Cozen O'Connor · 11 hours ago
Trusts and Estates Paralegal
Minneapolis, MN
Full-time
Onsite
Mid Level
3+ years expCozen O’Connor is seeking a full-time Trust and Estate Administration Paralegal to support the Private Client, Trusts and Estates group in the Minneapolis office. The role involves managing estate and trust administration tasks, assisting clients in identifying and documenting assets, preparing tax returns, and coordinating with financial advisors and attorneys to ensure a personalized client experience.
ConsultingGovernmentLegal
Responsibilities
Lead contact for personal representatives for estates and trusts, beneficiaries, financial advisors, and accountants. Work with financial advisors and others to maintain accurate financial records
In addition to managing daily estate aspects under moderate supervision the paralegal should coordinate probate of Wills and appointment of personal representatives and assist in preparation for hearings, including use of a HotDocs probate drafting system
Assist clients to identify, collect, and document assets, use EstateVal software and interface with qualified appraisers and outside financial parties, and arrange for payment of debts and expenses
Prepare and file Federal and State estate and inheritance tax returns; assist attorneys in preparation of income and fiduciary returns; facilitate tax payments and distributions to beneficiaries; terminate estates; prepare and file fiduciary accountings
Prepare Federal gift tax returns and manage Crummey letter notification processes
Use title databases and public information, interface with title companies to provide attorneys information from land records
Coordinate the delivery of certain family office services with our HomeBase team, Cozen O’Connor’s integrated family office, for a completely customized client experience
Qualification
Required
3+ years' experience
Knowledge of the administration of trusts and estates
Ability to manage confidential information with discretion
Strong interpersonal skills to build a rapport with clients
Desire to grow in the position
Experience with basic computer programs (including Excel), iManage and InTapp
Familiarity with basic accounting functions
A four-year college degree and/or paralegal certificate
Preferred
Ability to walk clients through basic software functions such as e-signature processes
Familiarity with OneSource and Trustdesk tax return preparation systems
Familiarity with Minnesota probate procedure and court rules
Company
Cozen O'Connor
Cozen O'Connor is a full-service firm with nationally recognized practices in litigation, business law, and government relations.
1001-5000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Brian Gillam
COO
Erin Bushnell
Chief Human Resources Officer
Recent News
The Philadelphia Inquirer
2026-01-19
bloomberglaw.com
2025-11-11
Company data provided by crunchbase