Probate & Trust Paralegal

4 weeks ago


Boca Raton, United States Cozen O'Connor P.C. Full time

The Boca Raton office of Cozen O’Connor is seeking a full-time Probate and Trust Paralegal to join the Private Client Services group. The candidate should have a minimum of 3-5 years paralegal experience in Probate and Trust Administration. The candidate should have strong communication, organizational and interpersonal skills and be comfortable prioritizing and balancing a variety of tasks. The candidate must have the ability to manage confidential information with discretion, be able to handle trust/estate administrations from inception through to completion, and a desire to grow in the position. The firm is offering a hybrid work schedule of 3 days in the office, 2 days remote for all paralegals. Experience in preparing estate and gift tax returns, knowledge in Litify and Westlaw Firm Builder a plus.

Probate and Trust Administration responsibilities:

  • Management of probate and trust administration files from initial client contact through completion of the process
  • Preparation of Asset Information Spreadsheets
  • Prepare all required probate and trust administration documentation for client meetings
  • Status letters to clients and beneficiaries
  • E-filing court documents
  • E-filing deeds
  • Work closely with clients, beneficiaries and other advisors throughout the process
  • Obtain all necessary information and documentation
  • Organizing and indexing documents and asset information
  • Calendar and handle follow-ups.

Experience in Estate and Wealth Preservation Planning a plus but not required.

A four-year college degree or paralegal certificate required.

Cozen O'Connor is an Equal Opportunity Employer, including disabled and veterans.

Cozen O’Connor is committed to employing a diverse complement of attorneys and staff, and to fostering greater inclusion in the legal profession. We understand the organizational effectiveness that comes from welcoming and valuing difference within the firm, and we know that assembling a team with a rich diversity of perspectives and experience is necessary to providing the highest quality legal service. We encourage candidates to apply and join us in this effort.

Cozen O'Connor actively welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.



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