Paralegal – Estate and Trust Administration
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Job Location:
Naples, FL - USA
Yearly Salary:
$ 70000 - 95000
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
Support an estate and trust administration practice with high-net-worth estate matters Florida probate trust settlement and related federal transfer tax filings. Key Responsibilities: Manage estate and trust administration from asset collection through final distribution. Prepare inventories schedules and accountings using information from multiple sources. Draft probate pleadings and fiduciary documents for attorney review and Florida e-filing. Assist with preparation of Forms 706 709 and 1041. Track deadlines and proactively manage case schedules. Serve as a liaison between attorneys clients and beneficiary families. Use legal and tax software platforms to organize and streamline filings. Proofread and edit all work for accuracy and compliance. Required Qualifications: 5 years Florida estate and trust administration experience. Hands-on experience with Forms 706 709 and 1041. Knowledge of Florida probate procedures and e-filing systems. Formal paralegal training (certificate associates degree or equivalent). Proficiency in Microsoft Office. Authorized to work in the United States. No sponsorship required now or in the future. Work Arrangement: Full-time on-site (no remote).
