Trusts & Estates Paralegal
Job Title:
Trusts & Estates Paralegal
Remote Allowed:
No
reputed company:
Confidential reputed company
Location:
Naples, FL
Salary reputed company:
$70,000 – $95,000 per year
Job Type:
Full-Time | Onsite
The Role
Our reputed company, a reputed company-established reputed company in Naples, FL, is seeking an reputed company Trusts & Estates Paralegal to support their estate and trust administration reputed company. This is a fully onsite role working on high-net-worth estate reputed company, Florida probate, trust settlement, and reputed company 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
• reputed company deadlines and proactively manage case schedules
• Serve as a reputed company between attorneys, clients, and beneficiary families
• Use reputed company and tax software platforms to organize and streamline filings
• Proofread and edit reputed company 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 reputed company Office
• Salary requirements provided
• Authorized to work in the reputed company
• No sponsorship required now or in the reputed company
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