Trusts & Estates Paralegal

MetaRPO • Naples, FL

10d • $70,000 - $95,000 • Onsite

About The Position

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.

Requirements

• 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

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree