Naples Trusts & Estates Paralegal (Onsite)

Calqulate Metrics Ltd; Naples (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

Calqulate Metrics Ltd on behalf of a client seeks an experienced Paralegal to join their estate and trust administration team in Naples, FL. This full-time, onsite role supports high-net-worth estate matters, focusing on Florida probate, trust settlement, and related federal transfer tax filings.

You will manage administration from asset collection to distributions, prepare inventories, schedules and accountings, draft probate pleadings, and assist with tax returns (Form 706, 709, 1041).

Qualifications

• Florida estate and trust administration experience (at least 5 years).
• Strong probate, trust, and tax process knowledge.
• Experience with Florida e-filing and probate software.
• Paralegal certificate or formal training; 4-year degree preferred.
• Proficiency with Microsoft Office and estate/trust software.
• Excellent writing, organization and client service skills.

Responsibilities

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

Skills

Estate admin

Florida probate

E-filing

MS Office

Legal drafting

Client service

Education

Paralegal certificate

4-year degree preferred

Tools

Probate software

Florida e-filing

Job description

Calqulate Metrics Ltd on behalf of a client seeks an experienced Paralegal to join their estate and trust administration team in Naples, FL. This full-time, onsite role supports high-net-worth estate matters, focusing on Florida probate, trust settlement, and related federal transfer tax filings.

You will manage administration from asset collection to distributions, prepare inventories, schedules and accountings, draft probate pleadings, and assist with tax returns (Form 706, 709, 1041).