Are you an experienced legal professional with expertise in estate planning and trust management? A well-established law firm is seeking a Trust Administration Paralegal in Naples to assist attorneys in managing trust administration processes, ensuring compliance with fiduciary duties, and facilitating seamless estate distributions. In this role, you will work closely with trustees, beneficiaries, and financial professionals to support all aspects of trust administration, from preparing legal documents to overseeing asset transfers. If you have a strong understanding of Florida trust laws and a keen eye for detail, this position offers a rewarding opportunity to expand your legal career in estate law.
About This Role
The Trust Administration Paralegal in Naples role provides a unique chance to work in the specialized field of trust and estate administration. This position requires proficiency in trust document preparation, financial and tax compliance, and beneficiary communications. You will assist attorneys in trust funding, trust accounting, and ensuring that all trust distributions are executed in accordance with the grantor’s wishes. Additionally, you will collaborate with estate planning professionals to help clients navigate complex trust structures. If you are looking for a career that offers intellectual challenge, client interaction, and opportunities for professional growth in a thriving legal practice, this role is an excellent fit.
Key Responsibilities: Trust Administration Paralegal
As a Trust Administration Paralegal in Naples, you will play a crucial role in managing trust administration, ensuring legal compliance, and supporting attorneys in estate and fiduciary matters. This position requires expertise in Florida trust laws, financial asset management, and estate planning processes. Your responsibilities will include client coordination, document preparation, tax compliance, and trust distribution oversight.
Trust Administration and Management
- Assist in the day-to-day administration of revocable and irrevocable trusts, ensuring compliance with trust terms and applicable laws.
- Manage trust funding, including asset transfers, re-titling of accounts, and property documentation.
- Oversee trust distributions, ensuring that assets are allocated to beneficiaries per the trust agreement.
- Maintain detailed records of trust transactions, asset movements, and fiduciary activities.
Trust Document Preparation and Review
- Draft, proofread, and finalize legal documents, including:
- Trust agreements and amendments
- Trustee appointment documents
- Certification of trust and affidavits
- Trust funding and beneficiary designation forms
- Notices to creditors, heirs, and beneficiaries
- Ensure accuracy and legal compliance in all trust-related documents before submission or execution.
Beneficiary and Trustee Communication
- Act as a primary point of contact for trustees, beneficiaries, and financial professionals, providing updates and answering inquiries.
- Coordinate and facilitate meetings between trustees, beneficiaries, attorneys, and estate planning advisors.
- Address and resolve beneficiary concerns, ensuring transparency and compliance with fiduciary duties.
- Provide guidance to trustees regarding their legal obligations and responsibilities in managing trust assets.
Asset Valuation and Trust Accounting
- Work with financial institutions, investment firms, and real estate professionals to assess and document trust assets.
- Prepare trust accountings, including income reports, disbursement summaries, and expense tracking.
- Maintain organized financial records to ensure proper distribution of trust assets and avoid mismanagement.
- Assist in handling appraisals, tax implications, and financial reporting related to trust property and investments.
Estate Tax and Fiduciary Compliance
- Assist attorneys in preparing and filing trust-related tax documents, including IRS Form 1041 (fiduciary income tax returns) and estate tax returns (IRS Form 706).
- Ensure that trust assets are managed and distributed in compliance with federal and Florida estate tax laws.
- Monitor tax deadlines and communicate with accountants and tax professionals to avoid penalties.
- Research and summarize changes in estate tax regulations and their impact on trust administration.
Trust Litigation and Dispute Resolution Support
- Assist attorneys in trust-related litigation cases, including disputes over fiduciary duty, trustee mismanagement, or contested trusts.
- Prepare litigation documents, such as pleadings, discovery requests, witness lists, and deposition summaries.
- Organize case files, review evidence, and draft reports to support attorneys in mediation and court proceedings.
- Communicate with beneficiaries and financial advisors to mitigate conflicts and maintain compliance with trust agreements.
Real Estate and Property Transfers
- Draft and process deeds, affidavits, and title documents to ensure the seamless transfer of real estate into and out of trusts.
- Coordinate with title companies, county clerks, and financial institutions for property transfers and ownership adjustments.
- Ensure that real estate held in trusts is properly documented, appraised, and accounted for in estate distributions.
Legal Research and Compliance Monitoring
- Conduct research on Florida trust laws, fiduciary duties, and legal precedents affecting trust administration.
- Ensure compliance with state and federal trust regulations, including probate avoidance strategies.
- Assist attorneys in preparing legal memoranda and compliance reports on trust-related matters.
Client Relations and Administrative Duties
- Manage case files, client correspondence, and document repositories related to trust administration.
- Maintain an organized calendar of trust deadlines, tax filings, and legal obligations.
- Track and record billable hours for trust administration tasks and generate invoices as needed.
- File legal documents electronically or in person with appropriate courts or administrative agencies.
