Onsite Florida Trusts & Estates Paralegal - Probate & Tax

Thomas Talent Network, LLC; Naples (FL); On-site; USD 70,000 - 85,000; Full time

Job summary

Thomas Talent Network, LLC is seeking an experienced Paralegal to join its estate and trust administration team in Naples, Florida. This full-time onsite role supports high-net-worth estate matters with a focus on Florida probate, trust settlement and related federal tax filings.

The Paralegal will manage estate and trust administration from asset collection through final distributions, draft probate pleadings and fiduciary documents for review and e-filing, assist with Form 706, 709 and 1041,

Qualifications

• Minimum 5 years of Florida estate and trust administration experience.
• Strong probate and trust knowledge.
• Experience with Florida e-filing systems and probate software.

Responsibilities

• Manage estate and trust administration from asset collection to final distributions.
• Prepare inventories, schedules and accountings using data from multiple sources.
• Draft probate pleadings and fiduciary documents for review and e-filing.

Skills

Estate administration

Deadline management

Drafting documents

Client communication

Attention to detail

Education

Paralegal certificate

Four-year degree preferred

Tools

Florida e-filing systems

Probate software

Microsoft Office

Job description

Thomas Talent Network, LLC is seeking an experienced Paralegal to join its estate and trust administration team in Naples, Florida. This full-time onsite role supports high-net-worth estate matters with a focus on Florida probate, trust settlement and related federal tax filings.

The Paralegal will manage estate and trust administration from asset collection through final distributions, draft probate pleadings and fiduciary documents for review and e-filing, assist with Form 706, 709 and 1041,