Trusts & Estates Paralegal
Client: Confidential Law Firm
Location: Naples, FL
Job Type: Direct Hire | Full-Time | Onsite
Compensation: $70,000 – $95,000 per year
Remote: No
The Role
Our client, a well-established law firm in Naples, FL, is seeking an experienced Trusts & Estates Paralegal to support their estate and trust administration practice. This is a fully onsite role working on high-net-worth estate matters, Florida probate, trust settlement, and related federal transfer tax filings.
What You’ll Do
- Manage estate and trust administration from asset collection through final distribution
- Prepare inventories, schedules, and accountings using information from multiple sources
- Draft probate pleadings and fiduciary documents for attorney review and Florida e-filing
- Assist with preparation of Forms 706, 709, and 1041
- Track deadlines and proactively manage case schedules
- Serve as a liaison between attorneys, clients, and beneficiary families
- Use legal and tax software platforms to organize and streamline filings
- Proofread and edit all work for accuracy and compliance
Must-Haves
- 5+ years Florida estate and trust administration experience
- Hands-on experience with Forms 706, 709, and 1041
- Knowledge of Florida probate procedures and e-filing systems
- Formal paralegal training (certificate, associate’s degree, or equivalent)
- Proficiency in Microsoft Office
- Salary requirements provided
- Authorized to work in the United States
