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Be ready to explain estate/trust terminology, conflict-of-interest awareness, and how you prioritize multi-party timelines.
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.
At HireNow Staffing, a Legacy Wealth Transfer & Fiduciary Settlement Specialist typically coordinates estate and trust settlement work for client placements: gathering asset inventories, tracking fiduciary deadlines, liaising with attorneys and financial custodians, documenting distributions, and keeping heirs and trustees informed. Days mix file review, stakeholder calls, and status reporting for the staffing firm’s end clients.
No. The listing is on-site in the Naples, Florida area.
HireNow Staffing is the employer/staffing firm of record for this Legacy Wealth Transfer & Fiduciary Settlement Specialist placement; day-to-day work centers on fiduciary settlement support for client needs.
Prior trust, estate, probate, or fiduciary operations experience, plus strong documentation and stakeholder communication skills.
HIRENOW STAFFING — Naples, Los Angeles County 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 To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
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