LHH
LHH is seeking a detail-oriented and experienced
Trusts & Estates Paralegal
to join a respected law firm’s Private Client team in Naples, FL. This role offers a dynamic blend of legal support, client interaction, and administrative coordination in estate planning, probate, and trust administration.
Responsibilities
Provide comprehensive support to attorneys throughout all phases of estate planning, probate, and trust administration.
Draft and manage legal documents including wills, trusts, powers of attorney, healthcare directives, and estate/trust accountings.
Assist with probate filings, trust funding, asset tracking, beneficiary communications, and distributions.
Support tax‑related matters including federal and state estate/gift tax returns, fiduciary income tax filings, and valuations.
Maintain organized case files, monitor deadlines, and liaise with clients, courts, financial institutions, and external professionals.
Conduct legal research in estate, trust, and tax law; assist attorneys with client correspondence and meeting preparation.
Utilize legal software and document management systems to ensure compliance with Florida law and fiduciary standards.
Qualifications
Minimum of
2–3 years
of paralegal experience in trusts & estates, probate, or tax‑related legal work.
Solid understanding of estate planning, trust administration, and probate procedures (Florida‑specific experience preferred).
Familiarity with federal tax forms including
706, 709, and 1041
is a plus.
Exceptional organizational, communication, and interpersonal skills.
Ability to manage multiple priorities independently while maintaining confidentiality.
Proficiency in
Microsoft Office
and legal case/document management systems; experience with fiduciary accounting or trust software is preferred.
Paralegal certificate or degree preferred;
Florida Registered Paralegal
designation is a plus.
Why Join Us
Be part of a well-regarded law firm with a collaborative and supportive team.
Enjoy a
hybrid work schedule
that promotes work‑life balance.
Strong opportunities for
career growth
and
professional development .
Work in
Naples, FL , a location known for its high quality of life and coastal charm.
Benefits Offered
Competitive salary and performance‑based bonuses
Health, dental, and vision insurance
401(k) retirement plan with employer match
Paid time off and holidays
Continuing education and training support
Flexible work arrangements and wellness programs
How to Apply Interested candidates should submit their resume today!
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
#J-18808-Ljbffr
Trusts & Estates Paralegal
to join a respected law firm’s Private Client team in Naples, FL. This role offers a dynamic blend of legal support, client interaction, and administrative coordination in estate planning, probate, and trust administration.
Responsibilities
Provide comprehensive support to attorneys throughout all phases of estate planning, probate, and trust administration.
Draft and manage legal documents including wills, trusts, powers of attorney, healthcare directives, and estate/trust accountings.
Assist with probate filings, trust funding, asset tracking, beneficiary communications, and distributions.
Support tax‑related matters including federal and state estate/gift tax returns, fiduciary income tax filings, and valuations.
Maintain organized case files, monitor deadlines, and liaise with clients, courts, financial institutions, and external professionals.
Conduct legal research in estate, trust, and tax law; assist attorneys with client correspondence and meeting preparation.
Utilize legal software and document management systems to ensure compliance with Florida law and fiduciary standards.
Qualifications
Minimum of
2–3 years
of paralegal experience in trusts & estates, probate, or tax‑related legal work.
Solid understanding of estate planning, trust administration, and probate procedures (Florida‑specific experience preferred).
Familiarity with federal tax forms including
706, 709, and 1041
is a plus.
Exceptional organizational, communication, and interpersonal skills.
Ability to manage multiple priorities independently while maintaining confidentiality.
Proficiency in
Microsoft Office
and legal case/document management systems; experience with fiduciary accounting or trust software is preferred.
Paralegal certificate or degree preferred;
Florida Registered Paralegal
designation is a plus.
Why Join Us
Be part of a well-regarded law firm with a collaborative and supportive team.
Enjoy a
hybrid work schedule
that promotes work‑life balance.
Strong opportunities for
career growth
and
professional development .
Work in
Naples, FL , a location known for its high quality of life and coastal charm.
Benefits Offered
Competitive salary and performance‑based bonuses
Health, dental, and vision insurance
401(k) retirement plan with employer match
Paid time off and holidays
Continuing education and training support
Flexible work arrangements and wellness programs
How to Apply Interested candidates should submit their resume today!
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
#J-18808-Ljbffr