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Cozen O'Connor · 1 day ago

Probate and Trusts Paralegal

Boca Raton, FL

Full-time

Hybrid

Senior Level

5+ years exp

Cozen O'Connor is one of North America's fastest-growing law firms, seeking a full-time Probate and Trust Paralegal to join their Private Client Services group. The role involves managing probate and trust administration files, preparing documentation, and working closely with clients and beneficiaries throughout the process.

ConsultingGovernmentLegal

H1B Sponsor Likely

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

Qualification

Probate AdministrationTrust AdministrationLitifyWestlaw Firm BuilderCommunication SkillsOrganizational SkillsInterpersonal Skills

Required

Minimum of 5 years paralegal experience in Probate and Trust Administration

Strong communication, organizational and interpersonal skills

Ability to manage confidential information with discretion

Ability to handle trust/estate administrations from inception through to completion

Desire to grow in the position

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

Preferred

Experience in preparing estate and gift tax returns

Experience working with high net worth families

Knowledge in Litify and Westlaw Firm Builder

Experience in Estate and Wealth Preservation Planning

Company

Cozen O'Connor

Cozen O'Connor is a full-service firm with nationally recognized practices in litigation, business law, and government relations.

Founded in 1970

Philadelphia, Pennsylvania, USA

1001-5000 employees

https://www.cozen.com

H1B Sponsorship

Cozen O'Connor has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2024 (2)

2023 (1)

2022 (1)

2020 (1)