Trusts & Estates Paralegal

CareerNerds, LLC; Naples (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

CareerNerds, LLC in Naples is seeking an experienced paralegal to support an estate and trust administration team handling high-net-worth matters focused on Florida probate, trust settlement, and related tax filings. This is a full-time, on-site role assisting attorneys and clients throughout the estate lifecycle.

You will draft petitions and fiduciary documents, prepare tax returns, coordinate deadlines, and maintain precise records using probate software and MS Office.

Qualifications

• 5+ years of Florida estate and trust administration experience.
• 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.

Responsibilities

• 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, 709, 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.

Skills

Attention to detail

Client communication

Writing skills

Organization

Legal research

Education

Paralegal certificate or legal training

4-year degree preferred

Tools

Florida probate software

Microsoft Office

Estate/trust software platforms

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