Trusts & Estates Paralegal
Job Title:
Trusts & Estates Paralegal
Remote Allowed:
No
Client:
Confidential Law Firm
Location:
Naples, FL
Salary Range:
$70,000 – $95,000 per year
Job Type:
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 You’ll 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 (Required to Submit)
• 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, associate’s 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
Apply tot his job
Apply To this Job
Trusts & Estates Paralegal
Remote Allowed:
No
Client:
Confidential Law Firm
Location:
Naples, FL
Salary Range:
$70,000 – $95,000 per year
Job Type:
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 You’ll 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 (Required to Submit)
• 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, associate’s 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
Apply tot his job
Apply To this Job