Senior Trusts & Estates Paralegal – Florida Probate Expert

WiseLex BPO; Naples (FL); Presencial; USD 70.000 - 85.000; Jornada completa

Descripción de la vacante

WiseLex BPO seeks an experienced paralegal to support high-net-worth estate matters in Florida. The role focuses on probate, trust settlement, estate administration, and tax filings, assisting attorneys and families with meticulous document prep and client service.

The candidate will manage administration from asset collection to distributions, draft pleadings, and coordinate deadlines while communicating with clients and legal teams. On-site, full-time position in Naples, FL.

Formación

• Minimum 5 years in Florida estate and trust administration.
• Strong knowledge of Florida probate, trusts, and federal transfer taxes.
• Experience with Florida e-filing systems and probate software.
• Paralegal certificate or formal legal training.
• Proficiency in Microsoft Office and related estate/trust software.
• Excellent writing, organization, and client service.

Responsabilidades

• 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 and filing.
• Assist with estate, gift, and fiduciary income tax filings (Forms 706, 709, 1041).
• Track deadlines and coordinate schedules supporting attorneys.
• Communicate with clients and act as liaison with legal teams.
• Use legal and tax software; edit for accuracy and compliance.

Conocimientos

Estate & trust administration

Florida probate knowledge

Client service

Attention to detail

Communication with clients

Educación

Paralegal certificate

Four-year degree

Herramientas

Florida e-filing systems

Probate software

Microsoft Office

Descripción del empleo

WiseLex BPO seeks an experienced paralegal to support high-net-worth estate matters in Florida. The role focuses on probate, trust settlement, estate administration, and tax filings, assisting attorneys and families with meticulous document prep and client service.

The candidate will manage administration from asset collection to distributions, draft pleadings, and coordinate deadlines while communicating with clients and legal teams. On-site, full-time position in Naples, FL.