Legal Assistant – Estate Planning & Probate jobs in United States
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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

Document preparationClient supportOrganizational skillsEmpathyProfessionalism

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.

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I have been in practice for 19 years.

Funding

Current Stage
Early Stage
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