Estate Planning Assistant

Job Description

Cozen O’Connor has an excellent opportunity for an Estate Planning Assistant with strong Estate Planning experience in our Boca Raton office. The ideal candidate is an enthusiastic self-starter, who is able to multi‑task under time constraints with exceptional attention to detail, take initiative, think strategically and independently and interact with all levels of the firm.

• Finalize draft documents to send to clients for review.
• Prepare documents in final form 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.
• Process original signed documents by binding originals for clients, converting documents to PDF format, linking files to the database, preparing dockets, uploading documents to Citrix Share File, 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, answering phones, processing mail, and ordering USPS and Fed Ex supplies.

• 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 such as copy machines, printers, fax machines, scanners, computers and Microsoft Office software.
• Able to work both independently and as part of a team.

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.