Estate & Trust Paralegal — Private Client Services

Legal Search Solutions, LLC; Naples (FL); On-site; USD 55,000 - 80,000; Full time

Job summary

Legal Search Solutions, LLC in Naples, FL is seeking a Private Client Services/Estate Planning Paralegal with 5+ years of trusts and estates administration experience. The role supports a Private Client team and requires strong attention to detail and knowledge of Florida probate rules.

Responsibilities include preparing tax returns, drafting probate documents, and coordinating with attorneys to meet deadlines. Proficiency in probate software and Florida e-filing systems is preferred.

Qualifications

• Paralegal with 5+ years in Florida estate and trust administration.
• Formal paralegal training from ABA-approved program or equivalent.
• Strong knowledge of Florida probate and tax filing procedures.

Responsibilities

• Assist with estate asset inventories and schedules.
• Prepare fiduciary tax returns and estate/gift tax filings.
• Draft probate and trust documents and ensure accuracy.
• Track deadlines and keep attorneys informed of status.
• Communicate with attorneys and clients as liaison.

Job description

Legal Search Solutions, LLC in Naples, FL is seeking a Private Client Services/Estate Planning Paralegal with 5+ years of trusts and estates administration experience. The role supports a Private Client team and requires strong attention to detail and knowledge of Florida probate rules.

Responsibilities include preparing tax returns, drafting probate documents, and coordinating with attorneys to meet deadlines. Proficiency in probate software and Florida e-filing systems is preferred.