Trusts & Estates Paralegal

Ashton North LLC; Naples (FL); Sur place; USD 65 000 - 95 000; Plein temps

Résumé du poste

Ashton North LLC seeks an experienced paralegal to join the estate and trust administration team in Naples. This full-time, onsite role supports high-net-worth estate matters, focusing on Florida probate, trust settlement, and related federal transfer tax filings.

You will manage administration from asset collection to final distributions, prepare inventories and accountings, draft probate pleadings, and assist with tax returns. Strong client-service and software proficiency are essential.

Qualifications

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

Responsabilités

• Manage estate and trust administration from asset collection to final distributions
• Prepare inventories, schedules, and accounts 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

Connaissances

Estate & trust administration

Florida probate law

Tax filings knowledge

Formation

Paralegal certificate or formal legal training; 4-year degree preferred

Outils

Florida e-filing systems

probate software

Microsoft Office

Description du poste

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