Trusts & Estates Paralegal

Trusts & Estates Paralegal Company: HireNow Staffing HireNow Staffing is actively recruiting a seasoned, highly skilled Trusts & Estates Paralegal to join one of our valued client partners. The role requires a highly organized legal professional with extensive experience supporting estate and trust administration matters, working directly with attorneys, fiduciaries, beneficiaries, financial institutions, accountants, and high‑net‑worth families. This position is ideal for a paralegal who thrives in a detail‑driven environment and possesses a strong understanding of Florida probate administration, trust settlement procedures, estate tax filings, fiduciary documentation, and complex asset management matters. The successful candidate will demonstrate exceptional organizational abilities, professionalism, discretion, and a commitment to delivering outstanding client service. Job Description The Trusts & Estates Paralegal will support estate and trust administration matters from inception through final distribution. Key duties include: Managing estate and trust administration matters throughout the lifecycle of each file. Collecting, organizing, and analyzing financial and asset‑related information from multiple sources. Preparing inventories, schedules, accountings, and supporting documentation. Drafting probate‑related pleadings, fiduciary documents, correspondence, and administration materials for attorney review. Assisting with estate, gift, and fiduciary income tax return preparation and supporting documentation. Coordinating and monitoring probate administration activities and trust settlement matters. Managing court filings and maintaining compliance with applicable filing requirements. Tracking critical deadlines, distribution schedules, tax deadlines, and court‑related obligations. Communicating professionally with beneficiaries, fiduciaries, financial advisors, accountants, and other third parties. Maintaining organized files and ensuring accuracy of all documentation and records. Utilizing legal, financial, and tax software platforms to support administration activities. Reviewing and proofreading documents to ensure accuracy, consistency, and compliance. Required Qualifications Minimum of five (5) years of Florida estate and trust administration experience. Extensive experience supporting probate and trust administration matters. Hands‑on experience working with IRS Forms 706, 709, and 1041. Strong knowledge of Florida probate procedures and administration requirements. Experience utilizing Florida e‑filing systems and probate court procedures. Formal paralegal training through a certificate program, associate degree, bachelor’s degree, or equivalent legal education. Proficiency with Microsoft Office applications, including Word, Excel, Outlook, and related tools. Experience preparing fiduciary documentation, accountings, inventories, and administration‑related materials. Strong organizational, analytical, and problem‑solving skills. Exceptional attention to detail and document accuracy. Ability to manage multiple active matters simultaneously. Authorized to work in the United States without sponsorship. No current or future visa sponsorship requirements. Preferred Qualifications Significant experience supporting high‑net‑worth estate and trust administration matters. Advanced understanding of estate, gift, and fiduciary income tax concepts. Experience working directly with accountants, wealth advisors, trustees, and fiduciaries. Familiarity with trust settlement, complex asset transfers, and beneficiary distributions. Experience utilizing legal practice management, tax preparation, and estate administration software. Strong client relationship management skills. Proven ability to independently manage large volumes of estate administration responsibilities. Demonstrated employment stability and progressive trusts and estates experience. Experience supporting attorneys in sophisticated probate and trust administration practices. Benefits Comprehensive Benefits Package Medical, Dental, and Vision Coverage Retirement Savings Options Paid Time Off Professional Development Opportunities Long‑Term Career Growth Potential Compensation $70,000 – $95,000 annually Work Location Naples, Florida Onsite Position Full‑Time Direct Hire U.S.-Based Candidates Only EEO Statement All candidates meeting the core qualifications will be considered for interview. HireNow Staffing is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status. #J-18808-Ljbffr