Trusts & Estates Paralegal
About The Position
HireNow Staffing is actively recruiting a seasoned, highly skilled Trusts & Estates Paralegal to join one of our valued client partners. We are seeking a highly organized legal professional with extensive experience supporting estate and trust administration matters, working directly with attorneys, fiduciaries, beneficiaries, financial institutions, accountants, and high-net-worth families. This position is ideal for a paralegal who thrives in a detail-driven environment and possesses a strong understanding of Florida probate administration, trust settlement procedures, estate tax filings, fiduciary documentation, and complex asset management matters. The successful candidate will demonstrate exceptional organizational abilities, professionalism, discretion, and a commitment to delivering outstanding client service. The Trusts & Estates Paralegal will play a critical role in supporting estate and trust administration matters from inception through final distribution. This position requires a strong working knowledge of Florida probate procedures, trust administration processes, fiduciary responsibilities, tax-related filings, and court filing requirements.
Requirements
- Minimum of five (5) years of Florida estate and trust administration experience.
- Extensive experience supporting probate and trust administration matters.
- Hands-on experience working with IRS Forms 706, 709, and 1041.
- Strong knowledge of Florida probate procedures and administration requirements.
- Experience utilizing Florida e-filing systems and probate court procedures.
- Formal paralegal training through a certificate program, associate degree, bachelor's degree, or equivalent legal education.
- Proficiency with Microsoft Office applications, including Word, Excel, Outlook, and related tools.
- Experience preparing fiduciary documentation, accountings, inventories, and administration-related materials.
- Strong organizational, analytical, and problem-solving skills.
- Exceptional attention to detail and document accuracy.
- Ability to manage multiple active matters simultaneously.
- Authorized to work in the United States without sponsorship.
- No current or future visa sponsorship requirements.
Nice To Haves
- Significant experience supporting high-net-worth estate and trust administration matters.
- Advanced understanding of estate, gift, and fiduciary income tax concepts.
- Experience working directly with accountants, wealth advisors, trustees, and fiduciaries.
- Familiarity with trust settlement, complex asset transfers, and beneficiary distributions.
- Experience utilizing legal practice management, tax preparation, and estate administration software.
- Strong client relationship management skills.
- Proven ability to independently manage large volumes of estate administration responsibilities.
- Demonstrated employment stability and progressive trusts and estates experience.
- Experience supporting attorneys in sophisticated probate and trust administration practices.
Responsibilities
- Managing estate and trust administration matters throughout the lifecycle of each file.
- Collecting, organizing, and analyzing financial and asset-related information from multiple sources.
- Preparing inventories, schedules, accountings, and supporting documentation.
- Drafting probate-related pleadings, fiduciary documents, correspondence, and administration materials for attorney review.
- Assisting with estate, gift, and fiduciary income tax return preparation and supporting documentation.
- Coordinating and monitoring probate administration activities and trust settlement matters.
- Managing court filings and maintaining compliance with applicable filing requirements.
- Tracking critical deadlines, distribution schedules, tax deadlines, and court-related obligations.
- Communicating professionally with beneficiaries, fiduciaries, financial advisors, accountants, and other third parties.
- Maintaining organized files and ensuring accuracy of all documentation and records.
- Utilizing legal, financial, and tax software platforms to support administration activities.
- Reviewing and proofreading documents to ensure accuracy, consistency, and compliance.
Benefits
- Comprehensive Benefits Package
- Medical, Dental, and Vision Coverage
- Retirement Savings Options
- Paid Time Off
- Professional Development Opportunities
- Long-Term Career Growth Potential
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
