Remote Trust Funding Paralegal
About The Position
Zirtual has partnered with a top Minnesota law firm to find the right 1099 remote paralegal for their office. Zirtual is a work-life balanced company that offers law firms practice area specific, experienced virtual paralegals. Our US-based paralegals strive to meet and exceed attorney-client needs and expectations. Zirtual offers paralegals in every practice area and state, both transactional and litigation. Our paralegals are vital members of Zirtual. The paralegal is the main point of contact with their assigned client(s) and will work independently with the law firms. The paralegal will receive support from their assigned Account Supervisor, who will assist the paralegal & law firm relationship with plan modifications, questions, feedback on quality, delegation and collaboration best practices, and more. The paralegal will provide a high-level professional service by working on tasks and projects as assigned by the client, and ensuring they are executed on time and to the highest level of quality. The paralegal is responsible for being the main point of contact for their assigned client(s), and being familiar with each clients’ needs and preferences. The paralegal must have consistent and proactive communication with clients and the Account Supervisors. Paralegals are expected to be available for clients during business hours as agreed upon with each client, but around-the-clock availability is not expected. Paralegals ensure time is entered on a daily basis using a provided tool, respond to all communication within a mutually established response time expectation tailored to each client’s needs, maintain detailed and up-to-date client profiles, and follow Zirtual's best practices for success.
Requirements
- Prior experience with trust funding and estate planning support
- 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
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
Benefits
- Compensated a 1099 independent contractor
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
