Trust & Estates Paralegal

LHH; Naples (FL); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary and performance-based bonuses

Health, dental, and vision insurance

401(k) retirement plan with employer match

Job summary

A respected law firm in Naples, FL, is looking for a detail-oriented Trusts & Estates Paralegal to provide comprehensive legal support. This role involves drafting and managing legal documents, assisting with probate and estate matters, and ensuring compliance with Florida law. The ideal candidate will have 2–3 years of relevant experience, excellent organizational skills, and proficiency in Microsoft Office and legal software. Join a collaborative team with strong opportunities for career growth and enjoy a hybrid work schedule for better work-life balance.

Qualifications

• Minimum of 2–3 years of paralegal experience in trusts & estates, probate, or tax-related legal work.
• Solid understanding of estate planning, trust administration, and probate procedures.
• Exceptional organizational, communication, and interpersonal skills.

Responsibilities

• Provide comprehensive support to attorneys throughout all phases of estate planning, probate, and trust administration.
• Draft and manage legal documents including wills, trusts, powers of attorney, and healthcare directives.
• Support tax-related matters including federal and state estate/gift tax returns and valuations.

Skills

Organizational skills

Communication skills

Interpersonal skills

Proficiency in Microsoft Office

Education

Paralegal certificate or degree

Florida Registered Paralegal designation

Tools

Legal case/document management systems

Fiduciary accounting or trust software

Job description

1 day ago Be among the first 25 applicants

This range is provided by LHH. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

LHH is seeking a detail-oriented and experienced Trusts & Estates Paralegal to join a respected law firm’s Private Client team in Naples, FL. This role offers a dynamic blend of legal support, client interaction, and administrative coordination in estate planning, probate, and trust administration.

Responsibilities

• Provide comprehensive support to attorneys throughout all phases of estate planning, probate, and trust administration.
• Draft and manage legal documents including wills, trusts, powers of attorney, healthcare directives, and estate/trust accountings.
• Assist with probate filings, trust funding, asset tracking, beneficiary communications, and distributions.
• Support tax-related matters including federal and state estate/gift tax returns, fiduciary income tax filings, and valuations.
• Maintain organized case files, monitor deadlines, and liaise with clients, courts, financial institutions, and external professionals.
• Conduct legal research in estate, trust, and tax law; assist attorneys with client correspondence and meeting preparation.
• Utilize legal software and document management systems to ensure compliance with Florida law and fiduciary standards.

Qualifications

• Minimum of 2–3 years of paralegal experience in trusts & estates, probate, or tax-related legal work.
• Solid understanding of estate planning, trust administration, and probate procedures (Florida-specific experience preferred).
• Familiarity with federal tax forms including 706, 709, and 1041 is a plus.
• Exceptional organizational, communication, and interpersonal skills.
• Ability to manage multiple priorities independently while maintaining confidentiality.
• Proficiency in Microsoft Office and legal case/document management systems; experience with fiduciary accounting or trust software is preferred.
• Paralegal certificate or degree preferred; Florida Registered Paralegal designation is a plus.

Why Join Us

• Be part of a well-regarded law firm with a collaborative and supportive team.
• Enjoy a hybrid work schedule that promotes work-life balance.
• Strong opportunities for career growth and professional development.
• Work in Naples, FL, a location known for its high quality of life and coastal charm.

Benefits Offered

• Competitive salary and performance-based bonuses
• Health, dental, and vision insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Continuing education and training support
• Flexible work arrangements and wellness programs

How to Apply

Interested candidates should submit their resume today!

Equal Opportunity Employer / Veterans / Disabled

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