Senior Trust & Estate Case Manager

Chisholm Chisholm & Kilpatrick LTD • Providence, RI

156d • $70,000 - $90,000

About The Position

Chisholm Chisholm & Kilpatrick LTD is seeking an experienced paralegal with trusts and estates knowledge to join our growing Bequest Management practice group as a Senior Trusts and Estates Case Manager in the Providence, RI office. Our Bequest Management group represents some of the nation’s most significant charities, overseeing the bequest administration through probate and other estate settlement processes, to ensure donors’ wishes are honored and our client’s missions are supported. An ideal candidate will be interested in representing national non-profits, possess proficient trusts and estates knowledge, and have excellent written and verbal communication skills. This position offers a unique opportunity to work closely with numerous non-profit organizations and assist in furthering their meaningful objectives.

Requirements

• Associates degree or equivalent required
• Bachelor’s degree and/or paralegal certificate preferred
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.) required
• Experience with case management software preferred
• 3+ years of Trusts & Estates paralegal experience required

Responsibilities

• Obtain and review the donor’s will, trust, beneficiary designation, death certificate, and other documents related to the estate or trust administrations
• Independent review and editing of legal documents such as waivers, receipts, releases and providing same for review to bequest attorney or client, as appropriate
• Communicate directly with financial institutions, estate and trust fiduciaries, and/or their attorney to facilitate the efficient collection of charitable bequests
• Appropriately monitor progress of estate and trust administration to ensure timely receipt of bequests
• Collaborate with bequest attorney, team members, and clients
• Prepare acknowledgement letters and/or releases to estate and trust fiduciaries, confirming receipt of funds when necessary
• Appropriately maintain bequest database for interoffice and client review of files
• Record up-to-date notifications, correspondence, and follow-ups in bequest database
• Help bequest partners with client reporting and communication
• Answer less experienced paralegal’s questions
• Conduct trainings on Trust and Estate matters and CCK internal policies
• Review cases to assess paralegal performance
• Help bequest partners with special projects

Benefits

• Salary range: $70,000 through $90,000, commensurate with experience
• Options for medical, dental, and vision insurance (including options for employer-paid medical insurance for the employee!)
• Gym membership reimbursement
• 15 days of PTO (increasing over time) and 12 paid company holidays in 2025
• 401k matching
• Paid Parental Leave

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees