(Job TE- 1080) Estate & Trust Paralegal

Ash & Harris Executive Search is looking for a Paralegal (Estate & Trust Administration)

Overview:
We’re recruiting on behalf of a client seeking an experienced Paralegal to join their estate and trust administration team in Naples, FL. This is a full-time, onsite role supporting high-net-worth estate matters, with a focus on Florida probate, trust settlement, and federal transfer tax filings.

Key Responsibilities:

• Manage estate and trust administration from asset collection to final distributions
• Prepare inventories, schedules, and accountings using data from multiple sources
• Draft probate pleadings and fiduciary documents for review and e-filing
• Assist in preparing estate, gift, and fiduciary income tax returns (Form 706, 709, 1041)
• Coordinate deadlines, monitor case schedules, and support attorneys proactively
• Maintain clear client communication and act as a liaison between attorneys and families
• Use legal and tax software platforms to streamline filings and documentation
• Edit and proofread all work for accuracy and compliance with Florida and federal law

Requirements:
Education:

• Paralegal certificate, associate’s degree, or equivalent formal legal training
• Preferred: Four-year degree in legal studies or related field

Experience:

• At least 5 years in Florida estate and trust administration
• Hands-on experience preparing or assisting with federal estate, gift, and fiduciary income tax returns (Form 706, 709, 1041)
• Strong knowledge of Florida probate procedures and e-filing systems
• Preferred: Experience with trust/estate tax software platforms and high-net-worth estate accounting

Other:

• Proficiency in Microsoft Office
• Exceptional writing, organization, and client service skills
• Ability to manage multiple matters with high attention to detail

Compensation and Benefits:

• Salary: $70,000 - $95,000 per year (based on experience)
• Benefits: Competitive package (details available upon discussion)

Schedule:

• Full-time
• Work arrangement: Onsite (Naples, FL)