Trusts & Estates Paralegal
h t prof groupNaples (FL)
About the role
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
What You Bring: 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
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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