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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 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, working with high net worth families, knowledge in Litify and Westlaw Firm Builder a plus.
Responsibilities
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.
Qualifications
- Experience in Estate and Wealth Preservation Planning a plus but not required.
- A four-year college degree or, paralegal certificate, or 5 years experience required.
