Trust & Estates Paralegal

1 day ago Be among the first 25 applicants

This range is provided by LHH. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

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.

• 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.

• 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.

• 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.

• 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

Interested candidates should submit their resume today!

Equal Opportunity Employer / Veterans / Disabled

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