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Trusts & Estates Paralegal

Company

Bradford Consulting

Location

naples, collier county, fl

Posted

June 30, 2026

Position Overview

Paralegal Position Available

We're recruiting on behalf of a client seeking an experienced Paralegal to join their estate and trust administration team in Naples. This is a full-time, onsite role supporting high-net-worth estate matters, with a focus on Florida probate, trust settlement, and related federal transfer tax filings.

What You'll Do:

  • Manage estate and trust administration from asset collection to final distributions
  • Prepare inventories, schedules, and accountings using data from multiple sources
  • 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)
  • Coordinate deadlines, monitor case schedules, and support attorneys proactively
  • Maintain clear client communication and act as liaison between attorneys and families
  • Use legal and tax software platforms to st...

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