Legacy Wealth Transfer & Fiduciary Settlement Specialist

Legacy Wealth Transfer & Fiduciary Settlement Specialist

Company: HireNow Staffing (Direct Placement Partner)

HireNow Snapshot

HireNow Staffing is actively recruiting a seasoned, highly skilled Legacy Wealth Transfer & Fiduciary Settlement Specialist to join one of our valued client partners in Naples, Florida. This full-time onsite opportunity is ideal for an experienced legal professional with extensive expertise supporting sophisticated estate and trust administration matters involving high-net-worth individuals and families.

The successful candidate will oversee complex estate and trust administration from initial asset identification through final distribution while supporting attorneys with probate filings, fiduciary documentation, federal transfer tax filings, and client communications. This role requires exceptional organizational abilities, strong attention to detail, sound judgment when handling confidential matters, and a thorough understanding of Florida probate procedures.

HireNow Package

Compensation: $70,000–$95,000 annually

Benefits & Work Location: Full-Time | Onsite – Naples, Florida | Comprehensive Benefits Package | Medical, Dental & Vision Insurance | 401(k) | Paid Time Off | Paid Holidays | Professional Development Opportunities

HireNow Checklist

HireNow Staffing is recruiting a Legacy Wealth Transfer & Fiduciary Settlement Specialist who demonstrates the following:

• Minimum five years of Florida estate and trust administration experience.
• Extensive hands-on experience managing estate administration from asset collection through final distribution.
• Practical experience preparing or supporting federal tax filings including IRS Forms 706, 709, and 1041.
• Strong knowledge of Florida probate rules, court procedures, fiduciary administration, and electronic filing requirements.
• Experience preparing probate pleadings, fiduciary documentation, estate inventories, schedules, accountings, and supporting legal documents for attorney review.
• Ability to coordinate multiple estate administration matters while effectively managing deadlines and court timelines.
• Strong communication skills when interacting with attorneys, fiduciaries, beneficiaries, financial institutions, accountants, and other professionals.
• Proficiency with Microsoft Office and legal practice management, probate administration, tax preparation, and document management software.
• Formal paralegal education through a certificate program, associate degree, or equivalent legal training.
• Exceptional proofreading, organization, accuracy, and attention to detail.
• Ability to maintain the highest level of professionalism, confidentiality, and client service.
• Authorized to work in the United States with no current or future sponsorship requirements.
• Ability to work full-time onsite in Naples, Florida.
• Meets all required qualifications while demonstrating multiple preferred qualifications.

HireNow Standout Candidates

Candidates will receive the strongest consideration if they demonstrate:

• Extensive experience supporting high-net-worth estate and trust administration matters.
• Advanced knowledge of federal estate, gift, fiduciary income, and transfer tax reporting requirements.
• Experience coordinating complex probate proceedings involving multiple beneficiaries and diverse asset portfolios.
• Strong working knowledge of legal technology platforms, probate management software, and tax preparation systems.
• Exceptional project management skills with the ability to independently prioritize numerous active files.
• Outstanding client service abilities while working with attorneys, fiduciaries, accountants, financial advisors, and family members.
• Stable employment history demonstrating long-term legal experience, technical expertise, and career progression within estate planning, probate, or trust administration.

HireNow Disqualifiers

The following will prevent candidates from moving forward in the hiring process:

• Frequent unexplained job changes or unstable employment history (jumpy resumes will not be accepted or interviewed).
• Less than five years of Florida estate and trust administration experience.
• No practical experience supporting IRS Forms 706, 709, or 1041.
• Limited knowledge of Florida probate procedures or electronic filing requirements.
• No formal paralegal education or equivalent legal training.
• Inability to work full-time onsite in Naples, Florida.
• Applicants requiring employment sponsorship now or in the future.
• Candidates who do not meet the core qualifications listed for this position.

HireNow Staffing Disclaimer

HireNow Staffing is acting as a direct placement partner for this Legacy Wealth Transfer & Fiduciary Settlement Specialist opportunity. All candidate information is handled confidentially and evaluated against defined requirements. This job description outlines the general scope of responsibilities and qualifications. Duties may evolve based on client needs and business growth. Only candidates meeting the core qualifications will be considered for interview. Client-specific information will be shared only with qualified candidates during the interview process.

https://www.careers-page.com/hirenow-staffing-inc/job/4R638Y47