Probate and Trusts Paralegal

Probate and Trusts Paralegal

Cozen O’Connor’s Boca Raton office is seeking a full‑time Probate and Trust Paralegal to join the Private Client Services group. The ideal candidate has a minimum of five years of experience in Probate and Trust Administration, strong communication, organizational, and interpersonal skills, and the ability to manage confidential information with discretion.

Responsibilities

• Manage probate and trust administration files from initial client contact through completion of the process.
• Prepare asset information spreadsheets.
• Prepare all required probate and trust administration documentation for client meetings.
• Issue status letters to clients and beneficiaries.
• e‑file court documents and deeds.
• Work closely with clients, beneficiaries, and other advisors throughout the process.
• Obtain all necessary information and documentation.
• Organize and index documents and asset information.
• Maintain calendar and handle follow‑ups.

Qualifications

• Experience in Estate and Wealth Preservation Planning is a plus.
• Four‑year college degree, paralegal certificate, or five years of experience required.
• Knowledge of Litify and Westlaw Firm Builder preferred.
• Experience preparing estate and gift tax returns.
• Experience working with high‑net‑worth families.

Work Schedule

Hybrid: 3 days in the office, 2 days remote.

Cozen O’Connor is known for its commitment to action and tangible results. Since 1970 the firm has grown to over 925 attorneys practicing in 32 cities across North America and Europe, consistently ranked among the top 100 law firms in America. We serve a diverse clientele, including global Fortune 500 companies, growing middle‑market firms, startups, and high‑profile individuals.

Cozen O’Connor is dedicated to inclusion and welcomes candidates who have previously left the workforce. Gaps in experience are not penalized.

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