Legal Assistant - Estates and Trusts
Dentons Cohen & Grigsby
Please note this is an in-office position with no flexibility for remote work. As a Legal Assistant, you will be responsible for providing comprehensive administrative support to the Estates & Trusts Practice Group and its clients. This position's ideal candidate has a strong work ethic, exceptional problem-solving skills, and is comfortable working in a fast-paced dynamic workplace. Essential Duties and Responsibilities include the following (but not limited to): Providing administrative support to the Estates & Trusts Practice Group and its clients. Coordinate meetings, including videoconferences, conference calls, equipment, catering, presentation materials, visitors, and rooms/offices. Manage the practice groups, contact, calendars, and conference calls. Process and manage expenses, routinely update our time-keeping system, complete and close timekeeping where appropriate and prompt attorneys as necessary. Enter time for timekeepers and print reports as requested. Work with Accounting in all aspects of the billing cycle, including but not limited to reviewing client billing for accuracy, edits to content/grammar, resolution of billing problems, and efficient changes to the process. Process the intake of new clients, run conflict checks, create engagement, retainer letters, create client files, manage new client matters accurately and efficiently. Prepare and ensure availability of necessary agendas, presentations, and meeting notes. Revise, format, and finalize a wide variety of documents, including correspondence, memoranda, agreements, and practice-specific documents, including formatting Wills and Trusts. Proofread all documents and correspondence for accuracy. Monitor deadlines and schedules for the practice. Establish and maintain paper and electronic files according to current firm policies utilizing the firm’s record protocol procedures and document management system. Perform other related duties required based upon the unique practice of the attorney, such as but not limited to assisting in business development initiatives and events and committee projects and responsibilities. Assist other legal assistants whenever necessary to meet firm and client needs. Qualifications/Requirements A High School Diploma or equivalent. Undergraduate degree preferred. Minimum of 3 years of Trusts & Estates experience in law firm setting is required. Licensed as a Florida Notary Public or willing to become a Notary. Strong proficiency in Microsoft Office 365: including Word, Excel, PowerPoint, Outlook, Teams; iManage, Adobe, Zoom, and other videoconferencing applications- Must possess a typing speed of at least 60-65 wpm with a high accuracy rate. Excellent administrative, drafting, transcription, preparation, proofreading, organizational, time management, attention to detail, and multi-tasking skills in a busy, deadline-driven environment. The ability to build professional, cooperative, and supportive relationships with one’s peers, superiors, and clients while also anticipating and identifying clients’/colleagues’ current and future needs. Enthusiastically greet all contacts, vendors and personnel consistently, offering a warm, smiling, and hospitable demeanor that is also in a manner that is also positive, authentic, friendly, and helpful. Ability to maintain the highest level of confidentiality regarding internal Firm and client information. Ability to handle high-pressure situations with grace. Able to work as a team player for the practice area and have the capability to work independently and drive projects to completion. Possesses the ability to see the importance of every task holistically and understand how each assignment benefits the growth and success of the practice. Have a proactive, forward-thinking, innovative, and results-oriented approach with a strong work ethic and well-developed interpersonal skills. Has the ability to learn new technologies quickly. Demonstrates proactive approaches to problem-solving with strong decision-making capability. Self-motivated and driven. To perform the job successfully, an individual should demonstrate the following competencies: Forward-thinking – Anticipating future trends, challenges, and opportunities and acting proactively to prepare for them. It involves a strategic growth mindset that focuses on long-term success through innovation, adaptability, and creative problem-solving. Innovation & Design – Be open to new ideas and promoting positive innovation. Demonstrates attention to detail. Fosters agility. Decision Making – Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully. Aligns critical priorities. Thinks and acts strategically. Interpersonal Skills – Focuses on solving conflict and applies growth mindset. Oral Communication – Listens and gets clarification; responds well to questions. Teamwork and Collaboration - Balances team and individual responsibilities; contributes to building a positive team spirit. Professionalism – Accepts responsibility for own actions; follows through on commitments. Quality – Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality. Dependability – Follows instructions, responds to direction; commits to long hours of work when necessary to reach goals. Initiative – Takes independent actions and calculated risks; asks for and offers help when needed. Integrity – Model positive behaviors and actions. Maintains confidentiality and fosters trust. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet software; spreadsheet software, word processing software; financial software. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Professional Appearance Requirement: Employees are expected to maintain a professional and business-appropriate appearance at all times. Visible tattoos, body art, piercings (other than conventional ear piercings), branding, and similar body modifications must be covered or removed while on duty. Exceptions may be made as required by applicable law or as a reasonable accommodation for religious beliefs, medical conditions, or other protected circumstances. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Dentons Cohen & Grigsby P.C. offers a competitive salary and benefits package including medical, dental, vision, 401k, money purchase plan, short-term/long-term disability, life insurance, paid time off, and paid holidays. Dentons Cohen & Grigsby P.C. is an Equal Opportunity Employer. #J-18808-Ljbffr Dentons Cohen & Grigsby
