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Estate and Trust Paralegal

$70k - $93k

Advatix

Estate and Trust Paralegal

Location: Naples, Florida (Onsite — NO REMOTE — NO HYBRID)

Compensation: $70,000 - $93,000 per year

HRforGrowth® is engaged as the talent acquisition partner to conduct this search on behalf of a client organization that is hiring for this role. HRforGrowth is not the employer for this position. HRforGrowth identifies, evaluates, and presents top-tier candidates through its global talent acquisition practice; all employment decisions — including final selection, offer terms, compensation, and conditions of employment — are made solely by the hiring organization.

About the Role:

Our client is seeking an experienced Estate and Trust Paralegal to manage estate and trust administration matters from asset collection through final distributions at the firm's Naples, Florida office.

Key Responsibilities:

  • Manage estate and trust administration from asset collection to final distributions

  • Prepare inventories, schedules, and accountings at all probate steps

  • 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

    About HRforGrowth:

HRforGrowth is a full-service HR and talent partner built to support companies that are scaling, transforming, or navigating change. HRFG is globally recognized for delivering quality, speed, and cost-effective talent solutions across every level of the workforce. Through its global talent acquisition practice, HRforGrowth applies world class rigor and precision to identifying exceptional professional and executive talent on behalf of its clients — from temporary staffing to permanent hourly workers through to placing C-suite executives. HRforGrowth is presenting this opportunity in its capacity as the retained search partner and does not serve as the employer of record for this position.

Equal Employment Opportunity:

In its recruiting and search practices, HRforGrowth does not discriminate on the basis of race, color, religion, national origin, age, marital status, physical or mental disability, sex, sexual orientation, gender, or gender identity, and welcomes applications from all qualified individuals. HRforGrowth evaluates and presents candidates to its clients without regard to any protected characteristic.

HRforGrowth endeavors to advise the hiring organization to comply with all applicable federal, state, and local equal employment opportunity laws — including those enforced by the U.S. Equal Employment Opportunity Commission (EEOC) — in its hiring decisions, terms of employment, and workplace practices.

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Vacancy posted 3 days ago
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