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Bequest Paralegal

CCK is seeking a Paralegal with trusts and estates and/or estate settlement experience to join our growing Bequest Management team in Providence, RI.

As a private, public-interest law firm, CCK is focused on protecting the rights and advancing the interests of our clients which include individuals denied benefits to which they are entitled, and non-profits whose missions are supported by their donors’ bequests. We offer rewarding work with a focus on disabled military veterans and their families; individuals who have been denied life, health, and disability benefits; and representation of non-profits and charities in our Bequest Management practice. This practice area serves the non-profit community focused on ensuring that donors’ estate planning gifts are honored accurately, efficiently, and compassionately.

As a team, we are committed to equality and inclusion in the workplace and seek to hire well-qualified and highly motivated individuals who represent the diversity of our clients. We offer a unique opportunity to join a dynamic, team-oriented practice, focused on quality service and supporting our clients’ missions.

To be successful, you need to have:

  • Self-motivation and a sense of personal ambition and accountability.
  • Impeccable written and verbal communication skills.
  • Uncompromising attention to detail and accuracy a must.
  • Excellent organizational and planning skills, with ability to manage multiple projects simultaneously while maintaining a high level of quality and accuracy.
  • The ability to work in a fast-paced environment.
  • Ability to remain open-minded to constructive feedback while working with enthusiasm and initiative to improve the work process.

Responsibilities Include:

  • Prepare and open new bequest cases by gathering all readily available information regarding estates.
  • Collaborate with and assist bequest management colleagues.
  • Communicate daily with estate and trust fiduciaries, legal counsel, and clients.
  • Receive and review a wide range of documents related to trust and estate administration, including probate and tax filings.
  • Analyze and interpret estate planning documents.
  • Maintain individual case load and perform responsibilities with minimal supervision.

Minimum Qualifications:

  • Minimum of 2 years of trusts and estates paralegal experience required.
  • Bachelor’s degree from four-year college or university required.
  • Ability to communicate effectively and efficiently, both orally and in writing, with coworkers, clients, personal representatives, and attorneys.

Understand and interpret gift planning instruments including wills, trusts, beneficiary designations and amendments thereto and quickly identify potential issues relating to same.

Work Schedule/Hours:

  • Due to the unforeseen circumstances with COVID-19, this position is temporarily training and working remotely. Therefore, access to internet connection with a router/modem, and a quiet workspace is required. As CCK deems it appropriate, this position will be required to report daily to the CCK Headquarters in Providence, RI.
  • This is a full-time position, Monday through Friday.

Compensation & Benefits:

  • Starting annual salary is $55,000 to $75,000, commensurate with candidate experience.
  • Comprehensive benefit plans including health, disability, and life insurance; 401(k) retirement plan; paid time off; a gym reimbursement program; and much more.

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