Trust & Estates Case Manager / Paralegal
Chisholm Chisholm & Kilpatrick LTD, Providence, RI, United States
At Chisholm Chisholm & Kilpatrick LTD, our Bequest Management practice group represents some of the nation’s most significant charities. We manage our clients’ bequests through probate and other requirements of estate settlement, to ensure that donors’ wishes are honored, and our clients’ missions are supported.
Job Type
Full-time
Responsibilities
Review, interpret, and edit legal documents, including wills, trusts, waivers, receipts, releases, inventories, and accountings, ensuring accuracy before submission to the bequest attorney or client.
Communicate directly with financial institutions, estate and trust fiduciaries, and/or their legal representatives to facilitate the efficient collection of charitable requests.
Monitor the progress of estate and trust administration to ensure the timely receipt of bequests.
Collaborate with bequest attorneys, team members, and clients to support efficient estate administration.
Draft and send correspondence, such as confirmation letters to fiduciaries upon receipt of charitable bequests.
Maintain accurate and up-to-date case records in the bequest database, ensuring all necessary documentation is collected and properly recorded.
Document notifications, correspondence, and follow-up actions in the database for internal and client review.
Minimum Qualifications
Associate degree or equivalent required
Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.)
Strong written and verbal communication skills.
High attention to detail, ability to analyze legal documents, and strong organizational skills
Self-motivated with the ability to work independently and manage multiple tasks efficiently
Strong collaboration skills and the ability to receive and apply constructive feedback
Preferred Qualifications
Bachelor’s degree and/or paralegal certificate
Experience in legal, administrative, or financial environments
Interest in estate law, non-profit work, or probate administration
Compensation & Benefits
Starting salary is $21.05 per hour or $43,775 per year
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 2026
401k matching
Paid Parental Leave
Additional Details
This role will be required to report to the CCK Headquarters in Providence, RI daily for the first month of training. After training is complete, there will be an opportunity for a hybrid schedule based on performance.
This is a full-time, non-exempt position. Hours are Monday through Friday 8:00AM to 4:30PM
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.
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Job Type
Full-time
Responsibilities
Review, interpret, and edit legal documents, including wills, trusts, waivers, receipts, releases, inventories, and accountings, ensuring accuracy before submission to the bequest attorney or client.
Communicate directly with financial institutions, estate and trust fiduciaries, and/or their legal representatives to facilitate the efficient collection of charitable requests.
Monitor the progress of estate and trust administration to ensure the timely receipt of bequests.
Collaborate with bequest attorneys, team members, and clients to support efficient estate administration.
Draft and send correspondence, such as confirmation letters to fiduciaries upon receipt of charitable bequests.
Maintain accurate and up-to-date case records in the bequest database, ensuring all necessary documentation is collected and properly recorded.
Document notifications, correspondence, and follow-up actions in the database for internal and client review.
Minimum Qualifications
Associate degree or equivalent required
Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.)
Strong written and verbal communication skills.
High attention to detail, ability to analyze legal documents, and strong organizational skills
Self-motivated with the ability to work independently and manage multiple tasks efficiently
Strong collaboration skills and the ability to receive and apply constructive feedback
Preferred Qualifications
Bachelor’s degree and/or paralegal certificate
Experience in legal, administrative, or financial environments
Interest in estate law, non-profit work, or probate administration
Compensation & Benefits
Starting salary is $21.05 per hour or $43,775 per year
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 2026
401k matching
Paid Parental Leave
Additional Details
This role will be required to report to the CCK Headquarters in Providence, RI daily for the first month of training. After training is complete, there will be an opportunity for a hybrid schedule based on performance.
This is a full-time, non-exempt position. Hours are Monday through Friday 8:00AM to 4:30PM
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.
#J-18808-Ljbffr