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

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Legal Assistant - Client Experience & Probate & Guardianship Support