Hybrid Trusts & Estates Paralegal — Growth & Impact

Zerega Consulting; Naples (FL); Hybrid; USD 99,000 - 121,000; Full time

Benefits offered by this job

Dental and vision

Employer-paid life insurance

401(k) match

Catered lunches

Supportive culture

Long-term growth

Hybrid schedule

Job summary

Zerega Consulting is seeking an experienced Trusts and Estates Paralegal in Naples, FL, to support a busy partner in a collaborative, expanding firm. Hybrid role with one WFH day weekly and strong growth prospects.

Responsibilities include estate planning, trust administration, probate, and tax forms, with emphasis on accuracy, client service, and timely deadlines. Experience in a law firm setting is preferred.

Qualifications

• Significant experience in trusts and estates practices (paralegal).
• Strong knowledge of trusts, estates procedures, and filing requirements.
• Experience preparing tax forms used in estate, gift, trust, and probate matters.
• Familiarity with IRS forms and supporting schedules is required.
• Strong drafting, proofreading, and document-management skills.
• Excellent organizational skills with multiple deadlines.

Responsibilities

• Support the partner with sophisticated estate planning, trust administration, and probate matters.
• Prepare and maintain trust and estate files from inception through completion.
• Draft and file probate pleadings, petitions, notices, inventories, accountings, and related documents.
• Assist with estate and trust administration, including gathering and organizing asset information.
• Prepare estate planning documents and related correspondence.
• Prepare and assist with applicable federal estate, gift, and fiduciary income tax forms and supporting documentation.
• Coordinate with clients, beneficiaries, accountants, financial institutions, courts, and other third parties.
• Monitor filing requirements, tax deadlines, court deadlines, and administration calendars.
• Prepare deeds and other documents related to the transfer of assets.
• Maintain organized electronic files and accurately track billable time.
• Provide thoughtful and professional client service throughout sensitive estate and trust matters.

Skills

Trusts & Estates

Estate planning

Probate

Document management

Drafting & proofreading

Time management

Client service

Job description

Zerega Consulting is seeking an experienced Trusts and Estates Paralegal in Naples, FL, to support a busy partner in a collaborative, expanding firm. Hybrid role with one WFH day weekly and strong growth prospects.

Responsibilities include estate planning, trust administration, probate, and tax forms, with emphasis on accuracy, client service, and timely deadlines. Experience in a law firm setting is preferred.