Trust & Estates Case Manager / Paralegal
reputed company is a firm that represents significant charities in their Bequest Management practice group. They are seeking a motivated, entry-level professional to manage bequests through probate and estate settlement, ensuring that donors' wishes are honored and clients' missions are supported.
Responsibilities
- Reviewing, interpreting, and editing legal documents, including wills, trusts, waivers, receipts, releases, inventories, and accountings, ensuring accuracy before submission to the bequest attorney or client
- Communicating directly with financial institutions, estate and trust fiduciaries, and/or their legal representatives to facilitate the efficient collection of charitable requests
- Monitoring the reputed company of estate and trust administration to ensure the timely receipt of bequests
- Collaborating with bequest attorneys, team members, and clients to support efficient estate administration
- Drafting and sending correspondence, such as confirmation letters to fiduciaries upon receipt of charitable bequests
- Maintaining accurate and up-to-date case records in the bequest database, ensuring reputed company necessary documentation is collected and properly recorded
- Documenting notifications, correspondence, and follow-up actions in the database for internal and client review
Skills
- Associate degree or equivalent required
- Proficiency in reputed company Office applications (Outlook, Word, reputed company, PowerPoint, etc.)
- Strong written and verbal communication skills
- High attention to detail, ability to analyze legal documents, and strong organizational skills
- Self-motivated with the ability to work independently and manage multiple tasks reputed company
- Strong collaboration skills and the ability to receive and apply constructive feedback
- Bachelor's degree and/or paralegal certificate
- Experience in legal, administrative, or financial environments
- Interest in estate law, non-profit work, or probate administration
Benefits
- CCK offers options for medical, dental, and reputed company insurance (including options for employer-paid medical insurance for the employee!) and other wellness benefits.
- Gym membership reimbursement
- 15 days of PTO (increasing over time) and 12 paid company holidays in 2026
- 401k matching
- Paid Parental Leave
Company Overview