Mid - Level Corporate Paralegal handling startups, capital markets, and M&A responsibilities. Incorporating technology companies and managing public company matters across multiple U.S. offices.
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Hybrid Entry Level Trust & Estates Case Manager – Paralegal
Posted 13 hours ago
About the role
- Entry Level Case Manager at Chisholm Chisholm & Kilpatrick LTD managing bequests for charities. Responsibilities include reviewing legal documents, collaborating with fiduciaries, and ensuring accurate record-keeping.
Responsibilities
- Reviewing, interpreting, and editing legal documents, including wills, trusts, waivers, receipts, releases, inventories, and accountings
- Communicating directly with financial institutions, estate and trust fiduciaries, and/or their legal representatives
- Monitoring the progress of estate and trust administration
- Collaborating with bequest attorneys, team members, and clients
- Drafting and sending correspondence
- Maintaining accurate and up-to-date case records in the bequest database
- Documenting notifications, correspondence, and follow-up actions in the database
Requirements
- Associate degree or equivalent required
- Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.)
- Strong written and verbal communication skills
- High attention to detail and ability to analyze legal documents
- Strong organizational skills
- Self-motivated with the ability to work independently and manage multiple tasks efficiently
- Strong collaboration skills and ability to receive and apply constructive feedback
- Bachelor’s degree and/or paralegal certificate (preferred)
- Experience in legal, administrative, or financial environments (preferred)
- Interest in estate law, non-profit work, or probate administration (preferred)
Benefits
- Medical, dental, and vision insurance options
- Employer-paid medical insurance for the employee
- Gym membership reimbursement
- 15 days of PTO (increasing over time)
- 12 paid company holidays in 2025
- 401k matching
- Paid Parental Leave
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