Description
Trustpoint.One is partnering with a well-respected Am Law firm in their search for a skilled and detail-oriented Probate Paralegal with experience in tax matters to join their dynamic Trusts & Estates Group in Naples, FL. This role requires a strong background in estate and trust administration, excellent communication skills, and the ability to work independently in a fast-paced environment. Duties include, but are not limited to the following:
- Prepare probate pleadings and related court documents
- Draft and file federal estate tax returns
- Assist in preparing trust and estate accountings and funding calculations
- Collaborate with attorneys and clients to ensure accurate and timely estate administration
Qualifications:
- College degree and/or Paralegal Certificate
- Minimum of five years' experience in all phases of Trusts & Estates administration
- Strong mathematical skills and attention to detail
- Excellent written and verbal communication skills
- Proficiency with estate and tax-related software (preferred)
- Highly organized, self-motivated, and a collaborative team player
If you would like to learn more about the Probate Paralegal position available in Naples, FL then please submit your resume, in Word format, by clicking the Apply Now button.
Trustpoint.One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
