Trust & Estates Case Manager / Paralegal

At Chisholm Chisholm & Kilpatrick LTD, our Bequest Management practice group represents some of the nation’s most significant charities. We manage our clients’ bequests through probate and other requirements of estate settlement, to ensure that donors’ wishes are honored, and our clients’ missions are supported.

CCK is seeking a motivated, entry-level professional to join our team! An ideal candidate will be self-motivated, interested in representing charities, and possess strong written and verbal communication skills. This position offers a unique opportunity to gain important skills while doing meaningful work. No prior legal or estate experience is required. All training for the position will be provided.

• Responsibilities:

After completing training on trust & estates, probate, and estate settlement, a Trust & Estates Case Manager will be responsible for:

· 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 progress 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 all necessary documentation is collected and properly recorded.

· Documenting notifications, correspondence, and follow-up actions in the database for internal and client review.