Paralegal - Estate Planning & Trust Administration

Experienced Paralegal - Estate Planning & Trust Administration

Location: Naples, Florida (Relocation Assistance Available)

Are you seeking a long-term career opportunity where your dedication and professionalism will be truly valued? If so, we'd love to hear from you!

Attorney Laird A. Lile, a highly regarded specialist in estate and trust law, is looking for an experienced paralegal to join his small, dynamic team. Attorney Lile has earned numerous accolades, including recognition as a Top 10 Super Lawyer in Florida four times and over 25 appearances in the Top 100 Super Lawyers. He holds leadership roles within The Florida Bar and related organizations, maintaining a reputation for excellence in estate planning, trust administration, and estate administration.

We offer competitive compensation and an attractive benefits package in a professional, small-office environment that emphasizes teamwork, attention to detail, and client care.

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Comp & Benefits that We Offer*

• Salary $60 - $75k - depending on experience
• Generous Quarterly bonuses
• 401(k) plan with matching employer contributions
• Paid time off, including the week between Christmas and New Year's
• Paid holidays
• Relocation assistance to Naples, Florida
• Supportive, collaborative small-office environment
• Waiting periods may apply. Subject to change without notice.
  
  

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About The Role

In this role, you will be an integral part of our trust and estate team, working directly with clients, preparing documents, and ensuring timely filings. You'll need to bring professionalism, accuracy, and initiative to meet the high standards of our busy practice.

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Key Responsibilities

• Meet with clients and prospective clients, providing a positive experience throughout the process
• Work on estate planning documents, ensuring accuracy and attention to detail
• Prepare and review internal memos and fiduciary accountings
• Prepare and file court documents for probate administration
• Manage deadlines through calendaring and monitoring
• Assist with deeds and other transactional matters
• Prepare Form 706 (Estate Tax) and Form 709 (Gift Tax)
• Support the team with other related tasks as needed
  
  

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About You

The ideal candidate will have a career-oriented mindset and thrive in a client-focused environment. You will take pride in your work and be proactive, organized, and compassionate.

Required Experience & Skills

• Minimum 5 years of recent experience in estate planning, probate, and trust administration
• Florida Registered Paralegal (FRP) certification preferred (or willingness to obtain within the first year)
• Proficient with Microsoft Word, Excel, Outlook, Adobe
• Familiarity with WordPerfect and GEMS preferred
• Exceptional attention to detail and strong proofreading skills
• Ability to work independently while also collaborating with a team
• Compassionate, empathetic, and client-focused
• Intellectually curious with a commitment to continuous learning
  
  

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How to Apply

To Apply For This Opportunity, Please Submit The Following

• Detailed resume
• Cover letter explaining your interest in this role and why you are seeking a new opportunity.
• Completion of the Indeed skill assessments that will be sent to you.
  
  

Please note that emails, phone calls, and walk-in applications will not be considered. No agency inquiries please.

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We appreciate your interest! Only candidates under serious consideration will be contacted.

Employment Type: Full-Time