Bequest Paralegal in Providence, RI| LawFirmStaff

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Title : Bequest Paralegal

Location : Rhode Island - Providence
Refer to Job # LWQJ828198


Bequest Paralegal The candidate will obtain and review the donor's will, trust, beneficiary designation, death certificate, and other documents related to the estate or trust administrations; Independent review and editing of legal documents such as waivers, receipts, releases and providing same for review to bequest attorney or client, as appropriate; Communicate directly with financial institutions, estate and trust fiduciaries, and/or their attorney to facilitate the efficient collection of charitable bequests. Appropriately monitor progress of estate and trust administration to ensure timely receipt of bequests; Collaborate with bequest attorney, team members, and clients; Prepare acknowledgement letters and/or releases to estate and trust fiduciaries, confirming receipt of funds when necessary; Appropriately maintain bequest database for interoffice and client review of files; Record up-to-date notifications, correspondence, and follow-ups in bequest database. Associates degree or equivalent required, Bachelor's degree and/or paralegal certificate preferred, Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.) required., Minimum 1 year of Trusts & Estates paralegal experience required.
 
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