Trusts & Estates Paralegal
Affinity Executive Search
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
- 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
Apply for this position
Vacancy posted 2 days ago
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