ESTATE AND TRUST PARALEGAL
Arohana Tech Solutions Private Limited
Law firm 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
Required Qualifications:
- Minimum 5 years of background in Florida estate and trust administration required
- 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
- Exceptional writing, organization, and client service skills
Vacancy posted 1 day ago
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