1099 Trust Funding Paralegal

Zirtual • St. Louis, MO

33d • Remote

About The Position

The Trust Funding Paralegal supports the estate planning team by managing all aspects of trust funding from start to finish. This role gathers and organizes client asset information, prepares key funding documents, and works directly with financial institutions, title companies, and county recorders to ensure assets are properly transferred into trusts. The paralegal uses platforms such as Decision Vault or Legacy Vault and TruState to track asset data, monitor progress, and maintain accurate records. Strong attention to detail, clear client communication, and consistent follow-through are essential to success in this position.

Requirements

• Minimum 2 years of experience in trust funding, estate planning, or a related paralegal role.
• Prior remote work experience with proven ability to manage tasks independently.
• Reliable home internet and a professional remote workspace.
• Experience usingDecision Vault or Legacy Vault, and TruState for asset tracking and trust funding workflows.
• High attention to detail, strong organizational skills, and consistent follow-through.

Responsibilities

• Gather and organize client asset information.
• Prepare asset inventories and verify ownership details.
• Draft trust funding documents (deeds, assignments, transfer forms, beneficiary changes).
• Utilize Decision Vault or Legacy Vault, TruState, and other firm systems to manage asset data and track funding progress.
• Coordinate with financial institutions, title companies, and county recorders.
• Track all asset transfers and maintain accurate status reports.
• Review and confirm completed retitling and recorded documents.
• Communicate regularly with clients to collect needed information and provide updates.
• Maintain thorough documentation in the firm’s case management system.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees