MortgageBoard

Legal Assistant

FL - Clearwater
Pay Rate: $21 - $26 per year

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Job Summary
We are seeking a motivated Legal Assistant to provide administrative and client support in the area of Estate Planning and Trusts & Estates. The Legal Assistant will assist attorneys with document preparation, client communications, and file management. This is an excellent opportunity for someone with strong organizational skills and an interest in estate law.

Responsibilities

• Draft and format estate planning documents, including wills, trusts, powers of attorney, and healthcare directives

• Schedule client meetings, maintain attorney calendars, and manage filing deadlines

• Communicate with clients to collect information, schedule signings, and provide updates

• Organize and maintain client files (digital and paper)

• Handle document execution and notarization as needed

• Assist with correspondence, memos, and general administrative support

• Coordinate with financial institutions and other professionals regarding estate and trust documentation

Qualifications

• 1–3 years of experience as a legal assistant (estate planning or trusts experience preferred, but not required)

• Strong attention to detail and organizational skills

• Proficiency with Microsoft Office Suite and legal document formatting

• Ability to multitask in a fast-paced environment

• Excellent communication and interpersonal skills