Trusts & Estates Paralegal

6 Degrees Search; Naples (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

6 Degrees Search is recruiting for an experienced Paralegal to join a Naples estate and trust administration team. This full-time, onsite role supports high-net-worth estate matters, focusing on Florida probate, trust settlement, and federal transfer tax filings.

You will manage administration from asset collection to distributions, prepare inventories, and draft probate pleadings for e-filing, while coordinating deadlines and liaising with attorneys and families.

Qualifications

• Background in Florida estate and trust administration (at least 5 years).
• Strong understanding of probate, trust, and tax processes.
• Experience with Florida e-filing systems and probate software.
• Paralegal certificate or formal legal training; 4-year degree preferred.

Responsibilities

• Manage estate and trust administration from asset collection to 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 (Forms 706/709/1041).
• Coordinate deadlines, monitor case schedules, support attorneys.
• Maintain clear client communication and liaison between attorneys and families.
• Use legal and tax software to streamline filings and documentation.
• Edit and proofread all work for Florida and federal compliance.

Skills

Estate administration

Trust administration

Florida probate

E-filing systems

Legal drafting

Tax software

Microsoft Office

Client communication

Education

Paralegal certificate

4-year degree preferred

Tools

Florida probate software

Legal drafting software

Job description

We’re recruiting on behalf of a client seeking an experienced Paralegal to join their estate and trust administration team in Naples. This is a full-time, onsite role supporting high-net-worth estate matters, with a focus on Florida probate, trust settlement, and related federal transfer tax filings.

What You’ll Do:

• Manage estate and trust administration from asset collection to final distributions
• Prepare inventories, schedules, and accountings using data 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 proactively
• Maintain clear client communication and act as liaison between attorneys and families
• Use legal and tax software platforms to streamline filings and documentation
• Edit and proofread all work for accuracy and compliance with Florida and federal law

What You Bring:

• Background in Florida estate and trust administration (at least 5 years)
• 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; 4-year degree preferred
• Familiarity with Microsoft Office and estate/trust software platforms
• Exceptional writing, organization, and client service skills