Legal Assistant - Largo

ZOECKLEIN LAW PA; Largo (FL); Hybrid; USD 42,000 - 52,000; Full time

Job summary

Zoecklein Law P.A. in Largo, FL, seeks a skilled Legal Assistant/Intake Specialist to support probate and estate matters while handling client intake and front-office duties in a hybrid work setting.

The ideal candidate is organized, professional, and comfortable working with clients facing difficult circumstances, able to balance deadlines with ongoing intake needs, and proficient with case management systems such as PracticePanther.

Qualifications

• Prior experience as a legal assistant in a law firm.
• Probate, guardianship, trust, estate, or litigation experience preferred.
• Familiarity with Florida court procedures and electronic filing systems.
• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple cases, deadlines, and priorities.

Responsibilities

• Open new matters and file new cases with the court.
• Prepare and file pleadings, motions, notices and other docs under attorney supervision.
• Send documents for electronic signature to clients.
• Maintain and update deadlines, hearings, and calendars.
• Coordinate with clients, courts, opposing counsel, and third parties.
• Assist with hearing/trial prep and organize exhibits.
• Document activity in the firm’s case management system.
• Respond to client emails and return calls as directed.

Skills

Strong organizational skills

Attention to detail

Excellent written and verbal communi c

Professional telephone etiquette

Independent yet collaborative

Ability to manage deadlines

Client-focused service

Discretion with confidential info

Tools

PracticePanther

Job description

Zoecklein Law P.A. is a Florida-based law firm focused on probate, estate planning, Medicaid planning, guardianship, and trust and estate litigation. We are a client-centered, growth-oriented firm committed to delivering high-level legal services with professionalism, accountability, and clear communication.

Job Overview

We are seeking a skilled, detail-oriented, and client-focused Legal Assistant/Intake Specialist for our Largo office. This is a hybrid position that combines legal-assistant responsibilities with prospective-client intake and front-office support.

The individual in this role will assist attorneys with probate and estate-related matters while also serving as one of the firm’s first points of contact for prospective clients. The ideal candidate is organized, professional, compassionate, comfortable speaking with people experiencing difficult circumstances, and capable of balancing legal deadlines with incoming intake needs.

Key Responsibilities

• Open new matters and file new cases with the appropriate court.
• Prepare, organize, and electronically file pleadings, motions, notices, and other legal documents under attorney supervision.
• Send pleadings and other documents to clients for electronic signature.
• Obtain bonds when required by the court.
• Prepare formal notices, certified mailings, and proofs of service as needed throughout each matter.
• Serve beneficiaries with formal notice, including additional service when required as a matter progresses.
• Follow up on court filings and monitor cases as they progress.
• Obtain paid funeral receipts directly from funeral homes.
• Prepare and publish Notices to Creditors.
• Serve known creditors.
• Send filed creditor claims to clients for review and a determination of validity.
• Prepare objections to claims and motions to strike claims under attorney supervision.
• Check for unclaimed funds associated with estates.
• Prepare motions for extensions as needed, including extensions related to inventories and discharge.
• Follow up with beneficiaries regarding joinders and waivers.
• Prepare proposed orders and submit approved orders to the court.
• Obtain certified copies of Letters of Administration and court orders as needed.
• Maintain and update all applicable due dates, court deadlines, hearings, and calendars.
• Prepare and maintain checklists based on individual county and court requirements.
• Prepare file-closing checklists and assist with closing completed matters.
• Manage and organize case files from inception through resolution.
• Coordinate with clients, courts, opposing counsel, beneficiaries, creditors, funeral homes, and other third parties.
• Assist attorneys with hearing and trial preparation, including organizing exhibits and coordinating witnesses.
• Conduct legal research and summarize findings when requested.
• Document all case activity accurately in the firm’s case management system.
• Respond to client emails when directed by an attorney.
• Return or follow up on client telephone calls when directed or when the assigned attorney is out of the office.
• Communicate with clients in a professional, calm, and service-oriented manner.
• Proactively identify outstanding tasks and assist with moving matters forward efficiently.
• Perform other administrative and legal-support duties as assigned.

Qualifications

• Previous experience as a legal assistant in a law firm environment.
• Probate, guardianship, trust, estate, or litigation experience strongly preferred.
• Familiarity with Florida court procedures and electronic filing systems preferred.
• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple cases, deadlines, and competing priorities effectively.
• Strong written and verbal communication skills.
• Professional telephone and email etiquette.
• Ability to work independently while contributing to a collaborative team.
• Experience using a legal case management system; PracticePanther or a similar platform is preferred.
• Ability to handle confidential and sensitive information with discretion.

Zoecklein Law P.A. is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status under applicable law. Zoecklein Law P.A. participates in E-Verify. All newly hired employees will be required to complete the Form I-9 and verification process upon hire.