Estate Planning Assistant

Overview

Our client is seeking an experienced Estate Planning Assistant to support a sophisticated Trusts & Estates practice focused on high-net-worth individuals, estate administration, trust administration, probate matters, and transfer tax planning.

Competitive Base Salary + Benefits

• Manage estate and trust administration matters from opening through final distribution
• Coordinate collection, valuation, and transfer of estate and trust assets
• Assist with beneficiary distributions and trust settlements
• Prepare probate pleadings, petitions, inventories, accountings, notices, and related filings
• Coordinate electronic filings with Florida courts
• Track probate deadlines and procedural requirements
• Prepare estate inventories and asset schedules
• Assist with preparation of estate tax returns, gift tax filings, and fiduciary income tax returns
• Serve as liaison between attorneys, clients, beneficiaries, and outside advisors

• Minimum 5 years of Florida estate and trust administration experience
• Strong knowledge of probate administration procedures
• Experience with trust administration matters
• Familiarity with estate, gift, and fiduciary income tax filings
• Knowledge of federal transfer tax concepts
• Experience with Florida court e‑filing systems
• Proficiency with Microsoft Office Suite

• Paralegal Certificate or formal legal training
• Bachelor's Degree
• Experience working with high-net-worth clients
• Experience with estate administration software and trust accounting