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Location: Naples, FL | Schedule: Full-time, on-site

Overview

An established estate and trust law practice is seeking an experienced Trusts & Estates Paralegal to join its administration team in Naples. This role supports high-net-worth estate matters with a focus on Florida probate, trust settlement, and related federal transfer tax filings, playing a key part in ensuring accurate, timely administration for clients and families.

What you'll do

• Manage estate and trust administration from asset collection through 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 proactively support attorneys
• Maintain clear client communication and serve 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

Required qualifications

• At least 5 years of experience in Florida estate and trust administration
• 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
• Familiarity with Microsoft Office and estate/trust software platforms
• Exceptional writing, organization, and client service skills

Preferred qualifications

• 4-year degree preferred

Why this role

This is an opportunity to work on high-net-worth estate matters within a focused Florida estate and trust practice, applying deep probate and tax expertise in a collaborative, client-facing role.