Trusts & Estates Paralegal

The Recruiting Hive; Naples (FL); Presencial; USD 50.000 - 70.000; Jornada completa

Descripción de la vacante

The Recruiting Hive on behalf of a client seeks an experienced Paralegal to join an estate and trust administration team in Naples, FL. This full-time, onsite role supports high-net-worth estate matters with a focus on Florida probate, trust settlement, and related federal transfer tax filings.

You will manage estate and trust administration, draft probate pleadings, prepare fiduciary returns, and coordinate deadlines, working closely with attorneys and families to ensure compliant filings.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Estate & trust

Probate knowledge

Client service

Attention to detail

Writing skills

Educación

Paralegal certificate

4-year degree preferred

Herramientas

e-filing systems

Probate software

Microsoft Office

Descripción del empleo

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