Legal Assistant - Trusts & Estates

Evolve Workforce Solutions; Sarasota (FL); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

401(k)

Competitive Compensation

Full Benefits Package

Stability and Career Growth

Job summary

A leading legal firm in Sarasota is seeking a Trusts & Estates Legal Assistant to provide essential support in estate planning and administration. The role requires strong legal administrative experience and familiarity with Florida probate procedures. Candidates will assist attorneys and manage various tasks in a fast-paced environment, ensuring exceptional client service and accuracy.

Qualifications

• Minimum 5 years of legal administrative experience supporting estate planning and/or trust administration attorneys.
• Proven experience in Florida probate and estate administration procedures.

Responsibilities

• Provide comprehensive administrative support in estate planning, probate, and trust administration matters.
• Prepare and file legal documents with Florida courts.

Skills

Time Management

Organizational Skills

Communication

Education

Associate’s Degree

Tools

Microsoft Office Suite

FileSite

CMS

SmartTime

Aderant

Wealth Counsel

Estate Works

HotDocs

Job description

4 days ago Be among the first 25 applicants

Evolve Workforce Solutions provided pay range

This range is provided by Evolve Workforce Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $75,000.00/yr

Direct message the job poster from Evolve Workforce Solutions

Legal Assistant – Trusts & Estates

Location: Sarasota, FL

Experience Required: 5+ years

About the Role

Evolve Workforce Solutions is assisting a well-established law firm in Sarasota, FL, in the search for a Trusts & Estates Legal Assistant to support attorneys in the estate planning and administration practice. This full-time, in-office position offers the opportunity to work alongside experienced attorneys in a highly specialized area of law, supporting high-net-worth individuals and families through every stage of estate planning and probate administration.

The ideal candidate brings strong law firm administrative experience, deep familiarity with Florida probate procedures, and the ability to manage multiple tasks and attorneys in a fast-paced environment. This is a key role for someone who thrives on delivering exceptional client service and maintaining the highest level of accuracy and professionalism.

What’s in It for You

• Competitive compensation and full benefits package
• Opportunity to work with a highly respected trusts & estates team
• Client-facing role with meaningful involvement in ongoing cases
• Stability and career growth within a supportive legal environment

Key Responsibilities

• Provide comprehensive administrative support in estate planning, probate, and trust administration matters
• Prepare and file legal documents with Florida courts, including pleadings, petitions, notices, and court forms
• Draft, edit, and proofread legal correspondence, client letters, and estate planning documents
• Maintain and organize electronic and paper case files with accuracy and confidentiality
• Schedule court hearings, client meetings, and key deadlines in accordance with court rules and attorney availability
• Coordinate billing tasks including time entry, reviewing prebills, processing payments, and submitting invoices
• Track and process attorney, client, and firm expenses using billing and reimbursement software
• Support attorneys with client engagement by preparing meeting materials and coordinating business development events
• Manage incoming/outgoing mail, phone calls, and email communications
• Collaborate with other firm departments (conflicts, records, billing, training) to support file opening, case management, and compliance
• Ensure attorney calendars are updated and aligned with procedural timelines
• Participate in event planning and marketing efforts related to client outreach and estate planning seminars
• Other responsibilities may apply based on evolving practice needs

Qualifications & Experience

• Minimum 5 years of legal administrative experience supporting estate planning and/or trust administration attorneys
• Proven experience in Florida probate and estate administration procedures
• Associate’s degree or equivalent experience required
• Experience working with multiple attorneys simultaneously
• Strong time management, organizational, and multitasking skills
• Excellent communication skills with a proactive, client-centered approach
• Ability to prioritize in a deadline-driven environment and handle sensitive matters with discretion

Technical Skills

• Proficiency in Microsoft Office Suite (Outlook, Word, Excel)
• Familiarity with legal case and billing software; experience with FileSite, CMS, SmartTime, Aderant, Wealth Counsel, Estate Works, and HotDocs is a plus

About the Firm

This firm is recognized for its deep expertise in Trusts & Estates law, with a reputation for providing high-touch legal support to individuals and families across Florida. The Sarasota office fosters a collaborative environment where legal professionals are valued for their expertise and contributions to long-term client relationships.

Ready to bring your estate planning experience to a top-tier team? Apply today to join a respected firm that values professionalism, attention to detail, and client service excellence.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Legal Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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