Trusts and Estates Paralegal

Cozen O'Connor

Trusts and estates paralegal administering estates, trusts, probate, and tax filings at Cozen O’Connor law firm. Supporting attorneys and coordinating customized family office services.

Posted 8/19/2026full-timePhiladelphia • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge in the administration of trusts and estates, with proven experience in managing confidential information and preparing estate-related tax returns. Strong organizational and communication skills are essential for coordinating with clients and financial advisors.

Highest-signal resume keywords

Estate AdministrationTrust AdministrationFederal Estate Tax ReturnsMicrosoft Office SuiteInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Estate AdministrationTrust AdministrationFederal Estate Tax ReturnsFiduciary AccountingsAdvanced Accounting FunctionsFederal Gift Tax Returns

Soft Skills

Interpersonal SkillsDetail OrientedOrganizational SkillsWritten CommunicationOral Communication

Tools & Technologies

Microsoft Office SuiteExcelOneSourceTrustdesk

Certifications & Qualifications

Bachelor's DegreeParalegal Certificate

Industry Keywords

ProbateEstate PlanningFiduciary ServicesFinancial AdvisorsBeneficiaries

About the role

Key responsibilities & impact

Serve as the lead contact for personal representatives for estates and trusts, beneficiaries, financial advisors, and accountants
Work with financial advisors and others to maintain accurate financial records
Manage day-to-day estate administration
Coordinate probate of Wills and appointment of personal representatives
Collect and value assets; arrange payment of debts and expenses
Prepare and file Federal and State estate and inheritance tax returns
Coordinate with accountants to prepare income and fiduciary returns
Facilitate tax payments and distributions to beneficiaries
Terminate estates
Prepare and file fiduciary accountings with moderate supervision by attorneys
Prepare Federal gift tax returns
Coordinate delivery of family office services with the HomeBase team for a customized client experience

Requirements

What you’ll need

A minimum of 5 years of experience in a legal environment
Advanced knowledge of the administration of trusts and estates
Ability to manage confidential information with discretion
Strong interpersonal skills to build a rapport with team and clients
Proven computer/technology skills in Microsoft Office Suite, including Excel
Familiarity with advanced accounting functions is required
Familiarity with OneSource is preferred but not required
Experience with Trustdesk preferred
Detail oriented and able to work independently
Excellent organizational and written/oral communication skills
Ability to juggle multiple priorities in a fast-paced environment
A bachelor's degree and/or paralegal certificate required

Benefits

Comp & perks

Hybrid work schedule (3/2)
Equal Opportunity Employer, including disabled and veterans
Inclusive workplace commitment
Career returners welcome; gaps in experience are not penalized