Trusts & Estates Paralegal

Joseph Michaels International; Naples (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Joseph Michaels International is seeking an experienced Paralegal to support an estate and trust administration team in Naples, FL. The role focuses on probate, trust settlement, and related federal transfer tax filings, with on-site requirements.

Responsibilities include managing administration from asset collection to distributions, drafting pleadings, preparing tax documents, and coordinating deadlines while maintaining strong client communication.

Qualifications

• Minimum 5 years in Florida estate and trust administration.
• Strong probate, trust, and federal transfer tax knowledge.
• Experience with Florida e-filing and probate software.
• Paralegal certificate or formal legal training; 4-year degree preferred.
• Strong writing, organization, and client service skills.

Responsibilities

• Manage estate and trust administration from asset collection to distributions.
• Prepare inventories, schedules, and accountings from multiple sources.
• Draft probate pleadings and fiduciary documents for review and e-filing.
• Coordinate deadlines and support attorneys; monitor case schedules.
• Maintain client communication and act as liaison between attorneys and families.
• Use legal and tax software to streamline filings and documentation.
• Edit and proofread all work for accuracy and compliance.

Skills

Estate and trust administration

Legal writing

Client service

Attention to detail

Education

Paralegal certificate

Bachelor’s degree preferred

Tools

Florida e-filing systems

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