Trusts & Estates Paralegal

Aminov Search PartnersNaples, FL

$70,000 - $70,000 / year

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Overview

Remote

On-site

Compensation

$70,000-$70,000/year

Job Description

Our client is in search of a seasoned professional to join their team dedicated to estate and trust administration. This full-time, onsite position in Naples focuses on supporting complex cases involving high-value estates, prominently featuring Florida probate, trust management, and associated federal tax documentation.

Responsibilities: - Oversee the full lifecycle of estate and trust management, including asset oversight and final beneficiary distributions. - Create detailed inventories, schedules, and financial reports by synthesizing information from diverse origins. - Draft and review legal documents for probate and fiduciary purposes, ensuring they are ready for electronic filing. - Collaborate on the preparation of tax returns for estates, gifts, and fiduciary incomes (including Form 706, Form 709, and Form 1041). - Actively manage case timelines, coordinate key deadlines, and provide proactive support to attorneys. - Foster effective communication with clients and act as a central point of contact between legal professionals and family members. - Utilize legal and tax software tools to enhance the efficiency of document processing and filing. - Ensure all documentation adheres to the highest standards of accuracy and complies with both Florida and federal legal frameworks.

Candidate Profile: - Minimum five-year track record in Florida estate and trust administration. - Comprehensive knowledge of probate, trust, and taxation protocols, including federal transfer tax laws. - Proficiency with Florida's electronic filing systems and specialized probate software. - Possession of a paralegal certification or equivalent legal training, with a bachelor's degree preferred. - Skilled in Microsoft Office suite and estate/trust management software. - Demonstrated excellence in writing, organization, and delivering superior client services.

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FAQs About Trusts & Estates Paralegal Jobs at Aminov Search Partners

What is the work location for this position at Aminov Search Partners?

This job at Aminov Search Partners is located in Naples, FL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Aminov Search Partners?

Candidates can expect a pay range of $70,000 and $70,000 per year.

What employment applies to this position at Aminov Search Partners?

The employer has not provided this information. This may be discussed during the hiring process.

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You can apply for this role at Aminov Search Partners either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.