Naples, FL (opens in new tab) Posted 18 hours ago Our client is in search of a seasoned professional to join their team dedicated to estate and trust administration. This full-time, onsite position in Naples focuses on supporting complex cases involving high-value estates, prominently featuring Florida probate, trust management, and associated federal tax documentation.

Responsibilities:

• Oversee the full lifecycle of estate and trust management, including asset oversight and final beneficiary distributions.
• Create detailed inventories, schedules, and financial reports by synthesizing information from diverse origins.
• Draft and review legal documents for probate and fiduciary purposes, ensuring they are ready for electronic filing.
• Collaborate on the preparation of tax returns for estates, gifts, and fiduciary incomes (including Form 706, Form 709, and Form 1041).
• Actively manage case timelines, coordinate key deadlines, and provide proactive support to attorneys.
• Foster effective communication with clients and act as a central point of contact between legal professionals and family members.
• Utilize legal and tax software tools to enhance the efficiency of document processing and filing.
• Ensure all documentation adheres to the highest standards of accuracy and complies with both Florida and federal legal frameworks.

Candidate Profile:

• Minimum five-year track record in Florida estate and trust administration.
• Comprehensive knowledge of probate, trust, and taxation protocols, including federal transfer tax laws.
• Proficiency with Florida's electronic filing systems and specialized probate software.
• Possession of a paralegal certification or equivalent legal training, with a bachelor's degree preferred.
• Skilled in Microsoft Office suite and estate/trust management software.
• Demonstrated excellence in writing, organization, and delivering superior client services. Back to Jobs First Name
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file size:

100 MB.