What are the responsibilities and job description for the Trusts & Estates Paralegal position at Food Management Search?
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:
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Manage estate and trust administration from asset collection to final distributions
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Prepare inventories, schedules, and accountings using data from multiple sources
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Draft probate pleadings and fiduciary documents for review and e-filing
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Assist in preparing estate, gift, and fiduciary income tax returns (Form 706, Form 709, Form 1041)
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Coordinate deadlines, monitor case schedules, and support attorneys proactively
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Maintain clear client communication and act as liaison between attorneys and families
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Use legal and tax software platforms to streamline filings and documentation
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Edit and proofread all work for accuracy and compliance with Florida and federal law
What You Bring:
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Background in Florida estate and trust administration (at least 5 years)
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Strong understanding of probate, trust, and tax processes, including federal transfer taxes
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Experience with Florida e-filing systems and probate software
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Paralegal certificate or formal legal training; 4-year degree preferred
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Familiarity with Microsoft Office and estate/trust software platforms
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Exceptional writing, organization, and client service skills