Hybrid Estates Assistant bei Cozen O'Connor Corporation
Cozen O'Connor Corporation · Boca Raton, Vereinigte Staaten Von Amerika · Hybrid
- Junior
- Optionales Büro in Boca Raton
Estates Assistant
Responsibilities
- E-file all probate pleadings and process e-service.
- Uploading Orders to the court portal.
- Draft probate and Trust administration pleadings using Westlaw/Lexis Nexis and Form Builder software and Word.
- Track service of notice to creditors and accountings on beneficiaries of an estate or trust
- Scheduling hearings.
- Docketing probate/trust documents in each file from open to close.
- Prepare packages to clients, beneficiaries, IRS, creditors, etc. include correspondence and all enclosures.
- Call clerks and Judicial Assistants; emailing court staff regarding probate and/or guardianship cases.
- Calendar all deadlines.
- Record deeds and related documents.
- Process all probate mail, which includes regular mail, certified mail, USPS Priority mail and Fed-Ex.
- Keep track and enter billable time for client work.
- Copy and scan appropriate documents to iManage, file and organize documents to each probate/trust administration matter.
- Prepare certified mail packets.
- Assist with maintenance of original documents in Will safe.
- Submitting check requests via firm’s software Chrome River.
- Allocate credit card charges for client costs.
- Correspond with clients on follow-ups.
- Prepare various correspondences such as letters to the court requesting certified copies and returning original documents to clients.
- Attend signing meetings as witness as needed.
- Assist in phone coverage, answers phones, and processes mail.
- Perform clerical related duties such as photocopying, faxing, scanning, filing and collating.
Qualifications
- 2-4 years of related experience in Probate & Trust administration and/or Estate Planning.
- Meticulous attention to detail.
- Must have strong multitasking skills.
- Extensive experience with Word and Excel.
- Experience with Litify and other database management software is preferred.
- 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
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. Founded in 1970, Cozen O’Connor has over 825 attorneys practicing internationally in 31 cities across North America and Europe. 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.
Jetzt bewerben
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.
