Our client, a highly respected and growing law firm in Naples, is seeking an experienced Trusts and Estates Paralegal to join its team. The firm recently completed a merger and is entering an exciting period of growth. This is an excellent opportunity for a knowledgeable paralegal seeking a stable, long-term position supporting a kind, dynamic partner in a collaborative and welcoming environment.
Compensation and Benefits:
Salary up to $110K depending on experience
Hybrid schedule with one work-from-home day per week
Dental and vision coverage
Employer-paid life insurance
4% 401(k) match
Catered lunches in the office
Supportive and team-oriented culture
Long-term professional growth with an expanding firm
Responsibilities:
Support the partner with sophisticated estate planning, trust administration, and probate matters
Prepare and maintain trust and estate files from inception through completion
Draft and file probate pleadings, petitions, notices, inventories, accountings, and related documents
Assist with estate and trust administration, including gathering and organizing asset information
Prepare estate planning documents and related correspondence
Prepare and assist with applicable federal estate, gift, and fiduciary income tax forms and supporting documentation
Coordinate with clients, beneficiaries, accountants, financial institutions, courts, and other third parties
Monitor filing requirements, tax deadlines, court deadlines, and administration calendars
Prepare deeds and other documents related to the transfer of assets
Maintain organized electronic files and accurately track billable time
Provide thoughtful and professional client service throughout sensitive estate and trust matters
Qualifications:
Significant experience as a Trusts and Estates, Estate Planning, Probate, or Trust Administration Paralegal
Strong knowledge of trusts and estates procedures and filing requirements
Experience preparing or assisting with tax forms used in estate, gift, trust, and probate matters
Familiarity with applicable IRS forms and supporting schedules is required
Strong drafting, proofreading, and document-management skills
Excellent organizational skills and the ability to manage multiple matters and deadlines
Professional, compassionate, and confident communication skills
Prior law firm experience supporting a busy trusts and estates practice
This is a wonderful opportunity to join a growing Naples firm, work closely with a highly regarded and personable partner, and become an important part of the team’s continued growth.
