ESTATE AND TRUST PARALEGAL

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)

- 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 streamline filings and documentation



Required Qualifications:

- Minimum 5 years of background in Florida estate and trust administration

- 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