Estate Administration Paralegal in Naples, FL| LawFirmStaff

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Title : Estate Administration Paralegal

Location : Florida - Naples
Refer to Job # OHNW700605


Estate Administration Paralegal The candidate will serve in all aspects of estate and trust administration, including court filings and meeting deadlines, asset gathering and transfers, and communications with investment advisors and trust companies. Should have 5+ years of experience in estate and trust administration for high net worth clients, including preparation of Federal 706 estate tax returns, maintaining case files, and knowledge or preparation of fiduciary accountings and income tax returns. Must have experience in coordinating complex trust distribution plans with beneficiaries and financial institutions. Florida Registered Paralegals (or CLAs) are preferred.
 
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