Trust & Estates Paralegal Position Available In Collier, Florida

Legal
Trust & estates paralegal

TRUST & ESTATES PARALEGAL.

naples, florida
Posted 7 days ago
Closes 5/16/2025 Job details Summary Spherion
$57,000 – $65,000 per year
Permanent
8:00 AM – 5:00 PM
Industry
legal (Legal Occupations)
Reference number
S_163380
Spherion is seeking a skilled and detail-oriented Trust & Estates Paralegal to join a law firm in Naples, FL.

Responsibilities:

Under attorney supervision, value assets and prepare accountings related to trust and estate administration.
Prepare various tax returns, including federal estate tax and fiduciary income taxes.
Draft estate planning documents such as wills, codicils, agreements, and status reports.
Communicate with clients, estate administrators, beneficiaries, and other interested parties.
Research and summarize legal and factual issues for internal and external use.
Organize and maintain legal forms, client materials, and attorney work products.
Draft probate documents such as petitions, motions, testamentary letters, inventories, and accountings.
Assist with ongoing administrative tasks, including EIN applications and tracking billable/non-billable time.
Maintain trust accounts, process bill payments, and conduct bank reconciliations.

Working hours:

8:00 AM – 5:00

PM Skills:

Knowledge of trust and estate accountings, probate administration, and estate/trust law.
Excellent written and verbal communication skills. …
Ability to work independently while managing large amounts of data in an organized manner.
High attention to detail, ability to meet deadlines, and organizational skills.

Education:

Associate Experience:

7-10 years

Qualifications:

Bachelor’s or Associate’s degree required, or Paralegal Certificate with equivalent experience.
Minimum of 5-8 years of Estates & Trusts experience. Now on this post!! We offer weekly open interviews Mondays thru Fridays 9:30am-12noon and then 1pm-2:30pm Walk-ins welcome, want to skip the wait….
Call us at 239-494-3044 or send us a text today at 239-263-2998 to schedule an interview!
We are located at:
4964 Tamiami Trail North
Naples, FL 34103 Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you’re looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer:

Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com. Pay offered to a successful candidate will be based on several factors including the candidate’s education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility). Show more
key responsibilities Under attorney supervision, value assets and prepare accountings related to trust and estate administration.

Prepare various tax returns, including federal estate tax and fiduciary income taxes.

Draft estate planning documents such as wills, codicils, agreements, and status reports.

Communicate with clients, estate administrators, beneficiaries, and other interested parties.

Research and summarize legal and factual issues for internal and external use.

Organize and maintain legal forms, client materials, and attorney work products.

Draft probate documents such as petitions, motions, testamentary letters, inventories, and accountings.

Assist with ongoing administrative tasks, including EIN applications and tracking billable/non-billable time.

Maintain trust accounts, process bill payments, and conduct bank reconciliations. experience 7-10 years skills Knowledge of trust and estate accountings, probate administration, and estate/trust law.

Excellent written and verbal communication skills.

Ability to work independently while managing large amounts of data in an organized manner.

High attention to detail, ability to meet deadlines, and organizational skills. qualifications Bachelor’s or Associate’s degree required, or Paralegal Certificate with equivalent experience.

Minimum of 5-8 years of Estates & Trusts experience. education Associate share this job.
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Get in touch. We are here to help you with your questions. DS
Denise Serdahl
naples-fl@spherion.com