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Title : Trusts and Estates Case Manager (Bequest Paralegal)

Location : Rhode Island - Providence
Refer to Job # XWBA813764

Trusts and Estates Case Manager (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 attorneys to facilitate the efficient collection of charitable bequests. Appropriately monitor the progress of estate and trust administration to ensure timely receipt of bequests. Collaborate with bequest attorneys, team members, and clients. Prepare acknowledgment 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 the bequest database. Report to the company Headquarters. The candidate must have an Associate's degree or equivalent; Bachelor's degree and/or paralegal certificate preferred. Should preferably have 1-2 years of Trusts & Estates paralegal experience. Must possess excellent written and verbal communication skills, have a high level of attention to detail, research, and analytical skills, and excel at working independently, as well as in a small-team environment. Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.) required. Should have proof of full COVID-19 vaccination.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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