The American Diabetes Association (ADA) is seeking a Senior Estate Administrator to oversee the daily management of estate administration files, including wills and trusts, claim forms, mineral interests, split-interest agreements or perpetual trusts, and other assets. Reporting to the Senior Vice President of Planned Giving and Estate Administration, this position has two primary responsibilities: 1) managing a caseload of estate files independently by reviewing documents, preparing receivables, and processing distributions, and 2) supervising two paralegals who handle estate matters, assisting with file reviews, ensuring receivables are submitted and distributions are received, and overseeing related activities through regular meetings and management tasks.
RESPONSIBILITIES
Collaborate effectively with departmental colleagues and cross-functional teams—incl. field markets, finance, and call centers—while overseeing two paralegals throughout all phases of estate administration.
Apply legal expertise to interpret and analyze documents, supporting paralegals in reviewing materials such as accountings, inventories, wills, trusts, claim forms, petitions, receipts, releases, real estate contracts, settlement agreements, and more.
Proactively initiate communication with law firms and fiduciaries to obtain required estate documentation, conduct document reviews, prepare receivables, and manage data efficiently.
When necessary, conduct follow-ups regarding distributions, fiduciary appointments, estate statuses, and administrative processes, and compose condolence, acknowledgment, and closing correspondence.
Independently manage estate files, including opening and closing matters, ensuring all pertinent documents are integrated into digital records, documenting interactions with donor records, and assisting with daily estate mail processing.
Maintain comprehensive digital records for each estate or trust matter and facilitate the transition from hard copy files to electronic systems.
As assigned, complete claim forms for life insurance, brokerage accounts, annuities, etc., upon notification that the organization has been designated a beneficiary.
Independently review estate documentation to identify the organization’s interest as a residuary beneficiary, recipient of a specific bequest, or potential future/split interest.
Engage with external parties to obtain beneficiary information, asset valuations, and estate provisions for the calculation of receivables or recognition of investment income.
Conduct independent reviews of financial records—such as bank statements, annual reports, accountings, and inventories—and, as necessary, coordinate the liquidation of assets in accordance with gift acceptance policies.
Collaborate with the CFO and relevant staff to execute releases, receipts, and other estate‑related forms.
Prioritize estate administration activities to optimize revenue generation while maintaining compliance with audit requirements.
Manage multiple matters concurrently, demonstrating attention to detail, organizational skills, and effective supervision of paralegals to ensure adherence to estate file management protocols as outlined above.
QUALIFICATIONS Education/Experience
A Juris Doctor degree from an accredited law school is required
A minimum of three years' experience in estate and trust administration is required
Bar admission is preferred
Experience in the non‑profit sector is optional
Knowledge Required
Probate and trust administration
Estate and trust litigation
Basic accounting principles and concepts
Asset valuation and liquidation
Asset and security transfers
Strong organizational skills
Effective written and oral communication abilities
Proficiency with MS Access, MS Excel, MS Word, and MS Outlook
Attention to detail and capacity to manage multiple tasks in a fast‑paced environment
Ability to be flexible – working independently and with colleagues
Leadership Qualities
Travel Requirements: 10% – 15%
WHY WORK HERE The American Diabetes Association (ADA) offers a rewarding career working for one of the premier voluntary health organizations in the world supporting people with type 1, type 2 and gestational diabetes. Our employees like working at the ADA because of our mission, the inclusive environment, work‑life balance, our benefits and our culture:
Industry competitive base pay ranging from
$136,000 - $148,000
for this role. Base offers are determined by several factors including but not limited to your relevant work experience, education, certifications, location, internal pay equity, etc.
A culture of recognition including new hire welcome announcements, service anniversary awards, referral bonuses, monthly All Employee Assembly, appreciation awards
Generous Paid Time Off, including holidays, vacation days, personal days and sick days
Comprehensive benefits package including medical, dental, vision, Flexible Spending Accounts (FSA), disability & life insurance, pet insurance and retirement savings
Guided by our mission, we provide top tier diabetes supply coverage through our medical benefits program
A company focus on offering mental health programs and work/life balance with most of our employees working remote
Joining our dedicated team affords the gratification of knowing beyond a doubt that you will impact the lives and well‑being of millions
About the Organization About the Organization The American Diabetes Association (ADA) is a leader in the fight to end diabetes. Our mission is to prevent and cure diabetes and improve the lives of all people affected by diabetes. We provide lifesaving education and resources backed by trusted experts to help people learn how to make life with diabetes easier until the day diabetes is gone for good. Through research, the ADA searches relentlessly for a cure and supports the professionals who provide direct care. Our team is on the ground fighting for those with diabetes who suffer discrimination, health inequity, high health care costs and so much more. Employees of the ADA embrace this mission and vision and keep people living with diabetes at the center of everything we do.
Location: Remote, US – Nationwide
Employment Type: Full‑Time
EOE Statement: It is the policy of the American Diabetes Association to provide equal employment opportunity to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, pregnancy, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law.
This position is currently accepting applications.
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RESPONSIBILITIES
Collaborate effectively with departmental colleagues and cross-functional teams—incl. field markets, finance, and call centers—while overseeing two paralegals throughout all phases of estate administration.
Apply legal expertise to interpret and analyze documents, supporting paralegals in reviewing materials such as accountings, inventories, wills, trusts, claim forms, petitions, receipts, releases, real estate contracts, settlement agreements, and more.
Proactively initiate communication with law firms and fiduciaries to obtain required estate documentation, conduct document reviews, prepare receivables, and manage data efficiently.
When necessary, conduct follow-ups regarding distributions, fiduciary appointments, estate statuses, and administrative processes, and compose condolence, acknowledgment, and closing correspondence.
Independently manage estate files, including opening and closing matters, ensuring all pertinent documents are integrated into digital records, documenting interactions with donor records, and assisting with daily estate mail processing.
Maintain comprehensive digital records for each estate or trust matter and facilitate the transition from hard copy files to electronic systems.
As assigned, complete claim forms for life insurance, brokerage accounts, annuities, etc., upon notification that the organization has been designated a beneficiary.
Independently review estate documentation to identify the organization’s interest as a residuary beneficiary, recipient of a specific bequest, or potential future/split interest.
Engage with external parties to obtain beneficiary information, asset valuations, and estate provisions for the calculation of receivables or recognition of investment income.
Conduct independent reviews of financial records—such as bank statements, annual reports, accountings, and inventories—and, as necessary, coordinate the liquidation of assets in accordance with gift acceptance policies.
Collaborate with the CFO and relevant staff to execute releases, receipts, and other estate‑related forms.
Prioritize estate administration activities to optimize revenue generation while maintaining compliance with audit requirements.
Manage multiple matters concurrently, demonstrating attention to detail, organizational skills, and effective supervision of paralegals to ensure adherence to estate file management protocols as outlined above.
QUALIFICATIONS Education/Experience
A Juris Doctor degree from an accredited law school is required
A minimum of three years' experience in estate and trust administration is required
Bar admission is preferred
Experience in the non‑profit sector is optional
Knowledge Required
Probate and trust administration
Estate and trust litigation
Basic accounting principles and concepts
Asset valuation and liquidation
Asset and security transfers
Strong organizational skills
Effective written and oral communication abilities
Proficiency with MS Access, MS Excel, MS Word, and MS Outlook
Attention to detail and capacity to manage multiple tasks in a fast‑paced environment
Ability to be flexible – working independently and with colleagues
Leadership Qualities
Travel Requirements: 10% – 15%
WHY WORK HERE The American Diabetes Association (ADA) offers a rewarding career working for one of the premier voluntary health organizations in the world supporting people with type 1, type 2 and gestational diabetes. Our employees like working at the ADA because of our mission, the inclusive environment, work‑life balance, our benefits and our culture:
Industry competitive base pay ranging from
$136,000 - $148,000
for this role. Base offers are determined by several factors including but not limited to your relevant work experience, education, certifications, location, internal pay equity, etc.
A culture of recognition including new hire welcome announcements, service anniversary awards, referral bonuses, monthly All Employee Assembly, appreciation awards
Generous Paid Time Off, including holidays, vacation days, personal days and sick days
Comprehensive benefits package including medical, dental, vision, Flexible Spending Accounts (FSA), disability & life insurance, pet insurance and retirement savings
Guided by our mission, we provide top tier diabetes supply coverage through our medical benefits program
A company focus on offering mental health programs and work/life balance with most of our employees working remote
Joining our dedicated team affords the gratification of knowing beyond a doubt that you will impact the lives and well‑being of millions
About the Organization About the Organization The American Diabetes Association (ADA) is a leader in the fight to end diabetes. Our mission is to prevent and cure diabetes and improve the lives of all people affected by diabetes. We provide lifesaving education and resources backed by trusted experts to help people learn how to make life with diabetes easier until the day diabetes is gone for good. Through research, the ADA searches relentlessly for a cure and supports the professionals who provide direct care. Our team is on the ground fighting for those with diabetes who suffer discrimination, health inequity, high health care costs and so much more. Employees of the ADA embrace this mission and vision and keep people living with diabetes at the center of everything we do.
Location: Remote, US – Nationwide
Employment Type: Full‑Time
EOE Statement: It is the policy of the American Diabetes Association to provide equal employment opportunity to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, pregnancy, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law.
This position is currently accepting applications.
#J-18808-Ljbffr