Our client, a highly respected and growing law firm in Naples, is seeking an experienced Trusts and Estates Paralegal to join its team.  The firm recently completed a merger and is entering an exciting period of growth. This is an excellent opportunity for a knowledgeable paralegal seeking a stable, long-term position supporting a kind, dynamic partner in a collaborative and welcoming environment.  

Compensation and Benefits  

• Salary up to $100,000, depending on experience  

• Hybrid schedule with one work-from-home day per week  

• 50% employer-paid health insurance  

• Dental and vision coverage  

• Employer-paid life insurance  

• 4% 401(k) match  

• Catered lunches in the office  

• Supportive and team-oriented culture  

• Long-term professional growth with an expanding firm

Responsibilities  

• Support the partner with sophisticated estate planning, trust administration, and probate matters  

• Prepare and maintain trust and estate files from inception through completion  

• Draft and file probate pleadings, petitions, notices, inventories, accountings, and related documents  

• Assist with estate and trust administration, including gathering and organizing asset information  

• Prepare estate planning documents and related correspondence  

• Prepare and assist with applicable federal estate, gift, and fiduciary income tax forms and supporting documentation  

• Coordinate with clients, beneficiaries, accountants, financial institutions, courts, and other third parties  

• Monitor filing requirements, tax deadlines, court deadlines, and administration calendars  

• Prepare deeds and other documents related to the transfer of assets  

• Maintain organized electronic files and accurately track billable time  

• Provide thoughtful and professional client service throughout sensitive estate and trust matters 

Qualifications  

• Significant experience as a Trusts and Estates, Estate Planning, Probate, or Trust Administration Paralegal  

• Strong knowledge of trusts and estates procedures and filing requirements  

• Experience preparing or assisting with tax forms used in estate, gift, trust, and probate matters  

• Familiarity with applicable IRS forms and supporting schedules is required  

• Strong drafting, proofreading, and document-management skills  

• Excellent organizational skills and the ability to manage multiple matters and deadlines  

• Professional, compassionate, and confident communication skills  

• Prior law firm experience supporting a busy trusts and estates practice  

This is a wonderful opportunity to join a growing Naples firm, work closely with a highly regarded and personable partner, and become an important part of the team’s continued growth.  

To apply confidentially, please submit your résumé or contact Victoria Richardson at victoria@zeregaconsulting.com.