Estates & Trusts Paralegal

GPAC

Naples, FL

JOB DETAILS
SKILLS
Analysis Skills, Attorney, Billing, Calendar Management, Communication Skills, Customer Relations, Detail Oriented, Develop and Maintain Customers, Estate Planning, Federal Tax, Fiduciary, Healthcare, Income Tax, Legal, Legal Research, Logistics, Microsoft Excel, Microsoft Office, Microsoft Product Family, Microsoft Word, Organizational Skills, Paralegal, Presentation/Verbal Skills, Probate, Problem Solving Skills, Reconciliation, Tax Accounting, Tax Returns, Time Management, Time Management Software, Writing Skills
LOCATION
Naples, FL
POSTED
Today
Job Description

Actively interviewing - APPLY NOW!!

NOW HIRING: Estates & Trusts ParalegalNaples, Florida | Estates & Trusts Practice Group Interested? Send your updated resume to:jackie.tucker@gogpac.com

A well-established law firm in Naples, Florida is seeking an experienced Estates & Trusts Paralegal to support a busy and sophisticated practice group. This role requires a detail-oriented professional with strong technical, organizational, and client communication skills-and timekeeping/billing experience is required.

Key Responsibilities:

Support attorneys in all aspects of estate and trust administration

Assist with valuing assets and preparing estate and trust accountings

Prepare federal estate tax returns, fiduciary income tax returns, and related filings

Draft estate planning documents including wills, trusts, powers of attorney, healthcare directives, codicils, and related agreements

Prepare probate documents such as petitions, motions, inventories, notices, and testamentary letters

Conduct legal and factual research and summarize findings for attorneys and clients

Maintain and organize client files, forms, and attorney work product using Microsoft Word, Excel, and firm systems

Assist with trust administration including account maintenance, bill payments, and bank reconciliations

Communicate with clients, beneficiaries, financial institutions, banks, and tax professionals

Track deadlines, calendaring events, and billable/non-billable time in the firm's timekeeping system

Assist with EIN applications, creditor communications, asset collection, and estate administration logistics

Qualifications:

Prior experience as an Estates & Trusts Probate Paralegal required
Strong knowledge of estate planning and probate processes
Must have timekeeping experience
Excellent written and verbal communication skills
Strong analytical and problem-solving abilities
High attention to detail and accuracy
Ability to manage multiple deadlines in a fast-paced environment
Proficiency in Microsoft Office (Word, Excel) and legal software tools

Salary commensurate with candidate experience and other job-related factors permitted by law.

How to Apply:
Email your resume to: jackie.tucker@gogpac.com
Phone/Text: (605) 305-3814

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All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

About the Company

G

GPAC

Gpac’s mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations.

Our team, with collective experience of over 250 years, is passionate about wh
COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1990
WEBSITE
http://www.gogpac.com/