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Job Description
We’re recruiting on behalf of a client seeking an experienced Paralegal to join their estate and trust administration team in Naples. This is a full-time, onsite role supporting high-net-worth estate matters, with a focus on Florida probate, trust settlement, and related federal transfer tax filings.
What You’ll Do:
Manage estate and trust administration from asset collection to final distributions
Prepare inventories, schedules, and accountings using data from multiple sources
Draft probate pleadings and fiduciary documents for review and e-filing
Assist in preparing estate, gift, and fiduciary income tax returns (Form 706, Form 709, Form 1041)
Coordinate deadlines, monitor case schedules, and support attorneys proactively
Maintain clear client communication and act as liaison between attorneys and families