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Shutts & Bowen LLP · 5 months ago

Legal Assistant - Trust & Estates

Sarasota, FL, US

Full-time

Onsite

Senior Level

5+ years exp

Shutts & Bowen LLP is a law firm seeking a Legal Assistant specializing in Trust & Estates. The role involves providing comprehensive administrative support to attorneys in estate planning and trust administration, ensuring high-quality service to clients and effective communication with various stakeholders.

Law Practice

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Proven ability and experience handling all aspects of administrative support needed to assist attorneys in estate planning matters and the administration of estates and trusts with a sustained record of high-quality work

Working knowledge of the rules of procedure governing estate and trust administrations as it relates to this role

Using various court filing systems, must have experience filing pleadings in state in accordance with the related court requirements

Experience working in a mid to large size firm and collaborating with various firm-wide departments in the handling of various responsibilities, including case opening, conflicts checks, billing, training, records, etc

Effective oral and written communication skills needed to draft and proofread correspondence, pleadings, and other legal documents

Experience tracking firm, attorney, and client expenses and using an application software to process reimbursements and payments

Knowledge and ability to participate in the client billing process, including assisting attorneys in entering narratives, tracking billable tasks, making edits, calendaring billing due dates, and delivery of bills to clients in electronic and paper forms

Schedule state court hearings in accordance with court requirements

Understand court requirements to calculate deadlines and ensure they are met by the attorney and team

Schedule client and other appointments in coordination with the attorney

Managing electronic and paper case files

Handling incoming and outgoing mail and other correspondence. Answering, screening, directing and placing telephone calls and emails

Consistently deliver outstanding client service and quality

Completing tasks and following through with issue resolution, including the ability to meet deadlines and work in a fast-paced environment

Physical attendance and punctuality at the place of work

Qualification

Estate planning experienceCourt filing systemsMicrosoft OfficeLegal document draftingBilling software experienceMultitaskingClient service skillsEffective communicationAttention to detail

Required

Working knowledge of the rules of procedure governing estate and trust administrations as it relates to this role

Using various court filing systems, must have experience filing pleadings in state in accordance with the related court requirements

Effective oral and written communication skills needed to draft and proofread correspondence, pleadings, and other legal documents

Experience tracking firm, attorney, and client expenses and using an application software to process reimbursements and payments

Schedule state court hearings in accordance with court requirements

Understand court requirements to calculate deadlines and ensure they are met by the attorney and team

Schedule client and other appointments in coordination with the attorney

Managing electronic and paper case files

Handling incoming and outgoing mail and other correspondence. Answering, screening, directing and placing telephone calls and emails

Consistently deliver outstanding client service and quality

Completing tasks and following through with issue resolution, including the ability to meet deadlines and work in a fast-paced environment

Physical attendance and punctuality at the place of work

Must have two-year degree or comparable experience

Must have a minimum of five years of law firm administrative experience as an estate planning or estate and trust administration legal assistant

Experience working with multiple attorneys required

Ability to work efficiently and effectively under pressure and time constraints

Ability to effectively balance multiple assignments and workflow from multiple attorneys

Ability to multitask and handle multiple responsibilities and high volume is crucial

Strong attention to detail, initiative, and follow-through required

Effective oral and written communication skills, including the ability to clearly express thoughts to others and exchange information

Establish and maintain effective working relationships with employees, other departments, vendors, and the public

Working knowledge of Microsoft Office, including extensive knowledge of Outlook, Word, Excel and experience working with law firm case management and billing software required

Preferred

Florida probate experience a plus

Knowledge of iManage, CMS, SmartTime, Aderant, Wealth Counsel, Estate Works, and Hot Docs a plus

Company

Shutts & Bowen LLP

Shutts & Bowen is a Florida-based law firm, headquartered in Miami, representing individuals and business entities nationally and internationally.

Founded in 1910

Miami, FL, US

501-1000 employees

http://www.shutts.com

H1B Sponsorship

Shutts & Bowen LLP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2023 (1)

2022 (1)