Trust Administration Paralegal

3 weeks ago


Naples, Florida, United States Safe Harbor Law Firm Full time
Estate Planning, Probate & Trust Administration Paralegal Job Description

We are seeking a skilled Estate Planning, Probate & Trust Administration Paralegal to join our team at Safe Harbor Law Firm. As a key member of our team, you will play a vital role in supporting our attorneys and assisting in all phases of the estate planning process.

Key Responsibilities:
  • Support the estate planning process by preparing and reviewing documents, conducting research, and communicating with clients
  • Assist in probate and trust administration matters, including managing client relationships and maintaining accurate records
  • Collaborate with our attorneys to ensure seamless delivery of high-quality services to clients
  • Perform administrative tasks, such as scheduling appointments, managing calendars, and coordinating travel arrangements

Requirements:
  • 3+ years of experience as an Estate Planning Paralegal or similar role
  • Certification or Associate's degree as a Paralegal
  • Strong understanding of legal procedures, terminology, and court systems
  • Excellent communication and organizational skills
  • Ability to work effectively in a fast-paced environment

Why Work with Us? At Safe Harbor Law Firm, we offer a dynamic and supportive work environment, competitive salaries, and opportunities for growth and development. If you are a motivated and detail-oriented individual looking to advance your career, apply today

Estimated Salary: $65,000 - $85,000 per year.

  • Naples, Florida, United States Strategic Employment Partners (SEP) Full time

    A prominent law firm seeks a highly skilled Sr. Trust & Estates Paralegal to join their team near Naples, FL.The team boasts long-tenured professionals who have built successful careers within the firm, prioritizing career development and offering ample opportunities for advancement.Responsibilities:Provide high-level paralegal support to Trust & Estates...


  • Naples, Florida, United States Safe Harbor Law Firm Full time

    The Safe Harbor Law Firm is a reputable law firm seeking an experienced Estate Planning, Probate & Trust Administration Paralegal to join our team. As a Paralegal in this role, you will be responsible for providing support to our founding and lead attorney, assisting in all phases of the estate planning process, including probate and trust administration.The...


  • Naples, Florida, United States Safe Harbor Law Firm Full time

    About the Role:    As an Estate Planning, Probate & Trust Administration Paralegal at the Safe Harbor Law Firm, you will have the opportunity to work with a dynamic team to support our clients' needs in estate planning, probate, and trust administration. In this role, you will be responsible for assisting the founding and lead attorney in all phases of...


  • Naples, Florida, United States Safe Harbor Law Firm Full time

    Safe Harbor Law Firm is dedicated to delivering exceptional estate planning services, and we need your expertise to help us achieve this goal. As a Probate and Trust Administration Professional, you will play a critical role in supporting our team and clients throughout the estate planning process.Key ResponsibilitiesCollaborate with our attorney to ensure...


  • Naples, Florida, United States Safe Harbor Law Firm Full time

    Job Overview:    The Safe Harbor Law Firm is seeking a highly skilled Estate Planning, Probate & Trust Administration Paralegal to provide support to our founding and lead attorney. In this role, you will assist in all phases of the estate planning process, including probate and trust administration.Responsibilities:    Act as liaison between...


  • Naples, Florida, United States Walton Enterprises Full time

    Job SummaryWe are looking for a skilled Paralegal to assist in the preparation of estate planning presentations, summaries, and projections. The ideal candidate will have experience in trust and estate-related issues, including fiduciary duties and applicable laws.In this role, you will work closely with attorneys to prepare summaries and presentations,...


  • Naples, Florida, United States DAVID SIMMONS Full time

    About DAVID SIMMONSWelcome to DAVID SIMMONS, a boutique trusts and estates law office dedicated to providing exceptional legal services to our clients. We are committed to building long-lasting relationships and delivering results-driven solutions.As a Paralegal / Legal Assistant / Receptionist at DAVID SIMMONS, you will have the opportunity to work in a...


  • Naples, Florida, United States Safe Harbor Law Firm Full time

    About the RoleSafe Harbor Law Firm seeks an experienced Paralegal to support our attorneys in estate planning, probate, and trust administration. This individual will be responsible for providing administrative support, conducting research, and communicating with clients.Manage case files and maintain accurate recordsAttend or host in-take meetings with...


