Trust & Estates Paralegal – Naples, FL

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.