Trusts & Estates Paralegal

Sora Resource Group; Naples (FL); In loco; USD 60.000 - 80.000; Tempo pieno

Descrizione del lavoro

Sora Resource Group is recruiting an experienced Paralegal to join our estate and trust administration team in Naples, FL. This full-time, onsite role focuses on Florida probate, trust settlement, and related federal transfer tax filings.

You will manage administration from asset collection to distributions, prepare inventories and accountings, and assist with tax returns and e-filing. Strong drafting and client service skills are essential.

Competenze

• Experience in Florida estate and trust administration required.
• Probate, trust, and tax processes knowledge including federal transfer taxes.
• Florida e-filing systems and probate software proficiency required.

Mansioni

• 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, 709, 1041).
• Coordinate deadlines, monitor case schedules, and support attorneys.

Conoscenze

Estate & trust administration

Florida probate

Legal drafting

Client service

Attention to detail

Formazione

Paralegal certificate or formal legal training

4-year degree preferred

Strumenti

Florida e-filing systems

probate software

estate/trust software

Microsoft Office

Descrizione del lavoro

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