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Infographic showing various job openings at Direct Line Workforce Solutions in the United States as of May 2026, with employment types broken down into 82% Full Time, 2% Part Time, and 16% Nights. Highlights an 99% Physical, and 1% Hybrid job distribution.

Paralegal - Estate and Trust Administration

Direct Line Workforce Solutions

Naples, FL

$70K - $95K/hr

Full-time

Posted 9 days ago

Job description

Paralegal – Estate and Trust Administration

Location: Naples, FL
Full-Time | Onsite
Salary: $70,000 - $95,000

Role Overview

A law firm in Naples, FL is seeking an experienced Paralegal to support its estate and trust administration practice. This role focuses on high-net-worth estate administration, Florida probate matters, trust settlements, and federal transfer tax filings within a fast-paced legal environment.

Key Responsibilities

  • Manage estate and trust administration matters from asset collection through final distribution
  • Prepare inventories, schedules, and accountings using financial and legal documentation
  • Draft probate pleadings and fiduciary documents for attorney review and Florida e-filing
  • Assist with preparation of IRS Forms 706, 709, and 1041
  • Track deadlines and manage probate and trust administration schedules
  • Serve as a liaison between attorneys, clients, beneficiaries, and financial institutions
  • Utilize legal and tax software systems to organize case materials and filings
  • Proofread and review documents for accuracy, compliance, and completeness

Requirements

  • Minimum 5 years of Florida estate and trust administration experience
  • Hands-on experience preparing or assisting with Forms 706, 709, and 1041
  • Knowledge of Florida probate procedures and e-filing systems
  • Formal paralegal training, certificate, associate's degree, or equivalent experience
  • Proficiency with Microsoft Office applications
  • Strong organizational, communication, and proofreading skills
  • Authorized to work in the United States without sponsorship

Nice-to-Haves

  • Experience working with high-net-worth estate matters
  • Experience with legal case management or tax preparation software
  • Background within probate, tax, or estate planning law firms
  • Strong client service and relationship management skills

Compensation & Benefits

  • $70,000 - $95,000 annual salary
  • Full-time direct hire opportunity
  • Professional legal office environment
  • Long-term career growth potential

Work Arrangement

  • Full-time onsite role
  • Naples, Florida
  • No remote work available