ESTATE AND TRUST PARALEGAL
Arohana Tech Solutions Private Limited · Naples, FL · 2 days ago
On-siteLegalFull-time
Key Responsibilities
- Manage estate and trust administration from asset collection to final distributions
- Prepare inventories, schedules, and accountings at all probate steps
- Draft probate pleadings and fiduciary documents for review and e-filing
- Assist in preparing estate, gift, and fiduciary income tax returns (Form 706, Form 709, Form 1041)
- Cook deadlines, monitor case schedules, and support attorneys proactively
- Maintain clear client communication and act as liaison between attorneys and families
Required Qualifications
- Minimum 5 years of background in Florida estate and trust administration required
- Strong understanding of probate, trust, and tax processes including federal transfer taxes
- Experience with Florida e-filing systems and probate software
- Paralegal certificate or formal legal training; 4-year degree preferred
- Exceptional writing, organization, and client service skills