Fiduciary Litigation Paralegal
Listed on 2026-03-01
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Law/Legal
Legal Secretary -
Administrative/Clerical
Legal Secretary
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.
- 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
- Minimum of 3 years of paralegal experience in fiduciary litigation and guardianship matters
- Probate and trust administration experience preferred
- 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
Known for its commitment to action and tangible results, Cozen O’Connor has rapidly grown to become one of North America’s fastest‑growing law firms. Offering full‑service expertise in litigation, business law, and government relations, the firm serves a diverse clientele, including global Fortune 500 companies, growing middle‑market firms, startups, and high‑profile individuals. Established in 1970, Cozen O’Connor has more than 1,000 attorneys who help clients manage risk and make better business decisions.
The firm counsels clients on their most sophisticated legal matters in all areas of the law, including litigation, corporate, and regulatory law. Representing a broad array of leading global corporations and middle‑market companies, Cozen O’Connor services its clients’ needs through 35 offices across two continents. The firm is consistently ranked among the top 100 law firms in America and has received recognition from prestigious legal and business organizations such as Chambers & Partners, The American Lawyer, The Legal 500, and Best Lawyers.
Cozen O’Connor is dedicated to excellence and strives to achieve the right results for its clients, no matter how complex or critical the legal challenges may be.
Cozen O’Connor is committed to fostering greater inclusion in the legal profession. We understand the organizational effectiveness that comes from welcoming and valuing differences within the firm, and we know that assembling a team with a breadth of perspectives and experience is necessary to provide the highest quality legal service. We encourage candidates to apply and join us in this effort.
Cozen O’Connor actively welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.
Cozen O’Connor is an Equal Opportunity Employer, including disabled and veterans.
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