JRG Partners, LLC. · 2 months ago
Probate & Trusts Paralegal
Naples, FL, United States
Full-time
Onsite
Senior Level
$150K/yr - $150K/yr
5+ years expJRG Partners is a boutique law firm dedicated to providing high-quality, individualized legal services. They are seeking a highly skilled Senior Probate & Trust Administration Paralegal to manage complex probate and trust administration matters, ensuring all legal documents are drafted and filed, while maintaining communication with clients and beneficiaries throughout the process.
Human ResourcesRecruitingStaffing Agency
Responsibilities
Oversee and manage probate and trust administration cases from initial intake through final distribution
Prepare and file probate pleadings, petitions, and other court documents via the Florida Courts E-Filing Portal
Draft and manage legal correspondence, inventories, notices, waivers, and other required filings
Coordinate with the firm’s CPA on fiduciary accountings and tax-related documentation (Forms 706 and 709)
Assist attorneys in trust funding, asset collection, and title transfers (including real property, investment accounts, and business interests)
Maintain detailed case records, calendars, and deadlines to ensure timely completion of all required filings and actions
Communicate directly with clients, beneficiaries, financial institutions, and court personnel with professionalism and discretion
Prepare estate and trust closing documents and ensure compliance with Florida probate and trust administration laws
Support attorneys with estate planning document organization, trust maintenance, and related client services
Qualification
Required
Minimum 5+ years of experience in 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
Preferred
Florida Registered Paralegal (FRP) or NALA certification preferred but not required
Benefits
Comprehensive benefits package including health, dental, vision, and paid time off.
Company
JRG Partners, LLC.
JRG Partners, for decades has evolved to become one of the Leading Global Contingent and Retained Executive Search Firms, with our Corporate Headquarters located in Palm Beach Florida.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jeremy Gleason
Managing Partner | Chief Visionary & Data Officer
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