Trusts & Estates Paralegal

Naples, FL - USA

Monthly Salary: $ 70000 - 95000

Posted on: 16 hours ago

Vacancies: 1 Vacancy

Job Summary

Were recruiting on behalf of a client seeking an experienced Paralegal to join their estate and trust administration team in Naples. This is a full-time onsite role supporting high-net-worth estate matters with a focus on Florida probate trust settlement and related federal transfer tax filings.

What Youll Do:

Manage estate and trust administration from asset collection to final distributions
Prepare inventories schedules and accountings using data from multiple sources
Draft probate pleadings and fiduciary documents for review and e-filing
Assist in preparing estate gift and fiduciary income tax returns (Form 706 Form 709 Form 1041)
Coordinate deadlines monitor case schedules and support attorneys proactively
Maintain clear client communication and act as liaison between attorneys and families
Use legal and tax software platforms to streamline filings and documentation
Edit and proofread all work for accuracy and compliance with Florida and federal law

What You Bring:

Background in Florida estate and trust administration (at least 5 years)
Strong understanding of probate trust and tax processes including federal transfer taxes
Experience with Florida e-filing systems and probate software
Paralegal certificate or formal legal training; 4-year degree preferred
Familiarity with Microsoft Office and estate/trust software platforms
Exceptional writing organization and client service skills