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RIM Recruitment Professionalshttps://www.rimrp.com/wp-content/uploads/2022/08/rim-200x200-1.pnghttps://www.rimrp.comhttps://www.rimrp.comUSD85000YEARtrue
A well‑established Private Client team in Naples is looking for an experienced Trusts & Estates Paralegal to support a busy practice focused on estate administration, trust management, and related tax matters. This role is ideal for someone who brings deep knowledge of Florida probate procedures, strong technical skills, and a commitment to delivering exceptional client service.
Duties & Responsibilities:
Coordinates the gathering, valuation, and distribution of estate and trust assets;prepares detailed schedules, summaries, and supporting documentation for ongoing administrations
Assists attorneys with the preparation of fiduciary income tax returns and federal estate and gift tax filings, ensuring accuracy and compliance
Drafts and electronically files probate submissions, trust accountings, and related legal documents, maintaining a high standard of written communication and precision
Manages deadlines, tracks case progress, and keeps the team informed of upcoming requirements and key milestones
Serves as a point of contact for attorneys and internal team members, providing updates on assigned matters and ensuring smooth workflow
Reviews and edits legal documents for completeness, accuracy, and adherence to applicable laws and procedural rules
Acts as a liaison between attorneys and clients, offering proactive support throughout the administration process
Utilizes specialized software for estate and trust administration, tax preparation, and document management
Accurately enters and reviews billable time, making corrections as needed
Requirements:
Completion of a paralegal program from an accredited or ABA‑approved institution;a bachelor’s degree is preferred
Minimum of 5 years of hands‑on experience in Florida estate and trust administration
Strong understanding of Florida probate rules, trust administration procedures, and familiarity with e‑filing systems and probate‑specific software
Experience preparing or assisting with federal estate, gift, and fiduciary income tax returns is highly desirable
Exceptional attention to detail, strong analytical thinking, and the ability to anticipate needs
Proven ability to manage multiple matters simultaneously in a deadline‑driven environment
Excellent written and verbal communication skills, with the ability to interact professionally with clients and attorneys
Strong judgment, discretion, and a commitment to maintaining confidentiality
This is a great opportunity to join a well-established organization that puts people first and offers long-term stability. If you're interested in hearing more, please apply today or email your resume directly to lballard@rimrp.Com
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