Paralegal – Estate and Trust Administration

Paralegal – Estate and Trust Administration

Location: Naples, FL
Full-Time | Onsite
Salary: $70,000 - $95,000

Role Overview

A law firm in Naples, FL is seeking an experienced Paralegal to support its estate and trust administration practice. This role focuses on high-net-worth estate administration, Florida probate matters, trust settlements, and federal transfer tax filings within a fast-paced legal environment.

Key Responsibilities

• Manage estate and trust administration matters from asset collection through final distribution
• Prepare inventories, schedules, and accountings using financial and legal documentation
• Draft probate pleadings and fiduciary documents for attorney review and Florida e-filing
• Assist with preparation of IRS Forms 706, 709, and 1041
• Track deadlines and manage probate and trust administration schedules
• Serve as a liaison between attorneys, clients, beneficiaries, and financial institutions
• Utilize legal and tax software systems to organize case materials and filings
• Proofread and review documents for accuracy, compliance, and completeness

Requirements

• Minimum 5 years of Florida estate and trust administration experience
• Hands-on experience preparing or assisting with Forms 706, 709, and 1041
• Knowledge of Florida probate procedures and e-filing systems
• Formal paralegal training, certificate, associate's degree, or equivalent experience
• Proficiency with Microsoft Office applications
• Strong organizational, communication, and proofreading skills
• Authorized to work in the United States without sponsorship

Nice-to-Haves

• Experience working with high-net-worth estate matters
• Experience with legal case management or tax preparation software
• Background within probate, tax, or estate planning law firms
• Strong client service and relationship management skills

Compensation & Benefits

• $70,000 - $95,000 annual salary
• Full-time direct hire opportunity
• Professional legal office environment
• Long-term career growth potential

Work Arrangement

• Full-time onsite role
• Naples, Florida
• No remote work available