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.