Paralegal

Our client, a highly respected and growing law firm in Naples, is seeking an experienced Trusts and Estates Paralegal to join its team. The firm recently completed a merger and is entering an exciting period of growth. This is an excellent opportunity for a knowledgeable paralegal seeking a stable, long-term position supporting a kind, dynamic partner in a collaborative and welcoming environment.

Compensation and Benefits

• Salary up to $110K depending on experience
• Hybrid schedule with one work-from-home day per week
• 50% employer-paid health insurance
• Dental and vision coverage
• Employer-paid life insurance
• 4% 401(k) match
• Catered lunches in the office
• Supportive and team-oriented culture
• Long-term professional growth with an expanding firm

Responsibilities

• Support the partner with sophisticated estate planning, trust administration, and probate matters
• Prepare and maintain trust and estate files from inception through completion
• Draft and file probate pleadings, petitions, notices, inventories, accountings, and related documents
• Assist with estate and trust administration, including gathering and organizing asset information
• Prepare estate planning documents and related correspondence
• Prepare and assist with applicable federal estate, gift, and fiduciary income tax forms and supporting documentation
• Coordinate with clients, beneficiaries, accountants, financial institutions, courts, and other third parties
• Monitor filing requirements, tax deadlines, court deadlines, and administration calendars
• Prepare deeds and other documents related to the transfer of assets
• Maintain organized electronic files and accurately track billable time
• Provide thoughtful and professional client service throughout sensitive estate and trust matters

Qualifications

• Significant experience as a Trusts and Estates, Estate Planning, Probate, or Trust Administration Paralegal
• Strong knowledge of trusts and estates procedures and filing requirements
• Experience preparing or assisting with tax forms used in estate, gift, trust, and probate matters
• Familiarity with applicable IRS forms and supporting schedules is required
• Strong drafting, proofreading, and document-management skills
• Excellent organizational skills and the ability to manage multiple matters and deadlines
• Professional, compassionate, and confident communication skills
• Prior law firm experience supporting a busy trusts and estates practice

This is a wonderful opportunity to join a growing Naples firm, work closely with a highly regarded and personable partner, and become an important part of the team’s continued growth.

To apply confidentially, please submit your résumé or contact Victoria Richardson at victoria@zeregaconsulting.com