Sherri M. Stinson, P.A. · 3 months ago
Legal Assistant – Estate Planning & Probate
Sherri M. Stinson, P.A. is a woman-owned boutique estate planning firm in Palm Harbor seeking a Legal Assistant who is organized and professional. The role involves assisting with wills, trusts, and probate document preparation, handling client interactions, and supporting the attorney with various operational tasks.
Law Practice
Responsibilities
Handle phone calls with empathy and professionalism
Assist with wills, trusts, and probate document preparation
Greet and support clients for estate planning appointments and signings
Double-check attorney calculations (percentages, asset distributions, figures)
Keep files, calendars, and deadlines organized
Support the attorney with scheduling, billing, and daily operations
Qualification
Required
Organized and professional
Ability to handle phone calls with empathy and professionalism
Experience assisting with wills, trusts, and probate document preparation
Ability to greet and support clients for estate planning appointments and signings
Ability to double-check attorney calculations (percentages, asset distributions, figures)
Ability to keep files, calendars, and deadlines organized
Ability to support the attorney with scheduling, billing, and daily operations
Benefits
401(k) matching + growth opportunities
Option for 4-day workweek (Mon–Thurs, 10-hour days)
Company
Sherri M. Stinson, P.A.
I have been in practice for 19 years.
Funding
Current Stage
Early StageCompany data provided by crunchbase