Trusts & Estates Paralegal

H.T. Prof Executive Search; Naples (FL); Hybrid; USD 55,000 - 85,000; Full time

Job summary

H.T. Prof Executive Search is recruiting on behalf of a client for an experienced Paralegal to join the estate and trust administration team in Naples, FL.

This full-time, onsite role supports high-net-worth estate matters, focusing on Florida probate, trust settlement, and related federal transfer tax filings. Responsibilities include managing administration from assets to final distributions, drafting probate pleadings, coordinating deadlines, and ensuring accurate filings using Florida

Qualifications

• Minimum 5 years in Florida estate and trust administration.
• Strong understanding of probate, trust, and tax processes.
• 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 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.

Skills

Estate & Trust Administration

Florida Probate Knowledge

Client service skills

Education

Paralegal certificate or formal legal training

4-year degree preferred

Tools

Florida e-filing systems

Probate software

Microsoft Office

Job description

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