Chisholm Chisholm & Kilpatrick LTD
Senior Trust & Estate Case Manager
Chisholm Chisholm & Kilpatrick LTD, Providence, Rhode Island, us, 02912
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Senior Trust & Estate Case Manager
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Chisholm Chisholm & Kilpatrick LTD Get AI-powered advice on this job and more exclusive features. Description
Chisholm Chisholm & Kilpatrick LTD is seeking an experienced paralegal with trusts and estates knowledge to join our growing Bequest Management practice group as a Senior Trusts and Estates Case Manager in the Providence, RI office. Our Bequest Management group represents some of the nation’s most significant charities, overseeing the bequest administration through probate and other estate settlement processes, to ensure donors’ wishes are honored and our client’s missions are supported. Description
Chisholm Chisholm & Kilpatrick LTD is seeking an experienced paralegal with trusts and estates knowledge to join our growing Bequest Management practice group as a Senior Trusts and Estates Case Manager in the Providence, RI office. Our Bequest Management group represents some of the nation’s most significant charities, overseeing the bequest administration through probate and other estate settlement processes, to ensure donors’ wishes are honored and our client’s missions are supported.
An ideal candidate will be interested in representing national non-profits, possess proficient trusts and estates knowledge, and have excellent written and verbal communication skills. This position offers a unique opportunity to work closely with numerous non-profit organizations and assist in furthering their meaningful objectives.
Responsibilities:
Obtain and review the donor’s will, trust, beneficiary designation, death certificate, and other documents related to the estate or trust administrations; Independent review and editing of legal documents such as waivers, receipts, releases and 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 acknowledgement letters and/or releases to estate and trust fiduciaries, confirming receipt of funds when necessary; Appropriately maintain bequest database for interoffice and client review of files; Record up-to-date notifications, correspondence, and follow-ups in bequest database; Help bequest partners with client reporting and communication; Answer less experienced paralegal’s questions; Conduct trainings on Trust and Estate matters and CCK internal policies; Review cases to assess paralegal performance; Help bequest partners with special projects
Requirements
Associates degree or equivalent required Bachelor’s degree and/or paralegal certificate preferred Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.) required Experience with case management software preferred 3+ years of Trusts & Estates paralegal experience required.
Compensation & Benefits:
Salary range: $70,000 through $90,000, commensurate with experience CCK offers options for medical, dental, and vision insurance (including options for employer-paid medical insurance for the employee!) and other wellness benefits. Gym membership reimbursement 15 days of PTO (increasing over time) and 12 paid company holidays in 2025 401k matching Paid Parental Leave
Additional Details:
This role will be required to report to the CCK Headquarters in Providence, RI daily for training for the first month. Our training program includes education on the important subjects of trusts & estates, probate, and estate settlement along with internal procedures. These are central to the work we do for our clients. After successful completion of the training, remote work will be based on supervisor discretion, up to three days a week. Hours are Monday through Friday 8:00 AM to 5:30 PM.
To apply, please submit the following:
Cover letter Resume
CCK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Salary Description
70,000-90,000
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
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Senior Trust & Estate Case Manager
role at
Chisholm Chisholm & Kilpatrick LTD 1 day ago Be among the first 25 applicants Join to apply for the
Senior Trust & Estate Case Manager
role at
Chisholm Chisholm & Kilpatrick LTD Get AI-powered advice on this job and more exclusive features. Description
Chisholm Chisholm & Kilpatrick LTD is seeking an experienced paralegal with trusts and estates knowledge to join our growing Bequest Management practice group as a Senior Trusts and Estates Case Manager in the Providence, RI office. Our Bequest Management group represents some of the nation’s most significant charities, overseeing the bequest administration through probate and other estate settlement processes, to ensure donors’ wishes are honored and our client’s missions are supported. Description
Chisholm Chisholm & Kilpatrick LTD is seeking an experienced paralegal with trusts and estates knowledge to join our growing Bequest Management practice group as a Senior Trusts and Estates Case Manager in the Providence, RI office. Our Bequest Management group represents some of the nation’s most significant charities, overseeing the bequest administration through probate and other estate settlement processes, to ensure donors’ wishes are honored and our client’s missions are supported.
An ideal candidate will be interested in representing national non-profits, possess proficient trusts and estates knowledge, and have excellent written and verbal communication skills. This position offers a unique opportunity to work closely with numerous non-profit organizations and assist in furthering their meaningful objectives.
Responsibilities:
Obtain and review the donor’s will, trust, beneficiary designation, death certificate, and other documents related to the estate or trust administrations; Independent review and editing of legal documents such as waivers, receipts, releases and 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 acknowledgement letters and/or releases to estate and trust fiduciaries, confirming receipt of funds when necessary; Appropriately maintain bequest database for interoffice and client review of files; Record up-to-date notifications, correspondence, and follow-ups in bequest database; Help bequest partners with client reporting and communication; Answer less experienced paralegal’s questions; Conduct trainings on Trust and Estate matters and CCK internal policies; Review cases to assess paralegal performance; Help bequest partners with special projects
Requirements
Associates degree or equivalent required Bachelor’s degree and/or paralegal certificate preferred Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.) required Experience with case management software preferred 3+ years of Trusts & Estates paralegal experience required.
Compensation & Benefits:
Salary range: $70,000 through $90,000, commensurate with experience CCK offers options for medical, dental, and vision insurance (including options for employer-paid medical insurance for the employee!) and other wellness benefits. Gym membership reimbursement 15 days of PTO (increasing over time) and 12 paid company holidays in 2025 401k matching Paid Parental Leave
Additional Details:
This role will be required to report to the CCK Headquarters in Providence, RI daily for training for the first month. Our training program includes education on the important subjects of trusts & estates, probate, and estate settlement along with internal procedures. These are central to the work we do for our clients. After successful completion of the training, remote work will be based on supervisor discretion, up to three days a week. Hours are Monday through Friday 8:00 AM to 5:30 PM.
To apply, please submit the following:
Cover letter Resume
CCK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Salary Description
70,000-90,000
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Other Industries Law Practice Referrals increase your chances of interviewing at Chisholm Chisholm & Kilpatrick LTD by 2x Get notified about new Senior Case Manager jobs in
Providence, RI . Case Manager for our Supervised Apartments
Case Manager, Family Coaching & Visitation
Intensive Case Manager, Go Team CF School Support
West Warwick, RI $47,000.00-$57,000.00 1 day ago Resource Family Navigator, Kinship Cares
Residential Case Manager Brick Academy $2500 retention bonus
Case Manager ICT Clarity Team $2500 retention bonus
Case Manager ICT Trinity Team $2500 retention bonus
Case Manager ICT Highland Avenue Team $2500 retention bonus
Case Manager ICT Pawtucket Health Home Team $2500 retention bonus
Providence, RI $45,000.00-$50,000.00 6 days ago Case Manager ICT Pawtucket Health Home Team $2500 retention bonus
Residential Case Manager Grandview Apartments $2500 retention bonus
Case Manager ICT Pawtucket Health Home Team $2500 retention bonus
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr