Paralegal

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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