Trust & Estates Case Manager / Paralegal

Chisholm Chisholm & Kilpatrick LTD is a firm that represents significant charities in their Bequest Management practice group. They are seeking a motivated, entry-level professional to manage bequests through probate and estate settlement, ensuring that donors' wishes are honored and clients' missions are supported. 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 2026 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