CCK is seeking a Paralegal with trusts and estates and/or estate settlement experience for our new and growing bequest administration and management practice.  This position includes growth potential to include training and supervising others.

Bequest Paralegal Responsibilities include:

  • Communicate daily with legal counsel and clients
  • Obtain and review all documents related to estate or trust administration which identify bequests for benefit of non-profit clientele
  • Coordinate with legal counsel to ensure proper designation of donor intent regarding gift restrictions
  • Communicate directly with estate and trust fiduciaries and/or their legal counsel to facilitate the efficient payment of charitable bequests
  • Obtain and review all probate and tax filings to facilitate prompt and accurate distribution of bequest proceeds to non-profit clientele
  • Maintain substantial caseload with firm’s bequest administration legal counsel

A successful candidate will have at least three years of experience in trusts and estates legal work, strong organizational skills, attention to detail, strong writing skills, work ethic, and a desire and ability to work well in a team environment.

Education:

  • Bachelor’s degree

Experience:

  • At least three years of trusts and estates and/or estate settlement experience

Compensation:

  • $60,000 to $75,000 depending upon Candidate/Experience.
  • Access to an assortment of health, disability, and life insurance benefits; 401k plan; paid time off; and a wellness reimbursement program.

To apply, please submit the following:

  • Cover Letter
  • Resume