Chisholm Chisholm & Kilpatrick LTD is a firm that represents significant charities through their Bequest Management practice group. They are seeking a motivated, entry-level professional to join their team as a Trust & Estates Case Manager, where the primary responsibilities include reviewing legal documents, communicating with fiduciaries, and supporting efficient estate administration.
Responsibilities
- Reviewing, interpreting, and editing legal documents, including wills, trusts, waivers, receipts, releases, inventories, and accountings, ensuring accuracy before submission to the bequest attorney or client
- Communicating directly with financial institutions, estate and trust fiduciaries, and/or their legal representatives to facilitate the efficient collection of charitable requests
- Monitoring the progress of estate and trust administration to ensure the timely receipt of bequests
- Collaborating with bequest attorneys, team members, and clients to support efficient estate administration
- Drafting and sending correspondence, such as confirmation letters to fiduciaries upon receipt of charitable bequests
- Maintaining accurate and up-to-date case records in the bequest database, ensuring all necessary documentation is collected and properly recorded
- Documenting notifications, correspondence, and follow-up actions in the database for internal and client review
Skills
- Associate degree or equivalent required
- Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.)
- Strong written and verbal communication skills
- High attention to detail, ability to analyze legal documents, and strong organizational skills
- Self-motivated with the ability to work independently and manage multiple tasks efficiently
- Strong collaboration skills and the ability to receive and apply constructive feedback
- Bachelor's degree and/or paralegal certificate
- Experience in legal, administrative, or financial environments
- Interest in estate law, non-profit work, or probate administration
Benefits
- CCK offers options for medical, dental, and vision insurance (including options for employer-paid medical insurance for the employee!) and other wellness benefits.
- Gym membership reimbursement
- 15 days of PTO (increasing over time) and 12 paid company holidays in 2025
- 401k matching
- Paid Parental Leave
Company Overview
Chisholm Chisholm & Kilpatrick LTD is a law firm offering an array of highly effective services tailored to clients’ needs in the areas of Veterans Law, Long-Term Disability & ERISA Law, and Bequest Management. It was founded in 1999, and is headquartered in Providence, Rhode Island, USA, with a workforce of 201-500 employees. Its website is https://www.cck-law.com.