JRG Partners
Senior Probate & Trust Administration Paralegal – Naples, FL
About the Firm:
Our boutique law firm guided by the belief that our clients deserve high-quality and individualized attention. Our elite attorneys and knowledgeable staff bring over 35 years of experience to support our clients. We are seeking a highly skilled
Senior Probate & Trust Administration Paralegal
to join our growing team.
Position Summary:
The
Senior Probate & Trust Administration Paralegal
will manage complex probate and trust administration matters from inception through closing. This role involves drafting and filing legal documents, managing case timelines, coordinating with CPAs on tax and accounting components, and maintaining close communication with clients and beneficiaries throughout the process. The ideal candidate will be detail-oriented, proactive, and comfortable operating independently in a professional boutique firm environment.
Key Responsibilities:
Oversee and manage
probate and trust administration cases
from initial intake through final distribution.
Prepare and file probate pleadings, petitions, and other court documents via the
Florida Courts E‑Filing Portal .
Draft and manage
legal correspondence, inventories, notices, waivers, and other required filings .
Coordinate with the firm’s
CPA
on fiduciary accountings and tax‑related documentation (Forms 706 and 709).
Assist attorneys in
trust funding, asset collection, and title transfers
(including real property, investment accounts, and business interests).
Maintain detailed case records, calendars, and deadlines to ensure timely completion of all required filings and actions.
Communicate directly with
clients, beneficiaries, financial institutions, and court personnel
with professionalism and discretion.
Prepare estate and trust closing documents and ensure compliance with
Florida probate and trust administration laws .
Support attorneys with
estate planning document organization , trust maintenance, and related client services.
Qualifications:
Minimum 5+ years of experience
in
probate and trust administration
in a
law firm setting
(Florida experience preferred).
Strong working knowledge of
Florida probate and trust laws, court procedures, and filing requirements .
Proven ability to manage multiple active files, prioritize deadlines, and work independently.
Experience with
trust funding, estate settlement, and client communication
throughout the administration process.
Familiarity with
estate and trust tax forms (706 and 709)
and coordination with outside CPAs or accountants.
Proficiency in Microsoft Office Suite and legal document management systems.
Excellent written and verbal communication skills; strong attention to detail.
Florida Registered Paralegal (FRP)
or
NALA certification
preferred but not required.
Compensation & Benefits:
Competitive salary based on experience and qualifications.
Comprehensive benefits package including health, dental, vision, and paid time off.
Supportive, team‑oriented work environment.
Opportunity to work directly with experienced estate planning attorneys and long‑standing clients.
Compensation: $150,000 per year
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Our boutique law firm guided by the belief that our clients deserve high-quality and individualized attention. Our elite attorneys and knowledgeable staff bring over 35 years of experience to support our clients. We are seeking a highly skilled
Senior Probate & Trust Administration Paralegal
to join our growing team.
Position Summary:
The
Senior Probate & Trust Administration Paralegal
will manage complex probate and trust administration matters from inception through closing. This role involves drafting and filing legal documents, managing case timelines, coordinating with CPAs on tax and accounting components, and maintaining close communication with clients and beneficiaries throughout the process. The ideal candidate will be detail-oriented, proactive, and comfortable operating independently in a professional boutique firm environment.
Key Responsibilities:
Oversee and manage
probate and trust administration cases
from initial intake through final distribution.
Prepare and file probate pleadings, petitions, and other court documents via the
Florida Courts E‑Filing Portal .
Draft and manage
legal correspondence, inventories, notices, waivers, and other required filings .
Coordinate with the firm’s
CPA
on fiduciary accountings and tax‑related documentation (Forms 706 and 709).
Assist attorneys in
trust funding, asset collection, and title transfers
(including real property, investment accounts, and business interests).
Maintain detailed case records, calendars, and deadlines to ensure timely completion of all required filings and actions.
Communicate directly with
clients, beneficiaries, financial institutions, and court personnel
with professionalism and discretion.
Prepare estate and trust closing documents and ensure compliance with
Florida probate and trust administration laws .
Support attorneys with
estate planning document organization , trust maintenance, and related client services.
Qualifications:
Minimum 5+ years of experience
in
probate and trust administration
in a
law firm setting
(Florida experience preferred).
Strong working knowledge of
Florida probate and trust laws, court procedures, and filing requirements .
Proven ability to manage multiple active files, prioritize deadlines, and work independently.
Experience with
trust funding, estate settlement, and client communication
throughout the administration process.
Familiarity with
estate and trust tax forms (706 and 709)
and coordination with outside CPAs or accountants.
Proficiency in Microsoft Office Suite and legal document management systems.
Excellent written and verbal communication skills; strong attention to detail.
Florida Registered Paralegal (FRP)
or
NALA certification
preferred but not required.
Compensation & Benefits:
Competitive salary based on experience and qualifications.
Comprehensive benefits package including health, dental, vision, and paid time off.
Supportive, team‑oriented work environment.
Opportunity to work directly with experienced estate planning attorneys and long‑standing clients.
Compensation: $150,000 per year
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