Estate & Trust Paralegal — Naples (Onsite)

Markent Personnel; Naples (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Markent Personnel represents a client seeking an experienced Paralegal to join their estate and trust administration team in Naples, Florida. This full-time, onsite role focuses on probate, trust settlement, and related federal transfer tax filings, supporting high-net-worth estates.

The ideal candidate has at least 5 years of Florida estate/trust experience, strong drafting and tax paperwork skills, and proficiency with Florida e-filing systems and probate software.

Qualifications

• Minimum 5 years of Florida estate and trust administration experience.
• Knowledge of probate, trust, and federal transfer taxes.
• Experience with Florida e-filing systems and probate software.
• Paralegal certificate or formal legal training; 4-year degree preferred.
• Proficiency in Microsoft Office and estate/trust software.
• Strong writing, organization, and client service skills.

Responsibilities

• Manage estate and trust administration from asset collection to distributions.
• Prepare inventories, schedules, and accountings from multiple sources.
• Draft probate pleadings and fiduciary documents for review and e-filing.
• Assist in preparing estate, gift, and fiduciary income tax returns (Forms 706, 709, 1041).
• Coordinate deadlines and monitor case schedules for attorneys.
• Maintain clear client communication and liaise with families.
• Use legal and tax software to streamline filings and documentation.
• Edit and proofread all work for accuracy and compliance with Florida and federal law.

Skills

Writing skills

Organization

Client service

Attention to detail

Education

Paralegal certificate

Bachelors degree preferred

Tools

Florida e-filing systems

Estate/trust software

Microsoft Office

Job description

Markent Personnel represents a client seeking an experienced Paralegal to join their estate and trust administration team in Naples, Florida. This full-time, onsite role focuses on probate, trust settlement, and related federal transfer tax filings, supporting high-net-worth estates.

The ideal candidate has at least 5 years of Florida estate/trust experience, strong drafting and tax paperwork skills, and proficiency with Florida e-filing systems and probate software.