- Legal Administrative Assistant (Corporate / Trusts & Estates) LHH Recruitment Solutions is partnering with a well-established law firm in Naples that is seeking a Legal Administrative Assistant to support attorneys within its Corporate and Trusts & Estates practice. The...SuggestedWork at officeNight shift
$75k - $85k
...A well‑established Naples, Florida law firm is seeking an experienced Trusts & Estates Legal Assistant to support attorneys handling estate planning, probate, and trust administration matters. This opportunity is ideal for a detail‑oriented and highly organized legal...SuggestedWork at office- ...Trusts And Estates ParalegalWe're recruiting on behalf of a client seeking an experienced paralegal to join their estate and trust administration team in Naples, FL. This is a full-time, onsite role supporting high-net-worth estate matters, with a focus on Florida probate...SuggestedFull time
- ...an experienced Paralegal to join their estate and trust administration team in Naples. This is a... ...fiduciary documents for review and e-filing Assist in preparing estate, gift, and fiduciary... ...between attorneys and families Use legal and tax software platforms to streamline...SuggestedFull timeWork at office
- ...Trusts & Estates Paralegal Cephas Consultancy Services Private Limited Naples, Florida, United... ...attorney review and electronic filing. Assist with estate, gift, and fiduciary income... ...and families and serve as liaison with legal teams. Use legal and tax software; edit...SuggestedFull timeWork at office
$70k - $93k
...ESTATE AND TRUST PARALEGAL Location: Naples, Florida (Onsite — NO REMOTE — NO HYBRID) Compensation: $70,000 - $93,000 per year About the Role... ...pleadings and fiduciary documents for review and e-filing Assist in preparing estate, gift, and fiduciary income tax returns (...Work at officeRemote work- Roetzel & Andress LPA seeks a full-time Legal Assistant with 2-3 years of trust and estate planning experience in Naples, Florida. The role supports attorneys with administrative tasks, document preparation, and client communications in a collaborative team environment...Remote jobFull time
- Roetzel & Andress LPA seeks a full-time Legal Assistant in Naples, FL, with 2-3 years of trust and estate planning experience. The role involves managing daily administrative tasks, calendar maintenance, and client communications, with a hybrid-remote schedule available...Full timeRemote work
- Dentons Cohen & Grigsby P.C. in Naples, FL seeks a meticulous Legal Assistant to support the Estates & Trusts Practice Group and its clients in an in-office role. You will handle daily administrative tasks, coordinate meetings, manage calendars, assist with billing, and...Work at office
- Roetzel & Andress LPA is seeking a full-time Legal Assistant with 2-3 years of trust and estate planning experience in Naples, Florida. Roetzel is a full-service law firm with offices located throughout Ohio, Florida, and Chicago. The firm provides comprehensive legal...Full timeWork at officeRemote work
$70k - $93k
...leading provider of business transformation solutions, seeks an Estate and Trust Paralegal to manage estate and trust administration from... ...pleadings and fiduciary documents for review and e-filing, and assists in preparing estate, gift, and fiduciary income tax returns,...Work at office- ...respected law firm in Naples, FL, is looking for a detail-oriented Trusts & Estates Paralegal to provide comprehensive legal support. This role involves drafting and managing legal documents, assisting with probate and estate matters, and ensuring compliance with Florida...Work at office
- ...seeking a detail-oriented and experienced Trusts & Estates Paralegal to join a respected law firm’s... ...FL. This role offers a dynamic blend of legal support, client interaction, and... ...directives, and estate/trust accountings. Assist with probate filings, trust funding, asset...Work at officeFlexible hours
$70k - $85k
...seeking an experienced Paralegal to join its estate and trust administration team in Naples, Florida.... ...documents for review and e-filing Assist with Form 706, Form 709 and Form 1041 preparation... ...between attorneys and families Use legal and tax software to streamline filings...Full timeWork at officeRemote work$60k - $85k
...all types, including individual income, estate and trust income, gift, estate and GST tax... ...to estates and trusts Performs tax and legal research using library and online resources... ...estate planning and other legal documents Assists with business transactions Prepares...Work experience placement3 days per week- ...Network, LLC is seeking an experienced Paralegal to join its estate and trust administration team in Naples, Florida. This full-time onsite... ...probate pleadings and fiduciary documents for review and e-filing, assist with Form 706, 709 and 1041, #J-18808-Ljbffr Thomas Talent...Full time
- ...Services Private Limited in Naples, Florida, seeks an experienced trusts and estates paralegal to support high-net-worth matters. The role... ...settlement, estate administration, and federal transfer tax filings, assisting attorneys and families with careful document preparation and...
