Cozen O'Connor · 22 hours ago
Estate Planning Assistant
Boca Raton, FL
Full-time
Onsite
Entry Level
2+ years expCozen O’Connor is a rapidly growing law firm known for its commitment to action and tangible results. They are seeking an Estate Planning Assistant with strong Estate Planning experience to support their Boca Raton office by preparing and finalizing documents, assisting attorneys, and performing clerical duties.
ConsultingGovernmentLegal
Responsibilities
Finalize draft documents to send to clients for review
Prepare documents in final for client signature
Prepare and send copies of documents requested by clients and advisors
Prepare correspondence as requested for transmittal of documents
Assist Paralegals and attorneys with various projects
Processes original signed documents by binding originals for clients, converting documents to PDF format, linking files to the database, preparing dockets, uploading documents to Citrix ShareFile, preparing letters to clients and original receipts
Record a variety of documents through E-recording website
Other tasks as assigned to support the estate planning department
Perform clerical related duties such as photocopying, faxing, scanning, filing and collating
Various errands, deliveries to post office, answers phones, processes mail, and orders USPS and FedEx supplies
Qualification
Required
2-4 years of related experience in Estate planning
Meticulous attention to detail
Must have strong multitasking skills
A ‘Can-do' attitude
Extensive experience with Word and Excel
Knowledge of Florida E-Filing portal
Good working knowledge of office equipment i.e., copy machines, printers, fax machines, scanners, computers and Microsoft Office software
Able to work both independently and as part of a team
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