Estate & Trust Paralegal — Naples (Onsite, High‑Net‑Worth)

Accounting Search; Naples (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Accounting Search is seeking an experienced Paralegal to join an estate and trust administration team in Naples, FL. This full-time, on-site role focuses on probate, trust settlement, and related federal transfer tax filings.

You will manage administrations from asset collection to final distributions, draft probate pleadings, and assist with Form 706/709/1041 tax returns, while coordinating deadlines and maintaining client communications.

Qualifications

• 5+ years of Florida estate and trust administration experience.
• Strong understanding of probate, trust, and tax processes.
• Experience with Florida e-filing systems and probate software.
• Paralegal certificate or formal training; bachelor’s degree preferred.

Responsibilities

• Manage estate and trust administration from asset collection to final distributions.
• Prepare inventories, schedules, and accountings from multiple data sources.
• Draft probate pleadings and fiduciary documents for review and e-filing.
• Assist with estate, gift, and fiduciary tax returns (Forms 706, 709, 1041).
• Coordinate deadlines and case schedules, supporting attorneys proactively.
• Maintain clear client communication and liaison between attorneys and 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

Estate administration

Probate knowledge

Client service

Strong writing

Education

Paralegal certificate or formal legal training

4-year degree preferred

Tools

Florida e-filing system

Probate software

Microsoft Office

Job description

Accounting Search is seeking an experienced Paralegal to join an estate and trust administration team in Naples, FL. This full-time, on-site role focuses on probate, trust settlement, and related federal transfer tax filings.

You will manage administrations from asset collection to final distributions, draft probate pleadings, and assist with Form 706/709/1041 tax returns, while coordinating deadlines and maintaining client communications.