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Trusts & Estates Paralegal

Gables Search GroupNaples, FL
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Overview

Remote
On-site

Job Description

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:

  • Manage estate and trust administration from asset collection to final distributions

  • Prepare inventories, schedules, and accountings using data from multiple sources

  • Draft probate pleadings and fiduciary documents for review and e-filing

  • Assist in preparing estate, gift, and fiduciary income tax returns (Form 706, Form 709, Form 1041)

  • Coordinate deadlines, monitor case schedules, and support attorneys proactively

  • Maintain clear client communication and act as liaison between attorneys and families

  • Use legal and tax software platforms to streamline filings and documentation

  • Edit and proofread all work for accuracy and compliance with Florida and federal law

What You Bring:

  • Background in Florida estate and trust administration (at least 5 years)

  • Strong understanding of probate, trust, and tax processes, including federal transfer taxes

  • Experience with Florida e-filing systems and probate software

  • Paralegal certificate or formal legal training; 4-year degree preferred

  • Familiarity with Microsoft Office and estate/trust software platforms

  • Exceptional writing, organization, and client service skills

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FAQs About Trusts & Estates Paralegal Jobs at Gables Search Group

What is the work location for this position at Gables Search Group?
This job at Gables Search Group 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 Gables Search Group?
Candidates can expect pay range between $70,000–$85,000 for this role.
What employment applies to this position at Gables Search Group?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Gables Search Group?
You can apply for this role at Gables Search Group 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.