Chisholm Chisholm & Kilpatrick LTD

Paralegal

• Review, interpret, and edit legal documents, including wills, trusts, waivers, receipts, releases, inventories, and accountings
• Ensure document accuracy before submission to the bequest attorney or client
• Communicate directly with financial institutions, estate and trust fiduciaries, and/or their legal representatives
• Facilitate efficient collection of charitable bequests
• Monitor estate and trust administration progress to ensure timely receipt of bequests
• Collaborate with bequest attorneys, team members, and clients
• Draft and send correspondence, including confirmation letters to fiduciaries
• Maintain accurate and up-to-date case records in the bequest database
• Collect and properly record necessary documentation
• Document notifications, correspondence, and follow-up actions in the database for internal and client review
• Complete training on trusts and estates, probate, and estate settlement

Trust & Estates Case Manager – Paralegal