Trusts and Estates Legal Assistant

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

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

401(k)

Job summary

LHH Naples, FL law firm seeks an experienced Trusts & Estates Legal Assistant to support attorneys handling estate planning, probate, and trust administration matters in a fast-paced environment. The role emphasizes client service, meticulous document preparation, and strong organizational skills.

Ideal candidates have 3+ years in Trusts & Estates or Probate, familiarity with Florida probate filings, and proficiency in MS Office and legal document management systems.

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.

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.

Skills

Attention to detail

Organizational skills

Communication skills

Multitasking

Confidentiality

Tools

Microsoft Office

Legal 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