Trust & Estates Paralegal – Naples, FL

Trustpoint.One
Published
January 4, 2023
Location
Naples, United States of America
Category
Job Type

Description

Trustpoint.one is seeking a Trust & Estates Paralegal for an AmLaw top 100 Law Firm. We are looking to fill this position in their Naples, Florida office. Successful candidates will have a minimum of 2 years (preferably 3-5 years) trust & estate paralegal experience, along with a bachelor’s degree and a paralegal certificate. The ideal candidate for this full-time position is capable of delivering the highest level of client service, and works well with attorneys, co-workers, clients and their allied advisors, such as accountants and financial planners, and the court. Compensation for this position will be $60,000- $70,000+ annually, depending on experience.

Responsibilities:

  • Be prepared to hit the ground running!
  • You’ll be working directly with attorneys on a variety of tasks, including: meeting with clients, trustees, and family members, and communicating with beneficiaries.
  • Drafting correspondence and estate planning documents.
  • Preparing deeds, asset spreadsheets, probate pleadings, etc.
  • Marshalling, organizing, and analyzing asset information.
  • Preparing valuation of assets.
  • Preparing inventories, asset allocation agreements, asset transfer documents, etc.
  • Disseminating information from bank, brokerage, and other financial statements.

Qualifications:

  • Minimum of 2 years (preferably 3-5 years) trust & estate paralegal experience, along with a bachelor’s degree and a paralegal certificate.
  • Excellent problem solving skills
  • Excellent math and computer skills, including at least an intermediate command of Excel.
  • Proficient with Florida Courts E-Filing, as well as with MS Word, Excel, and Office.
  • A pro at proofreading and communicate clearly and concisely, always demonstrating a keen attention to detail.
  • Strong knowledge base includes familiarity with all the following: probate process and rules, use of probate forms, etc.
  • A knowledge of Federal estate tax returns and gift tax returns.
  • A knowledge of local court rules and procedures.
  • A Knowledge of Wealth Transfer Planning Software.

Compensation: $60,000- $70,000+ annually, depending on experience.

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