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Trust & Estates Case Manager / Paralegal

Company

Chisholm Chisholm & Kilpatrick LTD

Location

providence, United-States

Type

Full-time

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. Job Type Full-time Responsibilities Review, interpret, and edit legal documents, including wills, trusts, waivers, receipts, releases, inventories, and accountings, ensuring accuracy before submission to the bequest attorney or client. Communicate directly with financial institutions, estate and trust fiduciaries, and/or their legal representatives to facilitate the efficient collection of charitable requests. Monitor the progress of estate and trust administration to ensure the timely receipt of bequests. Collaborate with bequest attorneys, team members, and clients to support efficient estate administration. Draft and send correspondence, such as confirmat...

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