Trusts & Estates Paralegal

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

Job summary

Confidential, Naples, FL, is seeking an experienced Trusts & Estates Paralegal to support an estate and trust administration team. You will manage administration from asset collection to final distributions and assist in tax filings for Florida probate and related federal transfer taxes.

The ideal candidate has at least 5 years of Florida estate/trust experience, a paralegal certificate or formal training, and strong writing and client service skills.

Qualifications

• 5+ years of experience in Florida estate and trust administration.
• Experience with probate, trust, and tax processes, including federal transfer taxes.
• Familiarity with Florida e-filing systems.
• 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, 709, 1041).
• Coordinate deadlines, monitor case schedules, and support attorneys.
• 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.

Skills

Estate/trust administration

Florida probate knowledge

Tax filing basics

Client communication

Attention to detail

Education

Paralegal certificate

4-year degree preferred

Tools

Florida e-filing systems

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.