Paralegal - Trust and Estates Administration

GrayRobinson, P.A.; Naples (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking an experienced Paralegal specializing in Trusts and Estates Administration for their Naples office. This full-time role demands a proactive individual with over 5 years of experience in estate and trust settlement, particularly for high-net-worth clients. Responsibilities include managing deadlines, drafting legal documents, and handling client correspondence. The ideal candidate will possess strong communication skills, attention to detail, and proficiency in Microsoft Office, along with experience in estate tax software. Join a professional work environment that offers competitive compensation and comprehensive benefits.

Benefits

Comprehensive Benefits

Professional Work Environment

Competitive Compensation

Qualifications

• 5+ years of experience in estate and trust settlement and administration.
• Proficient in managing deadlines and drafting legal documents.

Responsibilities

• Manage deadlines and collect asset information for high-net-worth clients.
• Draft pleadings and handle client correspondence related to estate matters.

Skills

Estate and Trust Administration

Probate Experience

Client Correspondence

Drafting Legal Documents

Attention to Detail

Communication Skills

Education

Florida Registered Paralegal

Eligibility for Registration

Tools

Microsoft Office

GEMS

ProSystems

Job description

Paralegal - Trust and Estates Administration

Join to apply for the Paralegal - Trust and Estates Administration role at GrayRobinson, P.A.

GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an immediate opening in our Naples office for a full-time experienced Trusts and Estates Administration Paralegal. The preferred candidate will be a Florida Registered Paralegal or demonstrate eligibility for registration.

The position requires 5+ years of estate and trust settlement and administration experience, particularly handling probate and trust administrations for high-net-worth clients. Responsibilities include managing deadlines, collecting asset information, handling client and third-party correspondence, and drafting related pleadings and documents. Experience with Florida estate administrations and preparing estate, gift, and fiduciary income tax returns is preferred. Candidates with experience in federal estate tax returns for estates and irrevocable trusts in other jurisdictions are encouraged to apply.

The ideal candidate will be proactive, capable of managing multiple matters and time-sensitive projects, and able to plan for deadlines and potential issues. Prior experience assisting with wills, trusts (revocable and irrevocable), and estate planning documents for high-net-worth clients is preferred. Attention to detail, strong communication skills, and the ability to work independently and in a team are essential. Proficiency in Microsoft Office, and experience with GEMS, ProSystems, or similar estate tax and fiduciary accounting software, is desired.

We offer a professional work environment, competitive compensation, and comprehensive benefits. GrayRobinson is an Equal Opportunity Employer.