Estate and Trust Paralegal

Advatix Inc.

Naples (FL)

On-site

USD 70,000 - 93,000

Full time

14 days+
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Job summary

GCG, a leading provider of business transformation solutions, seeks an Estate and Trust Paralegal to manage estate and trust administration from asset collection through final distributions at the Naples, Florida office, onsite only.

This role supports attorneys, drafts probate pleadings and fiduciary documents for review and e-filing, and assists in preparing estate, gift, and fiduciary income tax returns, while coordinating deadlines and maintaining clear client communication with families.

Qualifications

  • Experience in estate and trust administration.
  • Strong attention to detail and organizational skills.

Responsibilities

  • Manage estate and trust administration from asset collection to final distributions
  • Prepare inventories, schedules, and accounts at 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
  • Maintain clear client communication and liaison between attorneys and families

Job description

ESTATE AND TRUST PARALEGAL

Location: Naples, Florida (Onsite — NO REMOTE — NO HYBRID)

Compensation: $70,000 - $93,000 per year

About the Role: Our Client 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

GCG is one of world’s leading providers of business transformation solutions related to supply chain and technology solutions for order fulfillment and marketing execution. We are committed to an inclusive workplace that does not discriminate against race,nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, orgender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOCEmployer.

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