Trusts & Estates Paralegal

Our client is looking for a seasoned professional to become a part of their trust and estate administration team located in Naples. This full-time, in-office position involves managing intricate estate issues for affluent clients, with a focus on the intricacies of Florida probate, trust settlements, and associated federal taxes.

**Your Responsibilities:**

- Oversee the entire process of estate and trust administration, from initial asset gathering to final distributions.
- Compile detailed inventories, schedules, and accountings utilizing information from various data sources.
- Create court pleadings and fiduciary documents with precision for submission and electronic filing.
- Support the preparation of tax returns related to estates, gifts, and fiduciary income (Forms 706, 709, and 1041).
- Efficiently manage deadlines, track case schedules, and assist attorneys in a proactive manner.
- Maintain open and effective communication with clients, acting as a bridge between legal counsel and families.
- Apply legal and tax-specific software to optimize filing and documentation processes.
- Review and perfect all documentation to ensure they meet state and federal legal standards.

**Your Qualifications:**

- At least five years of hands-on experience in the administration of Florida-based estates and trusts.
- Comprehensive knowledge of probate laws, trust management, and tax-related procedures, including federal transfers.
- Previous work with Florida's digital filing platforms and probate-specific software.
- Paralegal certification or equivalent legal education; a four-year degree is advantageous.
- Proficiency in Microsoft Office suite and specialized estate/trust management software.
- Outstanding abilities in writing, organization, and delivering exceptional client service.