Trusts & Estates Paralegal

$70k - $85k

Thomas Talent Network

Job Description

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

Full-Time

Onsite (no remote).

Salary: $70,000-$85,000/yr.

Supports high-net-worth estate matters with a focus on Florida probate, trust settlement, and related federal transfer tax filings.

What You'll 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.

Apply

Vacancy posted 29 days ago

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