Trusts & Estates Paralegal

(confidential) seeks an experienced Trusts & Estates Paralegal to join an estate and trust administration team in Naples FL.

Full-Time

Onsite (no remote).

Salary: $70000-$85000/yr.

Supports 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

Equal opportunity employer.