Paralegal - Trust & Estate Administration

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

Amlaw ranked large National Law Firm is seeking a Private Client Services/Estate Planning Paralegal in the Naples, Florida Office.

We are seeking a Paralegal with 5+years’ trusts and estates administration and related Federal transfer tax experience to support our Private Client team in the Naples office. All employees operate under a “Client First” philosophy—in all things, we seek to provide exceptional services to our clients.

Duties & Responsibilities:

• Assists in the collection, distribution, reporting and transfer of estate assets and prepares inventories and asset schedules from multiple sources of information for estate and trust administrations.
• Prepares, with attorney or accountant supervision, state and federal fiduciary income tax returns and state and federal estate and gift tax returns.
• Drafts and e-files various probate pleadings, trust administration and accounting documents, using excellent written communications English and ensuring that all work product and documents are error-free and client- or filing-ready.
• Effectively prioritizes work and proactively monitors filing deadlines and case schedules for the group, ensuring that attorneys are aware of upcoming deadlines.
• Communicates with attorneys and other team members about the status of estates and other assignments; keeps attorneys informed of the pendency of matters as well as of the status of assigned matters.
• Edits and proofreads documents for accuracy and compliance with applicable federal and state law, regulations, and local rules.
• Proactively supports attorneys and acts as the liaison between attorney and client throughout the corresponding case.
• Utilizes specialized estate and trust administration and tax preparation/reporting software.
• Enters, reviews, and corrects time charges timely.

Requirements:

• Formal paralegal training from an accredited college or ABA-approved program, preferably a four-year degree program, or equivalent experience.
• 5+ years’ paralegal experience in Florida estate and trust settlement and administration.
• Knowledge of relevant Florida law, including estate and trust administration rules and procedures and experience with probate matters software and Florida e-portal/e-filing systems.
• Preferably has a Working knowledge and experience preparing federal estate, gift, and fiduciary income tax returns.
• Strong working knowledge in the application of Microsoft Office programs.
• Displays strong attention to detail as well as critical thinking.
• Ability to proactively manage multiple projects and administration matters simultaneously.
• Strong analytical and organizational skills.
• Sound judgment, including the ability to identify and elevate issues.
• Excellent oral and written communication skills.
• Ability to prioritize, multi-task and meet deadlines.
• Ability to adapt to workplace stressors and competing priorities. Must maintain confidentiality of client information.

REF 16517