Remote Trust Funding Paralegal

Zirtual

1d • Remote

About The Position

Zirtual is seeking a 1099 remote paralegal for a top Minnesota law firm. Zirtual provides experienced virtual paralegals to law firms, specializing in various practice areas. The paralegal will be the main point of contact for their assigned client(s), working independently while receiving support from an Account Supervisor. The role requires providing high-level professional service, executing assigned tasks and projects on time and with high quality, and maintaining proactive communication with clients and supervisors. Paralegals are expected to enter time daily, respond to communications promptly, maintain client profiles, and follow Zirtual's best practices.

Requirements

• Proficiency in Decision Vault and Trustate required
• Strong understanding of asset retitling and transfer processes
• Excellent attention to detail and organizational skills
• Ability to manage multiple matters and meet deadlines

Nice To Haves

• Experience working in a high-volume estate planning practice
• Familiarity with deeds, title work, and financial account transfers
• Prior experience with trust funding and estate planning support

Responsibilities

• Coordinate and complete trust funding for revocable and irrevocable trusts
• Retitle assets, including real estate, bank accounts, and investment accounts
• Prepare and record deeds and related transfer documents
• Update beneficiary designations and ownership structures
• Track funding status and follow up with clients and financial institutions
• Utilize Decision Vault and Trustate to manage client data and funding workflows

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed