Trust & Estates Paralegal

1 day ago Be among the first 25 applicants This range is provided by LHH. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. LHH is seeking a detail-oriented and experienced Trusts & Estates Paralegal to join a respected law firm’s Private Client team in Naples, FL. This role offers a dynamic blend of legal support, client interaction, and administrative coordination in estate planning, probate, and trust administration. Responsibilities Provide comprehensive support to attorneys throughout all phases of estate planning, probate, and trust administration. Draft and manage legal documents including wills, trusts, powers of attorney, healthcare directives, and estate/trust accountings. Assist with probate filings, trust funding, asset tracking, beneficiary communications, and distributions. Support tax-related matters including federal and state estate/gift tax returns, fiduciary income tax filings, and valuations. Maintain organized case files, monitor deadlines, and liaise with clients, courts, financial institutions, and external professionals. Conduct legal research in estate, trust, and tax law; assist attorneys with client correspondence and meeting preparation. Utilize legal software and document management systems to ensure compliance with Florida law and fiduciary standards. Qualifications Minimum of 2–3 years of paralegal experience in trusts & estates, probate, or tax-related legal work. Solid understanding of estate planning, trust administration, and probate procedures (Florida-specific experience preferred). Familiarity with federal tax forms including 706, 709, and 1041 is a plus. Exceptional organizational, communication, and interpersonal skills. Ability to manage multiple priorities independently while maintaining confidentiality. Proficiency in Microsoft Office and legal case/document management systems; experience with fiduciary accounting or trust software is preferred. Paralegal certificate or degree preferred; Florida Registered Paralegal designation is a plus. Why Join Us Be part of a well-regarded law firm with a collaborative and supportive team. Enjoy a hybrid work schedule that promotes work-life balance. Strong opportunities for career growth and professional development . Work in Naples, FL , a location known for its high quality of life and coastal charm. Benefits Offered Competitive salary and performance-based bonuses Health, dental, and vision insurance 401(k) retirement plan with employer match Paid time off and holidays Continuing education and training support Flexible work arrangements and wellness programs How to Apply Interested candidates should submit their resume today! Equal Opportunity Employer / Veterans / Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to #J-18808-Ljbffr LHH