Records Management Specialist

We’re recruiting on behalf of a client seeking an experienced Paralegal to join their estate and trust administration team in Naples. This is a full-time, onsite role supporting 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