Paralegal - Trusts & Estates in Providence, RI| LawFirmStaff

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Title : Paralegal - Trusts & Estates

Location : Rhode Island - Providence
Refer to Job # CDQD742206


Paralegal - Trusts & Estates The candidate should have trusts and estates and/or estate settlement experience for new and growing bequest administration and management practice. Should have 3+ years of experience in trusts and estates legal work, strong organizational skills, attention to detail, strong writing skills, work ethic, and a desire and ability to work well in a team environment. Examples of duties and responsibilities: Communicate daily with legal counsel and clients. Obtain and review all documents related to estate or trust administration which identify bequests for benefit of non-profit clientele./ Coordinate with legal counsel to ensure proper designation of donor intent regarding gift restrictions. Communicate directly with non-profit clients, estate and trust fiduciaries, and their legal counsel to facilitate the efficient payment of charitable bequests. Obtain and review all probate and tax filings to facilitate prompt and accurate distribution of bequest proceeds to non-profit clientele. Responsible for substantial caseload with firms bequest administration legal counsel.
 
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