Administrative Skills, Customer Relations, Customer Support/Service, Develop and Maintain Customers, Documentation, Estate Management, Federal Laws and Regulations, Legal, Maintain Compliance, Microsoft Office, Organizational Skills, Paralegal, Tax Software, Time Management, Writing Skills
We're seeking an experienced Paralegal to join an estate and trust administration team in Naples. This full-time, onsite role supports high-net-worth estate matters, focusing on Florida probate, trust settlement, and federal transfer tax filings.
Responsibilities include:
- Managing estate and trust administration from asset collection to final distributions
- Preparing inventories, schedules, and accountings from multiple sources
- Drafting probate pleadings and fiduciary documents for review and e-filing
- Assisting with estate, gift, and fiduciary income tax returns (Form 706, 709, 1041)
- Monitoring deadlines and case schedules, supporting attorneys
- Maintaining client communication and liaising with families
- Using legal and tax software for filings and documentation
- Ensuring accuracy and compliance with Florida and federal law
Qualifications include:- At least 5 years of Florida estate and trust administration experience
- Knowledge of probate, trust, and federal transfer taxes
- Experience with Florida e-filing systems and probate software
- Paralegal certification or formal legal training; degree preferred
- Proficiency in Microsoft Office and estate/trust software
- Strong organizational, writing, and client service skills
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Crescent City Recruitment Group