Paralegal

Trusts & Estates Paralegal

Naples, FL 34109 | Hybrid (1 day remote after onboarding)

LHH Recruitment Solutions is partnering with an Am Law-ranked firm to identify an experienced Trusts & Estates Paralegal for its Naples office. This opportunity offers complex, high-level work in a collaborative, small-office setting backed by the resources of a large, nationally recognized firm.

This team supports high-net-worth and ultra-high-net-worth individuals, families, and family offices on sophisticated estate, tax, and wealth transfer planning.

This opportunity offers the best of both worlds with a collaborative, close-knit office environment supported by the resources and sophistication of a nationally ranked firm.

Primary Responsibilities

• Support estate and trust administration from intake through final distribution
• Compile asset information, valuations, and detailed inventory schedules
• Assist with preparation of fiduciary income tax returns and federal transfer tax filings, including Forms 706 and 709
• Draft and file probate and trust administration documents using Florida e-filing systems
• Track deadlines and proactively manage timelines across multiple matters
• Serve as a liaison between attorneys, clients, and advisors
• Proofread and edit documents for accuracy and compliance
• Maintain organized records using estate and tax software systems
• Ensure accurate time entry and strict confidentiality standards

Minimum Qualifications

• 3+ years of trusts and estates administration and probate experience in a US law firm
• Recent exposure to high-net-worth and ultra-high-net-worth client matters required
• Working knowledge of estate, gift, and fiduciary income tax filings (Forms 706 & 709)
• Advanced proficiency with Florida probate procedures and e-portal systems
• Demonstrated experience billing time for substantive paralegal work
• ABA-approved paralegal certificate or relevant degree preferred
• Strong attention to detail, organization, and critical thinking
• Ability to manage deadlines and multiple priorities in a fast-paced environment
• Clear, professional written and verbal communication skills

Practice Exposure

• Advanced estate and wealth transfer strategies
• Multigenerational and legacy planning
• Irrevocable trusts, including grantor and non-grantor structures
• GRATs, dynasty trusts, and family LLCs
• Business succession planning

Compensation & Benefits

• Salary range: $65,000 to $100,000
• Bonus eligible
• 1,500 billable hour requirement
• Hybrid flexibility after initial onboarding period
• Full benefits package including:
• Medical, dental, vision
• 401(k) with match
• Life and disability insurance
• PTO, holidays, and sick time

Additional Details

• Fully onsite during initial onboarding period, then hybrid (1 day remote)
• No relocation assistance available
• Team-oriented culture with strong mentorship and support