Paralegal - Estate & Trust Administration | Naples, FL | $70,000 - $95,000
$70k - $95kDirect Line Workforce Solutions
Paralegal – Estate and Trust Administration
Location: Naples, FL
Full-Time | Onsite
Salary: $70,000 - $95,000
Role Overview
A law firm in Naples, FL is seeking an experienced Paralegal to support its estate and trust administration practice. This role focuses on high-net-worth estate administration, Florida probate matters, trust settlements, and federal transfer tax filings within a fast-paced legal environment.
Key Responsibilities
- Manage estate and trust administration matters from asset collection through final distribution
- Prepare inventories, schedules, and accountings using financial and legal documentation
- Draft probate pleadings and fiduciary documents for attorney review and Florida e-filing
- Assist with preparation of IRS Forms 706, 709, and 1041
- Track deadlines and manage probate and trust administration schedules
- Serve as a liaison between attorneys, clients, beneficiaries, and financial institutions
- Utilize legal and tax software systems to organize case materials and filings
- Proofread and review documents for accuracy, compliance, and completeness
Requirements
- Minimum 5 years of Florida estate and trust administration experience
- Hands-on experience preparing or assisting with Forms 706, 709, and 1041
- Knowledge of Florida probate procedures and e-filing systems
- Formal paralegal training, certificate, associate's degree, or equivalent experience
- Proficiency with Microsoft Office applications
- Strong organizational, communication, and proofreading skills
- Authorized to work in the United States without sponsorship
Nice-to-Haves
- Experience working with high-net-worth estate matters
- Experience with legal case management or tax preparation software
- Background within probate, tax, or estate planning law firms
- Strong client service and relationship management skills
Compensation & Benefits
- $70,000 - $95,000 annual salary
- Full-time direct hire opportunity
- Professional legal office environment
- Long-term career growth potential
Work Arrangement
- Full-time onsite role
- Naples, Florida
- No remote work available
Vacancy posted 15 days ago
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