Zirtual
A legal service provider is seeking a part-time Trust Funding Paralegal to support estate planning by managing trust funding processes. The role involves gathering client asset information, preparing funding documents, and ensuring timely communication with clients. Ideal candidates should have at least 2 years of relevant experience, along with proficiency in asset tracking tools like Decision Vault or Legacy Vault. This remote position demands strong organizational skills and attention to detail, ensuring assets are correctly transferred into trusts.
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