Trusts & Estates Paralegal

Thomas Talent Network; Naples (FL); On-site; USD 70,000 - 85,000; Full time

Job summary

Thomas Talent Network seeks an experienced Trusts & Estates Paralegal to join our Naples, FL estate and trust administration team. This full-time, on-site role supports high-net-worth matters focused on Florida probate, trust settlement, and related federal transfer tax filings.

Responsibilities include preparing inventories, accountings, probate pleadings, fiduciary documents, and assisting with Form 706, 709, and 1041 returns while coordinating deadlines and client communication.

Qualifications

• Minimum 5 years' Florida estate and trust administration experience.
• Strong probate, trust, and tax process knowledge including federal transfer taxes.
• Experience with Florida e-filing systems and probate software.
• Paralegal certificate or formal legal training; 4-year degree 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, Form 709, 1041).
• Coordinate deadlines and support attorneys, maintaining client communication.

Skills

Estate & Trust Admin

Florida Probate

Florida e-filing

Client service

Writing & proofreading

Education

Paralegal certificate

4-year degree preferred

Tools

Probate software

Microsoft Office

Job description

(confidential) seeks an experienced Trusts & Estates Paralegal to join an estate and trust administration team in Naples, FL.

Full-Time

Onsite (no remote).

Salary: $70,000-$85,000/yr.

Supports 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

Equal opportunity employer.