ESTATE AND TRUST PARALEGAL
NeoDym Technologies
Naples, FL
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JOB DETAILS
SKILLS
Communication Skills, Customer Support/Service, Develop and Maintain Customers, Documentation, Estate Management, Federal Tax, Fiduciary, Income Tax, Legal, Paralegal, Probate, Tax Returns, Tax Software, Technical Recruiting, Time Management, Use Tax
LOCATION
Naples, FL
POSTED
2 days ago
ROLE : ESTATE AND TRUST PARALEGAL
Location: Naples, Florida (Onsite - NO REMOTE)
Key Responsibilities:
- Manage estate and trust administration from asset collection to final distributions
- Prepare inventories, schedules, and accountings at all probate steps
- 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
Required Qualifications:
- Minimum 5 years of background in Florida estate and trust administration
- 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
- Exceptional writing, organization, and client service skills
Thanks & Best Regards, Eshwar | Technical Recruiter shafi@neodymtechnologies.com Contact: , Ext: 113 WhatsApp Community: Join Here |
About the Company
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