What are the responsibilities and job description for the Paralegal position at CBL Legal Talent?
Job Titile - Trust & Estate Paralegal
Location - Naples, FL, (3 Days Onsite & 2 Days Remote)
Position Overview
We are seeking an experienced Paralegal with a strong background in tax and Trusts & Estates to join our Naples office. This role supports attorneys in all phases of estate and trust administration, including probate proceedings and tax-related filings.
About the Firm
We foster a collaborative and inclusive environment where innovation is encouraged, contributions are valued, and professional growth is supported. Join a team committed to excellence and shared success.
Key Responsibilities
- Prepare probate pleadings and related legal documents
- Assist in the preparation of federal estate tax returns
- Draft and manage trust and estate accountings
- Perform funding calculations and assist with asset transfers
- Support attorneys through all phases of Trusts & Estates administration
- Maintain organized records and manage deadlines effectively
Qualifications & Skills
- Bachelor’s degree and/or Paralegal Certificate required
- Minimum of 5 years of experience in Trusts & Estates administration
- Strong knowledge of probate processes and estate tax matters
- Excellent mathematical and analytical skills
- Strong written and verbal communication abilities
- Highly organized with the ability to manage multiple priorities
- Ability to work both independently and collaboratively
- Familiarity with estate administration and tax-related software is a plus
Salary : $80,000 - $110,000