Trusts & Estates Paralegal

WiseLex BPO; Naples (FL); On-site; USD 70,000 - 85,000; Full time

Job summary

WiseLex BPO seeks an experienced paralegal to support high-net-worth estate matters in Florida. The role focuses on probate, trust settlement, estate administration, and tax filings, assisting attorneys and families with meticulous document prep and client service.

The candidate will manage administration from asset collection to distributions, draft pleadings, and coordinate deadlines while communicating with clients and legal teams. On-site, full-time position in Naples, FL.

Qualifications

• Minimum 5 years in Florida estate and trust administration.
• Strong knowledge of Florida probate, trusts, and federal transfer taxes.
• Experience with Florida e-filing systems and probate software.
• Paralegal certificate or formal legal training.
• Proficiency in Microsoft Office and related estate/trust software.
• Excellent writing, organization, and client service.

Responsibilities

• Manage estate and trust administration from asset collection to distributions.
• Prepare inventories, schedules, and accounts from multiple sources.
• Draft probate pleadings and fiduciary documents for review and filing.
• Assist with estate, gift, and fiduciary income tax filings (Forms 706, 709, 1041).
• Track deadlines and coordinate schedules supporting attorneys.
• Communicate with clients and act as liaison with legal teams.
• Use legal and tax software; edit for accuracy and compliance.

Skills

Estate & trust administration

Florida probate knowledge

Client service

Attention to detail

Communication with clients

Education

Paralegal certificate

Four-year degree

Tools

Florida e-filing systems

Probate software

Microsoft Office

Job description

Job Type: Full-Time | Experience: 5+ Years | Work Model: On-Site

Position Overview: Our client is seeking an experienced paralegal to support high-net-worth estate matters. The role focuses on Florida probate, trust settlement, estate administration, and federal transfer tax filings. The paralegal will support attorneys and families through sensitive and complex matters with careful document preparation and exceptional client service.

Key Responsibilities

• Manage estate and trust administration from asset collection through final distributions.
• Prepare inventories, schedules, and accountings using information from multiple sources.
• Draft probate pleadings and fiduciary documents for attorney review and electronic filing.
• Assist with estate, gift, and fiduciary income tax filings (Forms 706, 709, and 1041).
• Track deadlines, coordinate schedules, and proactively support attorneys.
• Communicate with clients and families and serve as liaison with legal teams.
• Use legal and tax software; edit and proofread for accuracy and compliance.

Qualifications

• At least 5 years of Florida estate and trust administration experience.
• Strong understanding of Florida probate, trusts, estate administration, and federal transfer taxes.
• Experience with Florida e-filing systems and probate software.
• Paralegal certificate or formal legal training.
• Proficiency in Microsoft Office and familiarity with estate and trust software.
• Excellent writing, organization, attention to detail, and client service skills.

Preferred

• Four-year degree.

Compensation & Benefits

• Annual salary: $70,000–$85,000.