Trusts & Estates Paralegal

Calqulate Metrics Ltd; Naples (FL); Presencial; USD 60.000 - 80.000; Tempo integral

Resumo da vaga

Calqulate Metrics Ltd on behalf of a client seeks an experienced Paralegal to join their estate and trust administration team in Naples, FL. 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 distributions, prepare inventories, schedules and accountings, draft probate pleadings, and assist with tax returns (Form 706, 709, 1041).

Qualificações

• Florida estate and trust administration experience (at least 5 years).
• Strong probate, trust, and tax process knowledge.
• Experience with Florida e-filing and probate software.
• Paralegal certificate or formal training; 4-year degree preferred.
• Proficiency with Microsoft Office and estate/trust software.
• Excellent writing, organization and client service skills.

Responsabilidades

• Manage estate and trust administration from asset collection to distributions.
• Prepare inventories, schedules and accounts from multiple sources.
• Draft probate pleadings and fiduciary documents for review/e-filing.
• Assist in preparing estate, gift, fiduciary income tax returns (Form 706/709/1041).
• Coordinate deadlines, monitor case schedules, support attorneys.
• Maintain clear client communication; liaise with families and attorneys.
• Use probate/tax software to streamline filings and docs.
• Edit and proofread all work for Florida and federal compliance.

Conhecimentos

Estate admin

Florida probate

E-filing

MS Office

Legal drafting

Client service

Formação

Paralegal certificate

4-year degree preferred

Ferramentas

Probate software

Florida e-filing

Descrição da vaga

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