Paralegal – Estates & Trusts – Naples

Overview

Paralegal – Estates & Trusts – Naples Jobs in Fort Worth, USA at Dentons US LLP

Paralegal
– Estates & Trusts
– Naples

Posted on September 10, 2025

Culture and Engagement at Dentons

Fostering an inclusive and welcoming culture is a core priority  are committed to creating an environment that values and respects the contributions of all colleagues. By attracting, supporting, promoting and retaining highly qualified individuals of various backgrounds and experiences, we strengthen our ability to provide innovative solutions, deliver exceptional client service, and advance the success of our Firm. Dentons takes an active approach to promoting a collaborative and inclusive workplace by investing in professional development and culture initiatives.

Responsibilities

and practice

Dentons Cohen & Grigsby is seeking a full‑time experienced Estates & Trusts Paralegal for our Naples, Florida office; this is an in‑office position. This position will support the Estates & Trusts Practice Group and will report to the Estates & Trusts Practice Group Lawyers. In brief, research law, investigate facts, and prepare documents to assist the Estates & Trusts Lawyers by performing the following duties:

• Under the supervision of a lawyer, values assets, prepares accountings related to trust and estate administration and various tax returns including federal estate tax, fiduciary income taxes, reports
• Prepares drafts of various estate plan documents, codicils, agreements, forms and status reports
• Prepares and delivers communications to clients, estate administrators, beneficiaries, interested parties
• Research simple to complex legal and factual issues and summarizes for internal and external review and use
• Assists with the creation, organization and maintenance of forms, client materials and attorney work product in software and databases including Microsoft Word, Microsoft Excel, etc.
• Drafting client’s documents for review by an attorney; documents that are commonly prepared by a probate paralegal include Estate Planning documents, such as Wills, Powers of Attorney, Healthcare Directives, and Living Wills, and Probate Estate documents such as Petitions, Motions, Testamentary Letters, Inventories, Accountings, and Notices
• Assists with on‑going administrative client matters including preparation of routine EINs, tracks various calendaring events, tracks billable and non‑billable time and inputs into timekeeping system, adheres to firm’s administrative standards
• Assist with trust administration tasks such as maintain trust accounts, bill payments, bank reconciliations, correspondence, and communications regarding same
• Assists with the drafting of letters, making phone calls, and sending faxes to various other professionals. This may include:
• Working with banks to help personal representatives collect estate assets, arrange the return of a vehicle on which it holds a loan, or help an employee who is personal representative of an estate
• Notifying creditors of the estate’s intention not to pay a bill, negotiating a compromise, or arranging for payment of a debt
• Arranging for income, gift, or inheritance taxes to be prepared
• Collecting assets from retirement, investment, and other accounts

Position requirements Personal skills/attributes

• Analytical
  – Synthesizes complex or diverse information;
  Collects and researches data
• Design
  – Demonstrates attention to detail
• Problem Solving
  – Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully
• Interpersonal Skills
  – Focuses on solving conflict, maintains confidentiality
• Oral Communication
  – Listens and gets clarification; responds well to questions
• Written Communication
  – Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; is able to read and interpret written information
• Teamwork
  – Balances team and individual responsibilities; contributes to building a positive team spirit
• Professionalism
  – Accepts responsibility for own actions; follows through on commitments
• Quality
  – Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality
• Attendance/Punctuality
  – Is consistently at work and on time
• Dependability
  – Follows instructions, responds to direction; commits to long hours of…

Title: Paralegal – Estates & Trusts – Naples

Company: Dentons US LLP

Location: Fort Worth, USA

Category: