Trust Funding Paralegal - Remote

Overview

The Trust Funding Paralegal supports the estate planning team by managing all aspects of trust funding from start to finish, ensuring assets are properly transferred into trusts.

In Short

• Part-time position, 20 hours per month.
• Gathers and organizes client asset information.
• Prepares key funding documents.
• Works with financial institutions and title companies.
• Utilizes platforms like Decision Vault and Legacy Vault.
• Maintains accurate records of asset transfers.
• Communicates regularly with clients for updates.
• Ensures timely execution of tasks and projects.
• Responsible for detailed documentation in the case management system.

Requirements

• Strong attention to detail.
• Proactive communication skills.
• Experience with trust funding processes.
• Familiarity with estate planning documentation.
• Ability to manage multiple tasks efficiently.

Benefits

• Work-life balance.
• Support from an Account Supervisor.
• Opportunity to work independently with law firms.