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Legacy Wealth Transfer & Fiduciary Settlement Specialist

  • Company: Hire Now Staffing
  • Location: Naples, California
  • Salary: $70,000–$95,000/yr
  • Full Time
  • Company site
  • $70,000–$95,000/yr

Hire Now Staffing at a glance

HIRENOW STAFFING — Naples, California

Position Summary

We are currently seeking a Legacy Wealth Transfer & Fiduciary Settlement Specialist to join our client partner in Naples, Florida. This full-time onsite position is perfect for an experienced legal professional with a proven track record in estate planning and fiduciary management.

Core Duties

  • Evaluate and manage complex estate plans and trusts
  • Facilitate the transfer of wealth to beneficiaries in accordance with legal requirements
  • Ensure compliance with all relevant laws and regulations
  • Provide guidance and support to clients during critical life events
  • Prepare and submit necessary documentation for court filings and other legal proceedings

Requirements

  • A minimum of 5 years’ experience in estate planning, trust administration, or a related field
  • A Juris Doctor (JD) degree from an accredited law school
  • Licensed to practice law in the state of Florida
  • Strong understanding of probate and fiduciary laws
  • Exceptional communication skills, both written and verbal
  • Ability to handle sensitive information with discretion and confidentiality

About HireNow Staffing

HireNow Staffing is a direct placement partner dedicated to connecting experienced professionals with top-tier opportunities. Our client in Naples, Florida, values expertise and reliability in their legal team members.

How to Apply

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What people say about Hire Now Staffing

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Aggregated from public discussions and news; opinions are the authors’ own.

Working in Naples, California

🇺🇸 Relocation safety for US: Exercise Normal Cautionvia Warnely, CC BY 4.0

National unemployment rate in US: 4.2%via World Bank

Private-sector wage growth (year over year): 3.1%via FRED

National quits rate: 1.9%via FRED (BLS JOLTS)

Weekly initial unemployment claims: 197,000via FRED

GDP per capita in US: $90,027via World Bank

Consumer price inflation in US: 2.9% (annual) — via World Bank

Real GDP growth in US: 2.2% (annual) — via World Bank

Average hours worked per year in US: 1,800via OECD

Be ready to explain estate/trust terminology, conflict-of-interest awareness, and how you prioritize multi-party timelines.

  • Walk through a past settlement or high-stakes admin file end to end
  • Describe how you handle incomplete records or family disputes
  • Show comfort with compliance, privacy, and accurate documentation

Strong fit if you are detail-driven, calm under sensitive family situations, and experienced with trusts, estates, or fiduciary administration. HireNow Staffing’s Naples placement is on-site (not remote), so local presence and reliability matter as much as technical knowledge.

Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.

Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.

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Listing facts

  • Role Legacy Wealth Transfer & Fiduciary Settlement Specialist
  • Employer Hire Now Staffing
  • Location Naples, California
  • Type Full Time
  • Pay (from listing) $70,000–$95,000/yr
  • Posted August 1, 2026
  • Apply by September 1, 2026
  • Country United States
  • Overview Full job description on this page (217 words)

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Legacy Wealth Transfer & Fiduciary Settlement Sp… Hire Now Staffing · Naples, California · $70,000–$95,000/yr