Fiduciary Litigation Paralegal

Cozen O'Connor Corporation • Boca Raton, FL

2d

About The Position

The Boca Raton office of Cozen O’Connor is seeking a full-time Fiduciary Litigation Paralegal to join its Private Client Services group. This position supports sophisticated fiduciary litigation matters, including guardianship, estate and trust disputes, and related probate proceedings. The ideal candidate will have at least one year of experience in fiduciary litigation and guardianship matters, strong organizational and communication skills, and the ability to manage multiple matters in a fast paced legal environment. Probate and trust administration experience is a plus.

Requirements

• Minimum of 3 years of paralegal experience in fiduciary litigation and guardianship matters
• Bachelor’s degree or paralegal certificate required (ABA approved preferred)
• Strong written and verbal communication skills
• Excellent organizational skills and attention to detail
• Ability to manage confidential and sensitive information with discretion
• Proficiency with: Florida Courts E Filing Portal Microsoft Office (Word, Outlook, Excel) Matter management, document management and time/billing systems (e.g., Litify, iManage, Laurel, Aderant, or similar)
• Ability to prioritize tasks and manage multiple matters simultaneously
• Desire for long term growth within the firm

Nice To Haves

• Probate and trust administration experience preferred

Responsibilities

• Draft pleadings, motions, notices, discovery requests and responses, and other litigation documents for attorney review
• Prepare correspondence to courts, judicial assistants, clients, beneficiaries, witnesses, and co counsel
• Coordinate and schedule depositions, hearings, mediations, and client meetings
• Manage client communications, including telephone calls, emails, requests, and case status updates
• Maintain and organize electronic and physical case files, including indexing and preparation for hearings and trial
• Handle Florida e filing, e service, and e recording requirements
• Review monthly pre bills to ensure accuracy and compliance with firm billing guidelines
• Manage probate and trust administration files from initial client intake through closing
• Prepare asset information spreadsheets and organize supporting documentation
• Draft probate and trust administration documents for attorney review
• Prepare status letters and routine correspondence to clients and beneficiaries
• E file court documents and deeds
• Work closely with clients, beneficiaries, fiduciaries, and other professional advisors
• Calendar deadlines, track follow ups, and ensure timely completion of tasks

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level