Probate & Trusts Paralegal
$150,000–$150,000 year
On-site · Naples, Florida, United States
Job Summary
Senior Probate & Trust Administration Paralegal responsible for managing complex probate and trust matters from intake to closing in a Naples, FL boutique firm. Duties include drafting and filing court documents via the Florida Courts E-Filing Portal, preparing notices and inventories, coordinating fiduciary accountings and tax documentation (Forms 706 and 709) with CPAs, assisting with trust funding, asset collection, and title transfers, maintaining meticulous case records and deadlines, and maintaining professional communication with clients, beneficiaries, financial institutions, and court personnel. The ideal candidate will be detail-oriented, proactive, and capable of working independently, with extensive experience in probate and trust administration and strong knowledge of Florida probate/trust procedures and forms.
Required Qualifications
- Minimum 5+ years probate and trust administration in a law firm setting (Florida experience preferred)
- Strong working knowledge of Florida probate and trust laws, court procedures, and filing requirements
- Proven ability to manage multiple active files, prioritize deadlines, and work independently
- Experience with trust funding, estate settlement, and client communication throughout the administration process
- Familiarity with estate and trust tax forms (706 and 709) and coordination with outside CPAs or accountants
- Proficiency in Microsoft Office Suite and legal document management systems
- Excellent written and verbal communication skills; strong attention to detail
- Florida Registered Paralegal (FRP) or NALA certification preferred but not required
Desired Qualifications
- 5+ years probate and trust administration experience
- Florida probate and trust law knowledge
- ability to manage multiple files and deadlines
- experience with trust funding, estate settlement, and client communication
- familiarity with forms 706 and 709
- proficiency with Microsoft Office and legal management systems
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