Trust amp Estates Case Manager

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Trust & Estates Case Manager

The candidate will independent review and editing of legal documents such as wills, trusts, waivers, receipts, releases, inventories, and accountings, providing same for review to bequest attorney or client, as appropriate. Communicate directly with financial institutions, estate and trust fiduciaries, and/or their attorney to facilitate the efficient collection of charitable bequests. Appropriately monitor progress of estate and trust administration to ensure timely receipt of bequests. Collaborate with bequest attorney, team members, and clients. Prepare various letters to estate and trust fiduciaries, confirming receipt of funds when necessary. Appropriately maintain bequest database, to include obtaining all necessary documents, for interoffice and client review of files. Record up-to-date notifications, correspondence, and follow-ups in bequest database. Associate’s degree or equivalent experience is required. Bachelor’s degree and/or paralegal certificate is preferred.

Additional Information

Send resume, cover letter and transcript.

Company info

Chisholm Chisholm & Kilpatrick LTD
One Turks Head Place Suite 1100
Providence
Rhode Island
United States 02903
Website : https://cck-law.com/