Trusts & Estates Paralegal

Sun Recruiting, Inc.; Naples (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

Sun Recruiting, Inc. is seeking an experienced Paralegal to join the estate and trust administration team in Naples, Florida.

This full-time, onsite role supports high-net-worth estate matters, with emphasis on probate, trust settlement, and federal transfer tax filings. You will manage estate and trust administration through asset collection to final distributions, draft probate pleadings and fiduciary documents, and assist with Form 706, 709, and 1041 tax returns.

Qualifications

• Experience in Florida estate and trust administration, including probate matters.
• Knowledge of probate, trust, and federal transfer tax processes.
• Familiarity with Florida e-filing systems and probate software.
• Paralegal certificate or formal legal training; a four-year degree is 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 (Form 706, 709, 1041).
• Coordinate deadlines, monitor case schedules, and support attorneys proactively.
• Maintain clear client communication and 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.

Skills

Estate/trust administration

Florida probate knowledge

E-filing proficiency

Legal writing

Client service

Education

Paralegal certificate or formal legal training

4-year degree preferred

Tools

Probate software

Microsoft Office

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