What are the responsibilities and job description for the Legal Assistant - Client Experience & Probate & Guardianship Support position at Safe Harbor Law Firm?
Legal Assistant (Client Experience Estate Planning Probate/Guardianship Support)
Safe Harbor Law Firm – Fort Myers, FL
Safe Harbor Law Firm is seeking a highly organized, client-focused Legal Assistant to join our Fort Myers team. This is a hybrid role combining client experience coordination with legal support in estate planning, probate, guardianship, and estate administration.
If you thrive in a fast-paced environment and want growth into paralegal-level work, this is a strong opportunity.
Responsibilities
- Serve as first point of contact for clients (calls, emails, scheduling)
- Coordinate consultations, meetings, and attorney calendars
- Act as liaison between clients and attorneys
- Prepare client files, documents, and meeting materials
- Maintain organized case files and documentation
Legal Support:
- Assist with drafting probate, guardianship, and estate documents
- Prepare and file court pleadings and forms
- Track deadlines, hearings, and case progress
- Assist with probate administration (petitions, inventories, accountings)
- Support guardianship matters (training provided)
Qualifications
- 2–5 years in a law firm (legal assistant, paralegal, or similar role)
- Probate, estate planning, or elder law experience preferred
- Strong attention to detail and organization
- Excellent communication and client service skills
- Ability to manage multiple priorities and deadlines
- Professional, compassionate demeanor with clients
Technical Skills
- Microsoft Office (required)
- Legal software (Clio, WealthCounsel, Lawmatics) a plus
- E-filing experience preferred
What We Offer
- Competitive pay (based on experience)
- Growth path into paralegal / advanced legal role
- Supportive, team-driven environment
- Meaningful work helping families navigate major life decisions
About Us:
Safe Harbor Law Firm is a leading estate planning and elder law firm dedicated to protecting families and their legacies through clear, compassionate legal guidance.
Safe Harbor Law Firm is a leading estate planning and elder law firm dedicated to protecting families and their legacies through clear, compassionate legal guidance.
Salary : $25 - $30