Probate and Trusts Paralegal

Cozen O'Connor Corporation•Boca Raton, FL

10d•Hybrid

About The Position

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.

Requirements

A four-year college degree or, paralegal certificate, or 5 years experience required.

Nice To Haves

Experience in Estate and Wealth Preservation Planning a plus but not required.
Experience in preparing estate and gift tax returns, working with high net worth families, knowledge in Litify and Westlaw Firm Builder a plus.

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.