Trust & Estates Paralegal

Job Locations US-FL-Naples
Job ID 2022-3112
Category
Paralegal

Overview

Nelson Mullins is seeking an experienced trust & estates paralegal for our Naples office.  The paralegal will support the attorneys with trust & estates related matters.

A Day in the Life

Be prepared to hit the ground running!  You’ll be working directly with attorneys on a variety of tasks, including: meeting with clients, trustees, and family members, and communicating with beneficiaries; drafting correspondence and estate planning documents; preparing deeds, asset spreadsheets, probate pleadings, etc.; marshalling, organizing, and analyzing asset information; preparing valuation of assets; preparing inventories, asset allocation agreements, asset transfer documents, etc.; and disseminating information from bank, brokerage, and other financial statements.

 

 

We Know You

You describe yourself as dependable and extremely organized.  Your problem solving and analytical skills are matched by your excellent math and computer skills, including at least an intermediate command of Excel.  You are proficient with Florida Courts E-Filing, as well as with MS Word, Excel, and Office.  You are a pro at proofreading and communicate clearly and concisely, always demonstrating a keen attention to detail.  Your knowledge base includes familiarity with all the following: probate process and rules, use of probate forms, etc.; federal estate tax returns and gift tax returns; local court rules and procedures; and Wealth Transfer Planning Software.

  • Minimum of 2 years (preferably 3-5 years) trust & estate paralegal experience, along with a bachelor’s degree and a paralegal certificate. Experience may be substitued for education. 

Who We Are

With over 930 attorneys and professionals, Nelson Mullins has strong roots in the business community and an appreciation for new directions in the business world. As a Firm, Nelson Mullins has a strong foundation of community service and good citizenship. Our paralegal professionals likewise promote these values, with opportunities to participate and play roles in various pro bono and community service initiatives. We collaborate with each other and with our clients, working side-by-side towards shared goals.

 

Our Paralegal Department Training Program, staff meetings, retreats, and paid professional association membership allow for continuous opportunities for growth.  We offer hybrid work schedules, quarterly and annual awards in recognition of exceptional contributions, and discretionary bonuses may be available to eligible professionals based on performance.

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