Estate Planning Assistant
Job Location:
Naples, FL - USA
Monthly Salary:
Posted on:
Vacancies:
Job Summary
Our client is seeking an experienced Estate Planning Assistant to support a sophisticated Trusts & Estates practice focused on high-net-worth individuals estate administration trust administration probate matters and transfer tax planning.
Competitive Base Salary Benefits
RESPONSIBILITIES:
- Manage estate and trust administration matters from opening through final distribution
- Coordinate collection valuation and transfer of estate and trust assets
- Assist with beneficiary distributions and trust settlements
- Prepare probate pleadings petitions inventories accountings notices and related filings
- Coordinate electronic filings with Florida courts
- Track probate deadlines and procedural requirements
- Prepare estate inventories and asset schedules
- Assist with preparation of estate tax returns gift tax filings and fiduciary income tax returns
- Serve as liaison between attorneys clients beneficiaries and outside advisors
QUALIFICATIONS:
- Minimum 5 years of Florida estate and trust administration experience
- Strong knowledge of probate administration procedures
- Experience with trust administration matters
- Familiarity with estate gift and fiduciary income tax filings
- Knowledge of federal transfer tax concepts
- Experience with Florida court e-filing systems
- Proficiency with Microsoft Office Suite
PREFERRED:
- Paralegal Certificate or formal legal training
- Bachelors Degree
- Experience working with high-net-worth clients
- Experience with estate administration software and trust accounting
