Estate Planning & Probate Legal Assistant

Orion Placement; Florida; On-site; USD 40,000 - 55,000; Full time

Job summary

Orion Placement is seeking a dedicated Legal Assistant for our client in Jupiter, Florida. This full-time, on-site role supports attorneys handling estate planning, probate, and related matters, with a focus on organization, accuracy, and confidentiality.

You will manage client files, prepare documents, coordinate meetings, and track deadlines while delivering excellent service to clients and collaborating with a professional team to ensure seamless casework and timely communications.

Qualifications

• 3+ years of legal assistant experience in estate planning and probate preferred.
• Strong organizational and time-management skills with attention to detail.
• Excellent written and verbal communication skills and client-service orientation.
• Ability to work independently while contributing to a collaborative team.

Responsibilities

• Provide day-to-day administrative and legal support to attorneys handling estate planning, probate, and related matters.
• Assist with preparing, organizing, and maintaining legal documents, correspondence, and client files.
• Coordinate client meetings, appointments, calls, and other communications.
• Communicate professionally with clients and assist with gathering information and documentation.
• Support attorneys with deadlines, filings, document preparation, and case-related administrative tasks.
• Maintain accurate and organized electronic and physical files.
• Assist with client intake, engagement documentation, scheduling, and follow-up.
• Track important deadlines and help ensure matters move forward efficiently.
• Work collaboratively with attorneys and other team members to provide an exceptional client experience.
• Handle multiple priorities while maintaining accuracy, confidentiality, and attention to detail.

Skills

Organizational skills

Time management

Written communication

Verbal communication

Client service

Independent worker

Attention to detail

Microsoft Office

Outlook

Tools

Microsoft Office

Outlook

Job description

• Make a meaningful impact by helping individuals and families navigate important legal and life-planning matters.
• Work alongside an experienced legal team supporting estate planning, probate, and trust-related matters.
• Build valuable expertise in a specialized area of law while developing strong client relationships.
• Take ownership of your work in a professional, collaborative environment where attention to detail and client service matter.
• Join an established practice offering long-term growth and professional development opportunities.

Location

Jupiter, Florida — full-time, on-site. This opportunity is ideal for a legal assistant who enjoys working closely with attorneys, clients, and a collaborative office team.

Note

Candidates must have 3+ years of legal assistant experience and estate planning and probate experience.

About Us

We are a client-focused law practice dedicated to helping individuals and families protect their futures, preserve their assets, and navigate important life transitions. Our work includes estate planning, wills, trusts, probate, estate administration, guardianships, and related legal matters, with a strong emphasis on personalized service and compassionate client care. We value professionalism, accuracy, teamwork, and genuine commitment to the clients we serve. Confidential Employer.

Job Description

• Provide day-to-day administrative and legal support to attorneys handling estate planning, probate, and related matters.
• Assist with preparing, organizing, and maintaining legal documents, correspondence, and client files.
• Coordinate client meetings, appointments, calls, and other communications.
• Communicate professionally with clients and assist with gathering information and documentation.
• Support attorneys with deadlines, filings, document preparation, and case-related administrative tasks.
• Maintain accurate and organized electronic and physical files.
• Assist with client intake, engagement documentation, scheduling, and follow-up.
• Track important deadlines and help ensure matters move forward efficiently.
• Work collaboratively with attorneys and other team members to provide an exceptional client experience.
• Handle multiple priorities while maintaining accuracy, confidentiality, and attention to detail.

Qualifications

• 3+ years of legal assistant experience.
• Estate planning and probate experience.
• Strong organizational and time-management skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to manage multiple priorities.
• Professional and client-service oriented.
• Ability to work independently while contributing to a collaborative team.
• Proficiency with Microsoft Office and Outlook.
• Experience in a law firm environment strongly preferred.

Why You Will Love Working Here

You will have the opportunity to build specialized legal experience while doing work that directly supports individuals and families during important stages of their lives. Our team values professionalism, collaboration, reliability, and exceptional client service. You will work closely with experienced legal professionals, gain exposure to estate planning and probate matters, and have room to grow your skills and career over time.