Trust & Estates Legal Assistant (Trust & Estate Experience REQUIRED)

JMI Resource

Florida

On-site

USD 52,000 - 68,000

Full time

14 days+

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Job summary

JMI Resource Inc. is seeking a skilled Trusts & Estates Legal Assistant for a full-time, in-office role. The position requires 1–2 years of T&E experience and emphasizes meticulous organization, discretion, and strong communication skills.

The successful candidate will support 2–3 attorneys, draft legal documents, and manage client files and calendars within a professional, in-office environment.

Qualifications

  • Minimum of 1–2 years of Trusts & Estates legal assistant experience.
  • Proficiency in Microsoft Office Suite and legal document management systems.
  • Strong written and verbal communication skills.
  • Excellent organizational skills and attention to detail.
  • Ability to handle sensitive and confidential information with discretion.
  • Dependable, professional, and comfortable working in a 100% in-office environment.

Responsibilities

  • Provide administrative and legal support to 2–3 attorneys specializing in Trusts & Estates.
  • Draft and prepare correspondence, legal documents, and probate forms.
  • Maintain client files and case management systems.
  • Schedule appointments, manage attorney calendars, and coordinate meetings.
  • Assist with estate planning documents, trust administration, and court filings.
  • Interact professionally with clients, courts, and third parties.

Skills

Attention to detail
Written communication
Verbal communication
Organization
Discretion

Education

1–2 years of Trusts & Estates experience

Tools

Microsoft Office
Legal document management systems

Job description

Job Description

Trusts & Estates (T&E) Legal Assistant
Location: 100% In-Office
Schedule: Monday – Friday, 8:30 AM – 5:00 PM (7.5 hours/day)

Support Structure: Will support 2–3 attorneys

We are currently seeking a skilled and reliable Trusts & Estates Legal Assistant to join our legal team in a full-time, in-office capacity. This role requires a minimum of 1–2 years of experience specifically in Trusts & Estates (T&E) law, and is ideal for candidates who are detail-oriented and able to manage multiple priorities efficiently.

Key Responsibilities:

  • Provide administrative and legal support to 2–3 attorneys specializing in Trusts & Estates.
  • Draft and prepare correspondence, legal documents, and probate forms.
  • Maintain client files and case management systems.
  • Schedule appointments, manage attorney calendars, and coordinate meetings.
  • Assist with estate planning documents, trust administration, and court filings.
  • Interact professionally with clients, courts, and third parties.

Qualifications:

  • Minimum of 1–2 years of Trusts & Estates legal assistant experience required.
  • Proficiency in Microsoft Office Suite and legal document management systems.
  • Strong written and verbal communication skills.
  • Excellent organizational skills and attention to detail.
  • Ability to handle sensitive and confidential information with discretion.
  • Dependable, professional, and comfortable working in a 100% in-office environment.

This is an excellent opportunity for a motivated legal assistant looking to continue building their career in the Trusts & Estates practice area within a collaborative and respected legal team.

Company Description

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