Apply on Employer Site

LHH · 7 hours ago

Trust & Estates Paralegal

Naples, FL

Full-time

Hybrid

Entry, Mid Level

$90K/yr - $100K/yr

2+ years exp

LHH is a respected law firm seeking a detail-oriented and experienced Trusts & Estates Paralegal to join their Private Client team in Naples, FL. The role involves providing comprehensive legal support in estate planning, probate, and trust administration, including drafting legal documents and assisting with tax-related matters.

Human Resources

Hiring Manager

Richard Harley

Responsibilities

Provide comprehensive support to attorneys throughout all phases of estate planning, probate, and trust administration

Draft and manage legal documents including wills, trusts, powers of attorney, healthcare directives, and estate/trust accountings

Assist with probate filings, trust funding, asset tracking, beneficiary communications, and distributions

Support tax-related matters including federal and state estate/gift tax returns, fiduciary income tax filings, and valuations

Maintain organized case files, monitor deadlines, and liaise with clients, courts, financial institutions, and external professionals

Conduct legal research in estate, trust, and tax law; assist attorneys with client correspondence and meeting preparation

Utilize legal software and document management systems to ensure compliance with Florida law and fiduciary standards

Qualification

Trusts & Estates experienceProbate proceduresFederal tax formsMicrosoft OfficeLegal case management systemsParalegal certificateOrganizational skillsCommunication skillsInterpersonal skillsConfidentiality