Trusts & Estates Paralegal
Naples, FL 34109 | Hybrid (1 day remote after onboarding)
LHH Recruitment Solutions is partnering with an Am Law-ranked firm to identify an experienced Trusts & Estates Paralegal for its Naples office. This opportunity offers complex, high-level work in a collaborative, small-office setting backed by the resources of a large, nationally recognized firm.
This team supports high-net-worth and ultra-high-net-worth individuals, families, and family offices on sophisticated estate, tax, and wealth transfer planning.
This opportunity offers the best of both worlds with a collaborative, close-knit office environment supported by the resources and sophistication of a nationally ranked firm. #ApplyToday
Primary Responsibilities
Support estate and trust administration from intake through final distribution
Compile asset information, valuations, and detailed inventory schedules
Assist with preparation of fiduciary income tax returns and federal transfer tax filings, including Forms 706 and 709
Draft and file probate and trust administration documents using Florida e-filing systems
Track deadlines and proactively manage timelines across multiple matters
Serve as a liaison between attorneys, clients, and advisors
Proofread and edit documents for accuracy and compliance
Maintain organized records using estate and tax software systems
Ensure accurate time entry and strict confidentiality standards
Minimum Qualifications
3+ years of trusts and estates administration and probate experience in a US law firm
Recent exposure to high-net-worth and ultra-high-net-worth client matters required
Working knowledge of estate, gift, and fiduciary income tax filings (Forms 706 & 709)
Advanced proficiency with Florida probate procedures and e-portal systems
Demonstrated experience billing time for substantive paralegal work
ABA-approved paralegal certificate or relevant degree preferred
Strong attention to detail, organization, and critical thinking
Ability to manage deadlines and multiple priorities in a fast-paced environment
Clear, professional written and verbal communication skills
Practice Exposure
Advanced estate and wealth transfer strategies
Multigenerational and legacy planning
Irrevocable trusts, including grantor and non-grantor structures
GRATs, dynasty trusts, and family LLCs
Business succession planning
Compensation & Benefits
Salary range: $65,000 to $100,000
Bonus eligible
1,500 billable hour requirement
Hybrid flexibility after initial onboarding period
Full benefits package including:
Medical, dental, vision
401(k) with match
Life and disability insurance
PTO, holidays, and sick time
Additional Details
Fully onsite during initial onboarding period, then hybrid (1 day remote)
No relocation assistance available
Team-oriented culture with strong mentorship and support
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Pay Details: $65,000.00 to $100,000.00 per year
Search managed by: Holly Hilderhoff
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
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