Legal Assistant - Client Experience & Probate & Guardianship Support
Fort Myers
Legal Assistant - Client Experience & Probate & Guardianship Support
Full Time • Fort Myers
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.
Compensation: $25.00 - $30.00 per hour
At Safe Harbor Law Firm (formally known as Buff Law Firm PLLC), we focus on estate planning, elder law, and closely related practice areas. Our true focus, however, is helping families plan for and take control of their future. This can involve:
- Ensuring your assets will go to the people you want, when you want, in the manner you want after you pass away
- Preparing for the possibility that you or your spouse will need expensive long-term care—and helping you find ways to pay for it
- Ensuring that people you trust have the authority to make financial and medical decisions on your behalf in the event of incapacity
- Protecting your assets and those of your heirs against threats such as creditors, lawsuits, divorce, the high cost of long-term care, and more
- Guiding your loved ones through the probate and/or trust administration process
Safe Harbor Law Firm has helped families from all walks of life find solutions to challenges like these and many more. We welcome the opportunity to do the same for you. Ultimately, our goal is to help you enjoy the peace of mind that comes from having a plan in place for the future.
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