Senior Trust & Estate Case Manager - Remote

Overview

Chisholm Chisholm & Kilpatrick LTD is seeking an experienced paralegal with trusts and estates knowledge to join our growing Bequest Management practice group as a Senior Trusts and Estates Case Manager in the Providence, RI office. Our Bequest Management group represents some of the nation’s most significant charities, overseeing the bequest administration through probate and other estate settlement processes, to ensure donors’ wishes are honored and our client’s missions are supported.

In Short

• 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 attorney to facilitate the efficient collection of charitable bequests.
• 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.
• Maintain bequest database for interoffice and client review of files.
• Record notifications, correspondence, and follow-ups in bequest database.
• Assist bequest partners with client reporting and communication.
• Answer questions from less experienced paralegals.

Requirements

• Associates degree or equivalent required.
• Bachelor’s degree and/or paralegal certificate preferred.
• Proficiency in Microsoft Office applications required.
• Experience with case management software preferred.
• 3+ years of Trusts & Estates paralegal experience required.

Benefits

• Salary range: $70,000 through $90,000, commensurate with experience.
• Options for medical, dental, and vision insurance.
• Gym membership reimbursement.
• 15 days of PTO and 12 paid company holidays in 2025.
• 401k matching.
• Paid Parental Leave.