  • Naples, Florida, United States Lateral Link Full time

    About the RoleThis is a fantastic opportunity for a Trust & Estates Paralegal to join a leading national firm in Naples. As a key member of the team, you will be responsible for administering Trusts & Estates, including tax preparation and probate proceedings.Our client offers a competitive compensation package, including excellent benefits. This position...


  • Naples, Florida, United States Walton Enterprises Full time

    About River Bend AdministrationRiver Bend Administration is associated with Walton Enterprises, LLC, a single family office, and River Bend Holdings, LLC, a private family trust company serving the trust & estate needs of a single, multi-generational family.This is an exciting time to be part of this world-class team, which values diversity, inclusion, and...


  • Naples, Florida, United States LHH Recruitment Solutions Full time

    Job OverviewWe are seeking an experienced Trust and Estate Administration Professional to join our team in Naples, FL. The successful candidate will handle all aspects of trust and estate administration, including reprioritizing tasks as needed.

  • Probate Law Support

    3 weeks ago


    Naples, Florida, United States Safe Harbor Law Firm Full time

    Paralegal Needed for Estate Planning and Probate ServicesSafe Harbor Law Firm is seeking an experienced Paralegal to support our Estate Planning and Probate practice group. As a trusted advisor to our attorneys and clients, you will be responsible for assisting with all aspects of estate planning, probate, and trust administration.Essential Duties and...


  • Naples, Florida, United States Safe Harbor Law Firm Full time

    Job OverviewWe are seeking a highly motivated Estate Planning, Probate & Trust Administration Paralegal to join our team at Safe Harbor Law Firm. The ideal candidate will have 3+ years of experience in estate planning, probate, and trust administration, with excellent research skills and strong verbal and written communication skills.ResponsibilitiesAct as...


  • Naples, Florida, United States Roetzel and Andress Full time

    OverviewRoetzel & Andress is a dynamic firm with a positive work environment that offers competitive compensation and excellent benefits. We provide flexible hybrid remote opportunities, allowing for a great work-life balance. Our team is invested in technology to manage the modern law firm workplace.Job DescriptionWe are seeking a Trust and Estate Planning...


  • Naples, Florida, United States Roetzel & Andress Full time

    About Our FirmAt Roetzel & Andress, we pride ourselves on our commitment to delivering exceptional service to our clients. Our team of experienced attorneys works tirelessly to provide personalized solutions to complex problems.The RoleWe are seeking a highly skilled attorney to join our team as an associate with a focus on trust and estate planning,...


  • Naples, Florida, United States Lateral Link Full time

    Join our dynamic team as a Trusts and Estates Paralegal and play a vital role in shaping the future of our client's organization.Developed and executed by experienced professionals, our approach ensures seamless delivery of high-quality services to clients across the nation.Proficiency in all phases of trust and estate administration, combined with...


  • Naples, Florida, United States DAVID SIMMONS Full time

    About the RoleThis is a full-time position that requires a minimum 2-year or 4-year college degree and/or experience in a law firm or similar professional environment. The ideal candidate will have excellent analytical and writing skills, with the ability to communicate information and ideas clearly and concisely.


  • Naples, Florida, United States Greenleaf Trust Full time

    About UsGreenleaf Trust is committed to delivering top-notch wealth management services, trust administration and retirement plan solutions. Our team upholds the highest standards of fiduciary excellence, tailoring our services to each client's unique needs.Your RoleYou will be responsible for developing and implementing comprehensive wealth management plans...


  • Naples, Florida, United States Denovo Review Full time

    Job Overview:A leading law firm in Naples, FL is looking for an experienced Senior Associate Attorney to join their trust and estate planning team. With a salary range of $250,000-$350,000 per year, this role offers a unique opportunity for growth and development in a dynamic work environment.Key Responsibilities:Develop and implement estate plans for...


  • Naples, Florida, United States Dean Mead Full time

    Estate Planning Career OpportunityWe are seeking a talented Associate Attorney to join our Estate and Succession Planning Group at Dean Mead. As an experienced estate planning professional, you will have the opportunity to work with a team of seasoned attorneys, focusing on estate planning, estate and trust administrations, tax controversies, and estate and...