Trust Funding Paralegal

Yesterday

🎸 Mississippi – Remote

Although this job is listed in Mississippi, this company may be open to hiring remote in other states.

🎸 Tennessee – Remote

Although this job is listed in Tennessee, this company may be open to hiring remote in other states.

+1 more states

🎸 Mississippi – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote

⏳ Contract/Temporary

🟢 Junior

🟡 Mid-level

💼 Paralegal

🚫👨‍🎓 No degree required

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Zirtual

WebsiteLinkedInAll Job Openings

B2B • SaaS • Recruitment

Zirtual is a company providing US-based virtual assistant and outsourcing solutions, including virtual assistants, virtual paralegals, and outbound calling agents. They offer fully managed solutions to help businesses improve efficiency without the hassle of recruiting and retention. Zirtual focuses on high-quality, tech-savvy professionals who transform clients' workdays by turning time-consuming tasks into manageable workloads, allowing clients to focus on core activities. Their offerings are flexible, with subscription-based models and no long-term commitments, making it easy for businesses to scale up or down as needed. Zirtual ensures quick response times and expert support, providing valuable assistance to streamline operations for a variety of business needs.

201 - 500 employees

Founded 2011

🤝 B2B

☁️ SaaS

🎯 Recruiter

💰 $650k Debt Financing on 2015-07

📋 Description

• - Gather and organize client asset information. • - Prepare asset inventories and verify ownership details. • - Draft trust funding documents (deeds, assignments, transfer forms, beneficiary changes). • - Utilize **Decision Vault or Legacy Vault**, **TruState**, and other firm systems to manage asset data and track funding progress. • - Coordinate with financial institutions, title companies, and county recorders. • - Track all asset transfers and maintain accurate status reports. • - Review and confirm completed retitling and recorded documents. • - Communicate regularly with clients to collect needed information and provide updates. • - Maintain thorough documentation in the firm’s case management system.

🎯 Requirements

• - Minimum 2 years of experience in trust funding, estate planning, or a related paralegal role. • - Prior remote work experience with proven ability to manage tasks independently. • - Reliable home internet and a professional remote workspace. • - Experience using__**Decision Vault or Legacy Vault, and TruState**__ for asset tracking and trust funding workflows. • - High attention to detail, strong organizational skills, and consistent follow-through.