Trusts and Estates Legal Assistant

LHH; Naples (FL); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Paid time off and holidays

401(k) with employer contribution

Job summary

LHH Naples, Florida law firm seeks an experienced Trusts & Estates Legal Assistant to support attorneys handling estate planning, probate, and trust administration matters. The ideal candidate is detail-oriented and organized, thriving in a fast-paced environment and delivering excellent client service.

Responsibilities include drafting documents, managing deadlines, and coordinating notary and witness arrangements, while handling confidential information with discretion.

Qualifications

• 3+ years of legal assistant experience in Trusts & Estates, Estate Planning or Probate.
• Strong knowledge of estate planning and probate procedures.
• Experience drafting wills, trusts and probate pleadings.
• Excellent organizational, communication, and multitasking skills.
• Proficiency with Microsoft Office and legal document management systems.
• Ability to handle confidential information with discretion.

Responsibilities

• Support attorneys with estate planning, probate, and trust administration matters.
• Prepare, revise, and finalize estate planning documents including wills and trusts.
• Assist with probate filings and court-related documentation.
• Maintain calendars, deadlines, appointments, and court dates.
• Communicate professionally with clients, courts, financial institutions, and third parties.
• Coordinate execution of documents, including notary and witness arrangements.
• Organize and maintain physical and electronic client files.
• Draft correspondence and legal documents per templates and attorney guidance.
• Track incoming documents, deadlines, and follow-up items.
• Assist with time entry, billing support, and other administrative tasks.

Skills

Estate Planning

Probate Procedures

Document Drafting

Client Communication

Microsoft Office

Legal Document Mgmt

Time Management

Education

Paralegal Certificate

Tools

Document Management Systems

Job description

A well‑established Naples, Florida law firm is seeking an experienced Trusts & Estates Legal Assistant to support attorneys handling estate planning, probate, and trust administration matters. This opportunity is ideal for a detail‑oriented and highly organized legal assistant who thrives in a fast‑paced legal environment and enjoys providing exceptional client service.

Key Responsibilities

• Support attorneys with estate planning, probate, and trust administration matters
• Prepare, revise, and finalize estate planning documents including wills, trusts, powers of attorney, and related materials
• Assist with probate filings and court‑related documentation
• Maintain calendars, deadlines, appointments, and court dates
• Communicate professionally with clients, courts, financial institutions, and third parties
• Coordinate execution of estate planning documents, including notary and witness arrangements
• Organize and maintain physical and electronic client files
• Draft correspondence and legal documents based on templates and attorney guidance
• Track incoming documents, deadlines, and follow‑up items
• Assist with time entry, billing support, and additional administrative tasks as needed

Qualifications

• 3+ years of legal assistant experience in Trusts & Estates, Estate Planning, or Probate
• Strong working knowledge of estate planning and probate procedures
• Experience preparing wills, trusts, probate pleadings, and related legal documents
• Excellent organizational, communication, and multitasking skills
• Proficiency with Microsoft Office and legal document management systems
• Ability to handle confidential information with discretion and professionalism
• Florida law firm experience preferred

Preferred Experience

• Familiarity with Florida probate court filings
• Exposure to trust administration and wealth transfer matters
• Strong attention to detail and deadline management
• Ability to work independently and collaboratively with attorneys and staff
• Salary range: $75,000–$85,000, based on experience
• Health, dental, and vision insurance
• Paid time off and paid holidays
• 401(k) with employer contribution
• Professional and collaborative work environment