Overview

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We are partnered with a a well established Naples law firm looking for an experienced Estates & Trust Paralegal to join their team. Great direct hire opportunity with competitive compensation (DOE) & benefits package!

Responsibilities:

-Various will and codicil forms.

-Basic revocable living trust and trust amendment forms.

-Estate binder preparation.

-Client relationship matters: phone calls, correspondence, assisting with asset valuations and asset transfers, assisting with beneficiary designation forms.

-Preparation of accountings.

-Estate binder preparation.

Skills:

-Written communication skills: engagement letters, trust funding letters, etc.

-Interpersonal communication skills.

-Office procedures and billing.

Qualifications:

-10+ years in a paralegal role supporting estates and trusts.

-Knowledge of basic estate planning drafting and documentation:

-Knowledge of and ability to prepare estate and trust administration documents, i.e., probate court forms, trust administration forms, etc.

Qualified candidates please apply with a current resume for immediate consideration!

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