Legal Assistant - Trusts & Estates - Sarasota

Job Category: Staff


The Sarasota office of Shutts & Bowen has a busy Trusts & Estates Practice Group seeking a smart, dedicated, and highly organized legal assistant/secretary. Five years of experience in probate and estate planning and administration is a plus. Candidate must possess excellent administrative, oral and written communication, and organizational skills.  Candidate must be proficient in Microsoft Word, Excel, and Outlook. Knowledge/use of electronic case management systems is a plus. Candidate must be able to work in a team environment as well as independently.  The firm offers a pleasant work environment and excellent benefits.

Education and Experience:

  • Experience in handling a wide range of administrative and executive support related tasks
  • Excellent calendar management skills
  • Excellent verbal, written, organization, analytical and interpersonal skills
  • Outstanding client service and decision-making skills
  • Excellent spelling and grammar and strong, accurate keyboarding skills (minimum 55 wpm)
  • Familiarity with procedures of courts a plus
  • Familiarity with Hot Docs a plus
  • Demonstrates a high degree of professionalism, confidentiality, discretion, and decorum
  • Knowledge of legal terminology, documents, and procedures
  • Advanced word processing skills (use of styles, tracking, sophisticated mail merges, outline numbering, pagination, headers and footers, creating tables and document comparisons)
  • Experience with working in Excel to create spreadsheets, including simple formulas and formatting
  • Experience with creating and editing PowerPoint presentations, including incorporating transitions and builds
  • Ability to produce accurate draft documents from a variety of rough sources that are handwritten or ‘pieced’ together or from oral instructions
  • Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills
  • Flexibility to work overtime, as deadlines require
  • Ability to maintain concentration in a shared working environment
  • Good understanding of basic business relationships and client confidentiality principles

Please forward resume via e-mail with a cover letter including salary expectations to Lawanna Voci at

  • Accepted file types: pdf.