Frederick Fox

Cozen O'Connor

Applied

Sourced

Qualifying

Handoff - Internal Submit

Submitted to Client

Sendout 1

Sendout 2+

Reject

Placed

<h1 style="line-height:1.2;margin:0px;">Trusts and Estates Paralegal</h1><p style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">The Client helps their customers protect what they’ve built and pass it on with precision. As a Trusts and Estates Paralegal in our Philadelphia office, you will turn complex family and wealth-transfer goals into executed documents, funded trusts, and closed estates that stand up to tax, court, and beneficiary scrutiny. Your work directly safeguards client legacies and frees attorneys to advise at the highest level.</p><h2 style="line-height:1.2;margin:0px;">Performance Objectives</h2><ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Prepare, review, and assemble complete estate-planning packages (wills, trusts, powers of attorney, healthcare directives) so that 95% of first drafts require only attorney-level edits.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Administer probate and trust administrations from petition through distribution, tracking deadlines, inventory, accountings, and tax filings to close matters within agreed timelines.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Coordinate asset transfers, beneficiary designations, and funding of trusts, confirming title and account changes are complete and documented within 30 days of execution.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Maintain accurate, audit-ready files and dockets in the firm’s document-management system so that any matter can be reconstructed or handed off without delay.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Support attorneys in client meetings and court appearances by producing calendars, summaries, and exhibit packages that keep proceedings on schedule.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Identify and flag inconsistencies, missing information, or tax-sensitive issues early enough to prevent rework or missed filing dates.</li>
</ul><h2 style="line-height:1.2;margin:0px;">Environment &amp; Resources</h2><p style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">You will report to a Trusts and Estates partner or senior counsel and work closely with a dedicated T&amp;E team plus tax, real-estate, and corporate colleagues. You will have access to the firm’s practice-management and document systems, research tools, and administrative support. The role is based in Philadelphia with hybrid flexibility consistent with firm policy.</p><h2 style="line-height:1.2;margin:0px;">Essential Qualifications</h2><ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Demonstrated ability to draft and organize estate-planning and administration documents that attorneys can finalize with minimal revision.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Proven experience managing probate or trust administrations through court filings, inventories, and distributions without missed statutory deadlines.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Skill in tracking multi-step funding and titling tasks to confirmed completion.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Comfort operating in a high-volume, deadline-driven environment while maintaining accuracy and client confidentiality.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong written communication and file-organization habits that support seamless attorney and client handoffs.</li>
</ul><h2 style="line-height:1.2;margin:0px;">Role Selling Points</h2><ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Work inside a nationally recognized, full-service firm that treats T&amp;E as a core offering, not a sideline.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Collaborate with litigators, tax specialists, and business lawyers so clients receive coordinated, practical advice.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Join a 50-year firm with 925+ attorneys and a culture that values business-minded, results-oriented work.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Philadelphia base with the resources of 32 offices across North America and Europe.</li>
</ul><p style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;"><span style="color:rgb(0, 0, 0);">﻿</span></p><p style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">If you are ready to own the details that protect client wealth and family intentions, apply now. Submit your résumé and a brief note on a matter you shepherded from draft to close.</p>

****************************
Trusts and Estates Paralegal
****************************

The Client helps their customers protect what they’ve built and
pass it on with precision. As a Trusts and Estates Paralegal in
our Philadelphia office, you will turn complex family and
wealth-transfer goals into executed documents, funded trusts, and
closed estates that stand up to tax, court, and beneficiary
scrutiny. Your work directly safeguards client legacies and frees
attorneys to advise at the highest level.

----------------------
Performance Objectives
----------------------

* Prepare, review, and assemble complete estate-planning packages
(wills, trusts, powers of attorney, healthcare directives) so
that 95% of first drafts require only attorney-level edits.
* Administer probate and trust administrations from petition
through distribution, tracking deadlines, inventory, accountings,
and tax filings to close matters within agreed timelines.
* Coordinate asset transfers, beneficiary designations, and
funding of trusts, confirming title and account changes are
complete and documented within 30 days of execution.
* Maintain accurate, audit-ready files and dockets in the firm’s
document-management system so that any matter can be
reconstructed or handed off without delay.
* Support attorneys in client meetings and court appearances by
producing calendars, summaries, and exhibit packages that keep
proceedings on schedule.
* Identify and flag inconsistencies, missing information, or
tax-sensitive issues early enough to prevent rework or missed
filing dates.

---------------------------
Environment & Resources
---------------------------

You will report to a Trusts and Estates partner or senior counsel
and work closely with a dedicated T&E team plus tax, real-estate,
and corporate colleagues. You will have access to the firm’s
practice-management and document systems, research tools, and
administrative support. The role is based in Philadelphia with
hybrid flexibility consistent with firm policy.

------------------------
Essential Qualifications
------------------------

* Demonstrated ability to draft and organize estate-planning and
administration documents that attorneys can finalize with minimal
revision.
* Proven experience managing probate or trust administrations
through court filings, inventories, and distributions without
missed statutory deadlines.
* Skill in tracking multi-step funding and titling tasks to
confirmed completion.
* Comfort operating in a high-volume, deadline-driven environment
while maintaining accuracy and client confidentiality.
* Strong written communication and file-organization habits that
support seamless attorney and client handoffs.

-------------------
Role Selling Points
-------------------

* Work inside a nationally recognized, full-service firm that
treats T&E as a core offering, not a sideline.
* Collaborate with litigators, tax specialists, and business
lawyers so clients receive coordinated, practical advice.
* Join a 50-year firm with 925+ attorneys and a culture that
values business-minded, results-oriented work.
* Philadelphia base with the resources of 32 offices across North
America and Europe.
﻿

If you are ready to own the details that protect client wealth
and family intentions, apply now. Submit your résumé and a brief
note on a matter you shepherded from draft to close.

Trusts and Estates Paralegal

Apply for this Position

Job Description