Trust & Estates Case Manager – Paralegal

Job not on LinkedIn

🕒 September 18

⛰️ Colorado, Connecticut, +13 more states – Remote

⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🌽 Illinois – Remote ⚜️ Louisiana – Remote 🦞 Maine – Remote 🏖️ New Jersey – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🍂 Massachusetts – Remote ⚓ Rhode Island – Remote 🌴 South Carolina – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ⚔️ Virginia – Remote

💵 $21 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Paralegal

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Chisholm Chisholm & Kilpatrick LTD

WebsiteLinkedInAll Job Openings

201 - 500 employees

🛡️ Insurance

🏥 Healthcare

⚖️ Legal

Insurance • Healthcare • Legal

Chisholm Chisholm & Kilpatrick LTD is a law firm with a national reputation in Veterans Law, ERISA & Long-Term Disability, and Bequest Management. They provide expert legal services to veterans seeking VA disability benefits, individuals dealing with ERISA and long-term disability insurance disputes, and bequest management for nonprofits. CCK is recognized for its dedication to client-centered advocacy, assisting veterans and other clients in obtaining the benefits and legal outcomes they deserve, with a specialized focus on VA disability appeals and ERISA litigation.

📋 Description

• Review, interpret, and edit legal documents, including wills, trusts, waivers, receipts, releases, inventories, and accountings • Ensure document accuracy before submission to the bequest attorney or client • Communicate directly with financial institutions, estate and trust fiduciaries, and/or their legal representatives • Facilitate efficient collection of charitable bequests • Monitor estate and trust administration progress to ensure timely receipt of bequests • Collaborate with bequest attorneys, team members, and clients • Draft and send correspondence, including confirmation letters to fiduciaries • Maintain accurate and up-to-date case records in the bequest database • Collect and properly record necessary documentation • Document notifications, correspondence, and follow-up actions in the database for internal and client review • Complete training on trusts and estates, probate, and estate settlement

🎯 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 • Ability to analyze legal documents • Strong organizational skills • Self-motivated, with 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 • Cover letter required • Resume required • Writing sample required • Transcript required • Remote employees must maintain a professional workspace and reliable internet with minimum 30 Mbps upload speed

🏖️ Benefits

• Options for medical, dental, and vision insurance, including options for employer-paid medical insurance for the employee • Other wellness benefits • Gym membership reimbursement • 15 days of PTO, increasing over time • 12 paid company holidays in 2026 • 401k matching • Paid Parental Leave • Full-time Monday through Friday schedule, 8:00AM–4:30PM Eastern Time • Remote work option in specified states • Rhode Island employees may choose a hybrid schedule • Training provided for the position

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