Entry Level Trust & Estates Case Manager / Paralegal

Chisholm Chisholm & Kilpatrick LTD is a firm that represents significant charities through their Bequest Management practice group. They are seeking a motivated, entry-level professional to join their team as a Trust & Estates Case Manager, where the primary responsibilities include reviewing legal documents, communicating with fiduciaries, and supporting efficient estate administration.

Responsibilities

• Reviewing, interpreting, and editing legal documents, including wills, trusts, waivers, receipts, releases, inventories, and accountings, ensuring accuracy before submission to the bequest attorney or client
• Communicating directly with financial institutions, estate and trust fiduciaries, and/or their legal representatives to facilitate the efficient collection of charitable requests
• Monitoring the progress of estate and trust administration to ensure the timely receipt of bequests
• Collaborating with bequest attorneys, team members, and clients to support efficient estate administration
• Drafting and sending correspondence, such as confirmation letters to fiduciaries upon receipt of charitable bequests
• Maintaining accurate and up-to-date case records in the bequest database, ensuring all necessary documentation is collected and properly recorded
• Documenting notifications, correspondence, and follow-up actions in the database for internal and client review

Skills

• 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
• Bachelor's degree and/or paralegal certificate
• Experience in legal, administrative, or financial environments
• Interest in estate law, non-profit work, or probate administration

Benefits

• 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

Company Overview