Estate Planning Legal Assistant — Client-Focused Support

Legal Search Solutions, LLC; Naples (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

Legal Search Solutions, LLC seeks a Private Client Services/Estate Planning Legal Assistant for our Naples, FL office. The role supports attorneys with document preparation, calendar management, client communication, and file maintenance.

Requires 2+ years in legal/office admin, strong English, and proficiency with standard software and document systems. Prior exposure to trusts/estates is preferred and accuracy is essential.

Qualifications

• 2+ years in legal or office administration, preferably in trusts/estates.
• Education beyond high school or related coursework preferred.
• Excellent attention to detail and grammar.
• Proficiency with standard office software and document management.

Responsibilities

• Provide administrative support to assigned attorneys in estate planning.
• Assist with preparing legal documents and calendar deadlines.
• Greet clients, schedule meetings, and coordinate conferences.
• Assist with drafting and reviewing estate planning documents and filings.
• Process new client intake and manage electronic files.
• Enter time and expenses into billing system and generate reports.
• Input and coordinate with calendar events and travel arrangements.

Skills

Legal office administration

Attention to detail

Communication skills

English proficiency

Education

Some college coursework in legal industry

Tools

Kofax

Nuance

InTapp

LMS+

iManage

DocuSign

Job description

Legal Search Solutions, LLC seeks a Private Client Services/Estate Planning Legal Assistant for our Naples, FL office. The role supports attorneys with document preparation, calendar management, client communication, and file maintenance.

Requires 2+ years in legal/office admin, strong English, and proficiency with standard software and document systems. Prior exposure to trusts/estates is preferred and accuracy is essential.