Salary: $85k - 100k per year
Reference: JOB-37783
Trusts & Estates Paralegal (Private Client)
Naples, FL • Direct Hire • Hybrid
About the Opportunity
RIM Recruitment Professionals is partnering with a well‑established and growing firm in the Naples area to add an experienced Trusts & Estates Paralegal to their Private Client team. This role supports a busy practice handling estate and trust administration, tax‑related filings, and client communication. The firm offers a hybrid work environment, strong benefits package and a professional, collaborative environment.
Key Responsibilities
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Assist with the collection, distribution, reporting, and transfer of estate assets
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Prepare inventories, asset schedules, and related documentation for estate and trust administrations
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Draft and e‑file probate pleadings, trust administration documents, and accounting filings
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Prepare state and federal fiduciary income tax returns, estate tax returns, and gift tax returns (with attorney or accountant supervision)
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Monitor filing deadlines, case schedules, and proactively alert attorneys to upcoming requirements
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Communicate with attorneys, clients, and team members regarding case status and next steps
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Edit and proofread documents for accuracy and compliance with federal and state laws and local rules
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Serve as liaison between attorneys and clients throughout the administration process
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Utilize specialized estate and trust administration software and tax preparation tools
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Enter, review, and correct time entries in a timely manner
Qualifications
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5+ years of experience in Florida estate and trust administration
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Formal paralegal training from an accredited or ABA‑approved program (four‑year degree preferred)
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Strong knowledge of Florida probate rules, trust administration procedures, and e‑filing systems
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Experience preparing federal estate, gift, and fiduciary income tax returns preferred
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Proficiency with Microsoft Office Suite
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Exceptional attention to detail and strong critical‑thinking skills
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Ability to manage multiple matters simultaneously and prioritize effectively
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Strong analytical and organizational skills
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Sound judgment with the ability to identify and escalate issues appropriately
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Excellent written and verbal communication skills
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Ability to maintain confidentiality and adapt to competing priorities
What’s Offered
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Competitive compensation
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Strong benefits package
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Opportunity to join a respected and growing Private Client practice
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Professional, supportive team environment
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Hybrid work environment
Compensation: $85-100k
How to Apply
Please apply today to be considered or email your resume directly to Lauren Ballard, [email protected]
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