- ...paralegal to support high-net-worth estate matters in Florida. The role focuses on probate, trust settlement, estate administration, and tax filings, assisting attorneys and families with... ...while communicating with clients and legal teams. On-site, full-time position...Full time
- ...Legal Assistant The Siegel Law Group is seeking a highly organized, detail-oriented Legal Assistant to join our Naples team in a hybrid... ...position will support our attorneys and legal staff in managing estate planning matters, coordinating client communications, and...Work at officeRemote workFlexible hours
- LHH Recruitment Solutions is partnering with a well-established Naples law firm to hire a Legal Administrative Assistant for Corporate and Trusts & Estates practice. The role emphasizes managing calendars, documents, and client communications in a fast-paced environment...
- LHH Naples, FL law firm seeks an experienced Trusts & Estates Legal Assistant to support attorneys handling estate planning, probate, and trust administration matters in a fast-paced environment. The role emphasizes client service, meticulous document preparation, and...
$60k - $85k
...Naples, Florida. The role involves preparing tax returns, conducting legal research, drafting documents, and maintaining client... ...years of paralegal experience and a strong background in tax and estate planning. This position offers a hybrid work model with competitive...- ...Legal Administrative AssistantWe're partnering with an established law firm in Naples... ...an experienced Legal Administrative Assistant to its team. This position will support... ...legal professionals within Corporate and Trusts & Estates and is ideal for someone who enjoys being...Work at officeMonday to Friday
- ...established law firm in Naples, FL that is looking to add an experienced Legal Administrative Assistant to its team. This position will support attorneys and legal professionals within Corporate and Trusts & Estates and is ideal for someone who enjoys being highly organized,...Work at officeMonday to Friday
- ...a direct hire role with a full benefits package. They are looking for someone who can prepare probate pleadings, federal estate tax returns, trust and/or estate accountings and funding calculations. Prefer a college degree and/or paralegal certificate and at least 2 years...
- ...efficient workflow Collect, examine, and organize evidence and other legal documents for attorney review and case preparation Draft and... ...contracts Research regulations, laws, and legal articles to assist with the preparation of reports, case files, and legal advice...Full timeLocal area
- ...efficient workflow Collect, examine, and organize evidence and other legal documents for attorney review and case preparation Draft and... ...and contracts Research regulations, laws, and legal articles to assist with the preparation of reports, case files, and legal advice...Full timeFor contractorsLocal area
- ...Highspring is partnering with an established law firm in Naples, FL to add an experienced Legal Administrative Assistant. This role supports attorneys within Corporate and Trusts & Estates, requiring highly organized hands-on administrative support in a 100% in-office...Work at office
- Goede, DeBoest & Cross, PLLC in Naples, FL seeks a Banking & Finance Paralegal/Legal Assistant to support our attorneys in a collaborative, growth-minded firm. The role focuses on document preparation and clear client communication to keep matters moving smoothly. You'll...
- The Legal Assistant - Commercial Litigation provides comprehensive administrative and litigation support to attorneys handling complex commercial litigation matters. This role is responsible for managing case documentation, court filings, and attorney calendars while ensuring...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Legal Assistant - Estates and Trusts. Be the first to apply!

