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ESTATE AND TRUST PARALEGAL

Advatix, Inc. · Naples, FL
Salary $70K – $93K
Category Legal
Type FULL TIME
Posted 10d ago
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Job description

ESTATE AND TRUST PARALEGAL Location : Naples, Florida (Onsite — NO REMOTE — NO HYBRID)

Compensation

$70,000 - $93,000 per year

About the Role

Our Client  is seeking an experienced Estate and Trust Paralegal to manage estate and trust administration matters from asset collection through final distributions at the firm's Naples, Florida office.

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 Advatix®, Inc. is one of the world’s leading providers of e-commerce Supply Chain and Logistics Consulting Services and Solutions that enable its clients to transform their operations for speed, service, and cost of fulfillment and delivery of goods and services. We are committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer.