KLR Executive Search Group LLC
Trust & Estates Paralegal
KLR Executive Search Group LLC, Providence, Rhode Island, us, 02912
Overview
KLR Executive Search Group is partnering with a well-established New England law firm seeking an experienced Trusts & Estates Paralegal to join its trusts and estates practice. The team represents significant charities, overseeing estate administration through probate and related processes. Responsibilities
Review and manage donors’ wills, trusts, beneficiary designations, and related documents. Independently draft, review, and edit legal documents such as waivers, receipts, and releases. Communicate with financial institutions, fiduciaries, and attorneys to facilitate timely collection and administration of estate assets. Monitor and track estate and trust administration progress, maintaining accurate case management records. Prepare acknowledgment letters or releases confirming receipt of funds. Collaborate with attorneys, team members, and clients, providing support on client reporting and special projects. Mentor junior paralegals and assist with internal training programs. Qualifications
Associate degree required; Bachelor’s degree or paralegal certificate preferred. 3+ years of trusts and estates paralegal experience. Strong knowledge of trusts and estates administration, probate, and charitable estate planning. Excellent communication, attention to detail, and organizational skills. Proficient in Microsoft Office; experience with case management software preferred. Highly proactive, able to manage multiple priorities, and a collaborative team player. After a month of on-site training, remote work may be allowed to work remotely up to three days per week at the supervisor’s discretion. Office Hours: Monday–Friday, 8:00 AM to 5:30 PM. Details
Location: Providence, RI Salary: $45,000 - $90,000 Seniority level
Mid-Senior level Employment type
Full-time Job function
Legal, Writing/Editing, and Research Industries
Law Practice and Legal Services
#J-18808-Ljbffr
KLR Executive Search Group is partnering with a well-established New England law firm seeking an experienced Trusts & Estates Paralegal to join its trusts and estates practice. The team represents significant charities, overseeing estate administration through probate and related processes. Responsibilities
Review and manage donors’ wills, trusts, beneficiary designations, and related documents. Independently draft, review, and edit legal documents such as waivers, receipts, and releases. Communicate with financial institutions, fiduciaries, and attorneys to facilitate timely collection and administration of estate assets. Monitor and track estate and trust administration progress, maintaining accurate case management records. Prepare acknowledgment letters or releases confirming receipt of funds. Collaborate with attorneys, team members, and clients, providing support on client reporting and special projects. Mentor junior paralegals and assist with internal training programs. Qualifications
Associate degree required; Bachelor’s degree or paralegal certificate preferred. 3+ years of trusts and estates paralegal experience. Strong knowledge of trusts and estates administration, probate, and charitable estate planning. Excellent communication, attention to detail, and organizational skills. Proficient in Microsoft Office; experience with case management software preferred. Highly proactive, able to manage multiple priorities, and a collaborative team player. After a month of on-site training, remote work may be allowed to work remotely up to three days per week at the supervisor’s discretion. Office Hours: Monday–Friday, 8:00 AM to 5:30 PM. Details
Location: Providence, RI Salary: $45,000 - $90,000 Seniority level
Mid-Senior level Employment type
Full-time Job function
Legal, Writing/Editing, and Research Industries
Law Practice and Legal Services
#J-18808-Ljbffr