Trusts & Estates Paralegal

MDS Staffing; Naples (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

Naples, Florida-based paralegal position focusing on estate and trust administration within probate, trust settlement, and federal transfer tax filings. The role requires thorough knowledge of Florida probate rules and e-filing systems, with strong writing and client service skills.

The successful candidate will manage all aspects of estate matters, coordinate with attorneys, and ensure filings meet Florida and federal requirements. On-site, full-time role in a high-net-worth practice.

Qualifications

• Experience in Florida probate, trust administration, and federal transfer taxes is required.
• Florida e-filing systems and probate software proficiency is essential.
• Paralegal certificate or formal legal training is expected; a 4-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 tax returns (Form 706, 709, 1041).
• Coordinate deadlines and case schedules, supporting attorneys as needed.
• Maintain clear client communication and liaise between attorneys and families.
• Use legal and tax software to streamline filings and documentation.
• Edit and proofread all work for accuracy and compliance with Florida and federal law.

Skills

Writing

Organization

Client service

Education

Paralegal certificate or formal legal training

4-year degree preferred

Tools

Florida e-filing systems

Probate software

Microsoft Office

Estate/trust 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