Senior Trusts & Estates Paralegal – Naples (Onsite)

Software Placement Group; Naples (FL); On-site; USD 60,000 - 75,000; Full time

Job summary

Naples-based estates and trusts law practice is seeking an experienced Trusts & Estates Paralegal to join its Naples team. The role focuses on Florida probate, trust settlement, and federal transfer tax filings, ensuring timely, compliant administration for clients and their families.

You will support high-net-worth estate matters, manage administration from asset collection to final distributions, and coordinate deadlines while maintaining client communication in a full-time onsite capacity in

Qualifications

• Minimum 5 years of experience in Florida estate and trust administration.
• Strong understanding of probate, trust, and tax processes, including federal transfer taxes.
• Experience with Florida e-filing systems and probate software.
• Paralegal certificate or formal legal training.

Responsibilities

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

Skills

Estate administration

Attention to detail

Client service

Writing skills

Education

Paralegal certificate

Tools

Florida probate software

Florida e-filing systems

Microsoft Office

Job description

Naples-based estates and trusts law practice is seeking an experienced Trusts & Estates Paralegal to join its Naples team. The role focuses on Florida probate, trust settlement, and federal transfer tax filings, ensuring timely, compliant administration for clients and their families.

You will support high-net-worth estate matters, manage administration from asset collection to final distributions, and coordinate deadlines while maintaining client communication in a full-time onsite capacity in