Trust & Estates Paralegal

Job Summary

Seeking a motivated entry-level Trust & Estates Paralegal to work fully remote, responsible for reviewing legal documents, communicating with financial institutions, and monitoring estate administration while gaining valuable skills in a supportive environment.

Key responsibilities

• Review, interpret, and edit legal documents to ensure accuracy before submission
• Communicate with financial institutions and fiduciaries to facilitate the collection of charitable requests
• Maintain accurate case records and document notifications in the bequest database

Required qualifications

• Associate degree or equivalent required
• Proficiency in Microsoft Office applications
• Strong written and verbal communication skills
• High attention to detail and strong organizational skills
• Self-motivated with the ability to work independently and manage multiple tasks efficiently