Entry-level Bequest Paralegal in Providence, RI| LawFirmStaff

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Title : Entry-level Bequest Paralegal

Location : Rhode Island - Providence
Refer to Job # YEJN828199


Entry-Level Bequest Paralegal The candidate's duties start with training and education on the important subjects of trusts & estates, probate, and estate settlement. These areas are central to the work we do for charities. Trained paralegals undertake the following responsibilities. 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. Requirements: Associates degree or equivalent required; Bachelor's degree and/or paralegal certificate preferred; Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.) required.
 
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