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Paralegal

LHH US

Naples, FL

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JOB DETAILS
SALARY
$65,000–$100,000 Per Year
SKILLS
Accredited Business Accountants (ABA), Administrative Skills, Administrator Documentation, Asset Valuation, Attorney, Billing, Business Plan, Communication Skills, Detail Oriented, Disability Insurance, Editing, Federal Tax, Fiduciary, High Net Worth, Income Tax, Legal, Life Insurance, Mentoring, Multitasking, Onboarding, Organizational Skills, Paralegal, Presentation/Verbal Skills, Probate, Proofreading, Record Keeping, Succession Planning, Tax Returns, Tax Software, Team Player, Time Management, Writing Skills
LOCATION
Naples, FL
POSTED
2 days ago
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
#FloridaProbate #TrustsAndEstates #EstateAdministration #WealthPlanning #NaplesFLJobs #LHH #HiringNow #LetsChatSoon #SWFLjobs

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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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

About the Company

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LHH US

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