Trusts & Estates Paralegal

Job Title: Trusts & Estates Paralegal

Location: Naples FL

Job Type: Direct Hire Full-Time Onsite

The Role

Our client a well-established law firm in Naples FL is seeking an experienced Trusts & Estates Paralegal to support their estate and trust administration practice. This is a fully onsite role working on high-net-worth estate matters Florida probate trust settlement and related federal transfer tax filings.

What Youll Do

• 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.

Must-Haves

• 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.
• Salary requirements provided.
• Authorized to work in the United States.
• No sponsorship required now or in the future.

Required Skills:

Paralegal