Trusts & Estates Paralegal
Location: Naples, FL
Job Type: Direct Hire | Full-Time | Onsite
Compensation: $70,000 – $95,000 per year
Remote: No
The Role
Our client, a well-established law firm in Naples, FL, is seeking an experienced Trusts &
Estates Paralegal to support their estate and trust administration practice. This is a fully
onsite role working on high-net-worth estate matters, Florida probate, trust settlement, and
related federal transfer tax filings.
What You’ll Do
 Manage estate and trust administration from asset collection through final distribution
 Prepare inventories, schedules, and accountings using information from multiple
sources
 Draft probate pleadings and fiduciary documents for attorney review and Florida e-
filing
 Assist with preparation of Forms 706, 709, and 1041
 Track deadlines and proactively manage case schedules
 Serve as a liaison between attorneys, clients, and beneficiary families
 Use legal and tax software platforms to organize and streamline filings
 Proofread and edit all work for accuracy and compliance
Must-Haves (Required to Submit)
 5+ years Florida estate and trust administration experience
 Hands-on experience with Forms 706, 709, and 1041
 Knowledge of Florida probate procedures and e-filing systems
 Formal paralegal training (certificate, associate’s degree, or equivalent)
 Proficiency in Microsoft Office
 Salary requirements provided
 Authorized to work in the United States
 No sponsorship required now or in the future