Trusts & Estates Paralegal

H. T. PROF Group; Naples, Northern (FL, KY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

H. T. PROF Group seeks 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 including probate, trust settlement, and related federal transfer tax filings.

Responsibilities include managing administration from asset collection to distributions, drafting probate and fiduciary documents, and preparing tax returns (Form 706, 709, 1041). Strong Florida e-filing and software experience required.

Qualifications

• Minimum 5 years in Florida estate and trust administration.
• Strong probate, trust and federal transfer tax knowledge.
• Experience with Florida e-filing and probate software.
• Paralegal certification or formal legal training; 4-year degree preferred.
• Excellent writing, organization, and client service skills.

Responsibilities

• Manage estate and trust administration from asset collection to 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, Form 709, Form 1041).
• Coordinate deadlines and monitor case schedules; support attorneys proactively.
• Maintain clear client communication and liaise 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 administration

Client service

Attention to detail

Writing skills

Education

Paralegal certificate

Bachelor's degree

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