Trust & Estates Case Manager – Paralegal

This is a fully remote position, open to applicants in Colorado, +14 more states.

📋 Description

• Review, analyze, and edit legal documents such as wills, trusts, waivers, receipts, releases, inventories, and accountings.

• Ensure the accuracy of documents prior to their submission to the bequest attorney or client.

• Engage in direct communication with financial institutions, estate and trust fiduciaries, and/or their legal representatives.

• Facilitate the smooth collection of charitable bequests.

• Monitor the progress of estate and trust administration to guarantee timely receipt of bequests.

• Collaborate effectively with bequest attorneys, team members, and clients.

• Draft and dispatch correspondence, including confirmation letters to fiduciaries.

• Maintain precise and current case records in the bequest database.

• Gather and accurately record all necessary documentation.

• Document notifications, correspondence, and follow-up actions in the database for both internal and client review.

• Complete training related to trusts and estates, probate, and estate settlement.

⛳️ Requirements

• Associate degree or equivalent is required.

• Proficient in Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.).

• Excellent written and verbal communication skills.

• Strong attention to detail.

• Ability to analyze legal documents effectively.

• Solid organizational skills.

• Self-motivated with the ability to work independently and manage multiple tasks efficiently.

• Strong collaboration skills and ability to accept and implement constructive feedback.

• Bachelor’s degree and/or paralegal certificate is preferred.

• Experience in legal, administrative, or financial settings is preferred.

• Interest in estate law, non-profit work, or probate administration is preferred.

• Cover letter is required.

• Resume is required.

• Writing sample is required.

• Transcript is required.

• Remote employees must maintain a professional workspace and reliable internet connection with a minimum upload speed of 30 Mbps.

🏝️ Benefits

• Options for medical, dental, and vision insurance, including employer-paid medical insurance for the employee.

• Additional wellness benefits.

• Gym membership reimbursement.

• 15 days of paid time off (PTO), increasing over time.

• 12 paid company holidays in 2026.

• 401k matching program.

• Paid Parental Leave.

• Full-time schedule from Monday to Friday, 8:00 AM to 4:30 PM Eastern Time.

• Remote work option available in specified states.

• Employees in Rhode Island may opt for a hybrid work schedule.

• Comprehensive training provided for the position.