Trusts & Estates Paralegal

Accounting Search; Naples (FL); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

Accounting Search is seeking an experienced Paralegal to join an estate and trust administration team in Naples, FL. This full-time, on-site role focuses on probate, trust settlement, and related federal transfer tax filings.

You will manage administrations from asset collection to final distributions, draft probate pleadings, and assist with Form 706/709/1041 tax returns, while coordinating deadlines and maintaining client communications.

Qualifications

• 5+ years of Florida estate and trust administration experience.
• Strong understanding of probate, trust, and tax processes.
• Experience with Florida e-filing systems and probate software.
• Paralegal certificate or formal training; bachelor’s degree preferred.

Responsabilités

• Manage estate and trust administration from asset collection to final distributions.
• Prepare inventories, schedules, and accountings from multiple data sources.
• Draft probate pleadings and fiduciary documents for review and e-filing.
• Assist with estate, gift, and fiduciary tax returns (Forms 706, 709, 1041).
• Coordinate deadlines and case schedules, supporting attorneys proactively.
• Maintain clear client communication and liaison between attorneys and families.
• Use legal and tax software to streamline filings and documentation.
• Edit and proofread all work for accuracy and compliance with Florida and federal law.

Connaissances

Estate administration

Probate knowledge

Client service

Strong writing

Formation

Paralegal certificate or formal legal training

4-year degree preferred

Outils

Florida e-filing system

Probate software

Microsoft Office

Description du poste

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