Confidentiality and Ethical Standards
- Maintain strict confidentiality regarding client financial information, trust agreements, and legal proceedings.
- Adhere to ethical standards and fiduciary responsibilities in trust management and administration.
- Ensure that all trust-related actions align with Florida trust laws, tax regulations, and client directives.
This Trust Administration Paralegal position offers a rewarding opportunity to apply your expertise in estate planning, work with high-net-worth clients, and contribute to a team specializing in trusts and estate law. If you are a detail-oriented, experienced paralegal looking to build a successful career in trust administration, this role provides long-term stability and career growth in a top-tier law firm in Naples.
Why This Opportunity Stands Out
The Trust Administration Paralegal position in Naples offers an exciting and rewarding career path for experienced legal professionals specializing in estate planning, trusts, and fiduciary law. Here’s why this role is a standout opportunity:
- Work with a Top-Ranked Estate Planning Firm – Join a prestigious law firm known for its expertise in trust administration, estate planning, and fiduciary matters.
- Specialized Expertise in Trust Law – Gain hands-on experience in revocable and irrevocable trusts, asset protection, and complex estate planning strategies.
- High-Value Estate Management – Work with high-net-worth clients, large estate portfolios, and multi-generational wealth preservation cases.
- Client-Centric and Meaningful Work – Assist trustees and beneficiaries in navigating trust administration, ensuring compliance, and securing long-term asset protection.
- Collaboration with Top Attorneys – Work closely with renowned estate planning attorneys, financial advisors, and tax professionals.
- Competitive Compensation and Benefits Package – Enjoy a strong salary, performance-based bonuses, and benefits including paid time off, health insurance, and professional development opportunities.
- Opportunities for Career Growth – Expand your legal knowledge in trust taxation, estate law, and fiduciary responsibilities, setting yourself up for long-term success.
- Thriving Legal Market in Naples – Benefit from working in a high-demand legal market with opportunities to build valuable professional connections.
If you are a detail-oriented and highly organized legal professional looking for an opportunity to grow your expertise in trust and estate law, this Trust Administration Paralegal position in Naples is an exceptional career move.
FAQs About the Role
Q: What qualifications are required for this position?
A: A bachelor’s degree in legal studies, business, or a related field or a paralegal certification is required. Candidates should have at least 3-5 years of experience in estate planning, trust administration, or probate law.
Q: What are the primary responsibilities of this role?
A: You will manage trust administration, assist in asset transfers, prepare legal documents, conduct fiduciary accounting, and ensure trust distributions comply with Florida estate laws.
Q: Does this role involve client interaction?
A: Yes, you will communicate directly with trustees, beneficiaries, estate executors, and financial institutions to oversee trust matters and asset distributions.
Q: Is prior experience in trust law necessary?
A: Yes, candidates must have direct experience in trust administration, estate planning, or fiduciary law, with strong knowledge of Florida trust statutes.
Q: What software and tools will I need to use?
A: You will use case management software, estate planning tools, document drafting software, and legal research platforms (such as Westlaw or LexisNexis).
Q: Will I assist with trust litigation?
A: Yes, you may support attorneys in trust-related litigation, including fiduciary disputes, contested trusts, and estate disputes.
Q: What makes this role different from other paralegal positions?
A: This position provides specialized experience in trust law, asset management, and estate planning, offering career growth opportunities in an in-demand legal field.
Q: Is this a full-time position?
A: Yes, this is a full-time role based in Naples, providing job stability and advancement opportunities.
Q: What kind of clients will I work with?
A: You will work with trustees, high-net-worth individuals, estate executors, and attorneys specializing in estate planning and fiduciary law.
Q: Are there professional growth opportunities in this role?
A: Absolutely! This role offers mentorship, legal training, and exposure to complex trust and estate cases, setting the foundation for long-term career success in estate law.
If you’re looking for a challenging yet fulfilling career in estate planning and trust administration, this Trust Administration Paralegal opportunity in Naples is the perfect fit. Apply today!
How to Apply for This Trust Administration Paralegal Job in Naples
If you are an experienced legal professional looking to advance your career in estate planning and trust administration, don’t miss this opportunity to secure one of the most rewarding Trust Administration Paralegal jobs in Naples. Submit your resume and cover letter today to join a top-tier law firm specializing in trust management, fiduciary compliance, and estate law.
This position offers the chance to work on complex trust administration cases, collaborate with leading estate planning attorneys, and gain in-depth experience in trust and fiduciary law. With competitive compensation, professional growth opportunities, and exposure to high-value estate planning, this role is ideal for motivated legal professionals seeking long-term career success. Don’t wait—apply today and become an essential part of a premier estate law team!
For more information about similar opportunities or to explore how JRG Partners can assist in your legal career advancement, visit our Paralegal Recruiters Naples, FL page.
Tags: Trust Administration Paralegal Naples | Estate Planning Paralegal Jobs | Fiduciary Law Careers | Paralegal Jobs Naples FL
