Senior Trusts & Estates Paralegal - On-Site Naples, FL

Cephas Consultancy Services Private Limited; Naples (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Cephas Consultancy Services Private Limited in Naples, Florida, seeks an experienced trusts and estates paralegal to support high-net-worth matters. The role focuses on Florida probate, trust settlement, estate administration, and federal transfer tax filings, assisting attorneys and families with careful document preparation and client service.

Responsibilities include managing estate and trust administration from asset collection to final distributions, drafting pleadings and fiduciary

Qualifications

• Minimum 5 years of Florida probate and trust administration experience.
• Proficient with Florida e-filing systems and probate software.
• Paralegal certificate or formal legal training required.

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 attorney review and filing.
• Assist with estate, gift, and fiduciary income tax filings (Forms 706, 709, 1041).
• Track deadlines, coordinate schedules, and support attorneys.
• Communicate with clients and families and liaise with the legal teams.
• Use legal and tax software; edit and proofread for accuracy and compliance.

Skills

Estate and trust admin

Florida probate law

E-filing systems

Paralegal certificate

Microsoft Office

Education

Paralegal certificate or formal legal training

Tools

Probate software

Microsoft Office

Job description

Cephas Consultancy Services Private Limited in Naples, Florida, seeks an experienced trusts and estates paralegal to support high-net-worth matters. The role focuses on Florida probate, trust settlement, estate administration, and federal transfer tax filings, assisting attorneys and families with careful document preparation and client service.

Responsibilities include managing estate and trust administration from asset collection to final distributions, drafting pleadings and fiduciary