Trusts & Estates Paralegal

Job Description

Job Description

Our client is seeking an experienced Paralegal to join its estate and trust administration team in Naples, Florida. This full-time, onsite opportunity supports high-net-worth estate matters with a focus on Florida probate, trust settlement and related federal transfer tax filings.

The Trusts & Estates Paralegal will support estate and trust administration from asset collection through final distributions. The role requires strong probate and trust knowledge, careful deadline management, accurate drafting and tax-filing support, and professional communication with attorneys, clients and families.

Onsite / No Remote.

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 with Form 706, Form 709 and Form 1041 preparation

- Coordinate deadlines and monitor case schedules

- Proactively support attorneys throughout estate and trust matters

- Maintain clear client communication and liaise between attorneys and families

- Use legal and tax software to streamline filings and documentation

- Edit and proofread work for accuracy and Florida/federal compliance

What You Bring:

- At least 5 years of Florida estate and trust administration experience

- Strong understanding of probate, trust and tax processes

- Knowledge of federal transfer taxes

- Experience with Florida e-filing systems and probate software

- Paralegal certificate or formal legal training

- Four-year degree preferred

- Familiarity with Microsoft Office and estate/trust software platforms

- Exceptional writing, organization and client-service skills

Compensation: $70,000-$85,000 annual salary.