Job Description
Job DescriptionTrust & Estates Paralegal
Job Summary:
We are seeking an experienced Trust and Estates Paralegal to join our Naples office within the Private Wealth Management practice group. The ideal candidate will support attorneys in all aspects of trust and estate planning, administration, and compliance, ensuring seamless client service for affluent clients in Florida and beyond. This role requires at least 3 years of hands-on experience in trust and estates, with a focus on efficiency, attention to detail, and a client-centric approach. If you thrive in a fast-paced, high-stakes environment and are passionate about helping families preserve and transfer wealth, we invite you to apply.
Key Responsibilities:
- Prepare and draft estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives.
- Assist in trust administration, including funding trusts, preparing accountings, and coordinating with trustees and beneficiaries.
- Conduct legal research on Florida probate laws, tax implications, and estate planning strategies using tools like Westlaw or LexisNexis.
- File probate and guardianship petitions with the local courts, and manage post-death asset inventories and distributions.
- Maintain client files, track deadlines for estate filings, and ensure compliance with state and federal regulations.
- Perform general administrative tasks, such as billing, calendaring, and document management using practice management software.
Qualifications:
- Minimum of 3 years of paralegal experience specifically in trust and estates or probate law, ideally in a Florida-based firm.
- In-depth knowledge of Florida probate code, trust laws, and estate tax regulations.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and legal document management systems.
- Exceptional organizational skills with the ability to manage multiple priorities and meet strict deadlines.
Benefits
- Health
- Dental
- Vision
- PTO
- Bonus
- 401k Match
- Pension
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 09/24/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.