLast updated: 23 days ago
    • Promoted
    Insurance Defense Attorney

    Insurance Defense Attorney

    JobotSaint Petersburg, FL, US
    Full-time
    This Jobot Job is hosted by : Amber Wood.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary : $120,000 - $200,000 per year.Corporate and insur...Show moreLast updated: 10 days ago
    Litigation Legal Assistant

    Litigation Legal Assistant

    Ligori & Ligori Attorneys at LawTampa, Florida, United States
    Full-time
    Quick Apply
    About Ligori & Ligori Attorneys at Law : .At Ligori & Ligori, we’re more than just personal injury lawyers — we’re advocates for justice. Our mission is to help individuals and families recove...Show moreLast updated: 18 days ago
    • Promoted
    Litigation Attorney (Labor & Employment)

    Litigation Attorney (Labor & Employment)

    JobotTampa, FL, US
    Full-time
    This Jobot Job is hosted by : Arpana Davis.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary : $130,000 - $170,000 per year.Join a nationally...Show moreLast updated: 30+ days ago
    • Promoted
    Experienced Legal Assistant

    Experienced Legal Assistant

    Sass Law FirmTampa, FL, United States
    Full-time
    Fast-paced employee rights law firm seeks experienced legal assistant with at least two years of experience.This position requires excellent writing and proofreading skills, attention to detail, mu...Show moreLast updated: 4 days ago
    PIP Legal Assistant

    PIP Legal Assistant

    Demesmin and Dover PLLCTampa, Florida, United States, 33614
    Full-time
    Florida, known for its exceptional legal services and commitment to both clients and employees.Since our inception in 2020, we have experienced remarkable growth, expanding to over 90 employees, an...Show moreLast updated: 30+ days ago
    Legal Assistant

    Legal Assistant

    Boohoff LawTampa, Florida, United States
    Full-time
    Quick Apply
    Join Our Team at Boohoff Law — Legal Assistant Position.We’re a passionate, people-first team dedicated to helping clients through life’s toughest moments. Our commitment to promoting from within me...Show moreLast updated: 30+ days ago
    • Promoted
    Legal Assistant - Estate Planning & Probate

    Legal Assistant - Estate Planning & Probate

    Sherri M. Stinson, P.A. Law OfficesClearwater, Florida, US
    Full-time
    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...Show moreLast updated: 2 days ago
    • Promoted
    Travel Physical Therapy Assistant - $1354.06 / Week

    Travel Physical Therapy Assistant - $1354.06 / Week

    Medical SolutionsHudson, FL, US
    Full-time
    Medical Solutions is seeking an experienced Physical Therapy Assistant for an exciting Travel Allied job in Hudson, FL.Shift : 4x8 hr days Start Date : ASAP Duration : 13 weeks Pay : $1354.A facility i...Show moreLast updated: 5 days ago