Trust & Estates Case Manager – Paralegal

Chisholm Chisholm & Kilpatrick LTD

. Review, interpret, and edit legal documents, including wills, trusts, waivers, receipts, releases, inventories, and accountings .

Posted 9/18/2026full-timeRemote • Colorado • United StatesMid-LevelSenior💰 $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in reviewing and interpreting legal documents, with strong organizational and communication skills to facilitate collaboration with clients and legal representatives. Capable of maintaining accurate case records and managing multiple tasks efficiently in estate law and probate administration.

Highest-signal resume keywords

Legal Document ReviewMicrosoft Office ProficiencyStrong Written CommunicationAttention to DetailOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Legal Document InterpretationCase Record MaintenanceCharitable Bequest CollectionDocument Accuracy VerificationProbate Administration

Soft Skills

Strong Verbal CommunicationSelf-MotivatedCollaboration SkillsAbility to Receive FeedbackTime Management

Tools & Technologies

Bequest DatabaseMicrosoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Paralegal Certificate

Industry Keywords

Estate LawProbateTrust AdministrationNon-Profit WorkFinancial Environments

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Strong organizational skills
Self-motivated, with ability to work independently and manage multiple tasks efficiently
Strong collaboration skills and ability to receive and apply constructive feedback
Bachelor’s degree and/or paralegal certificate preferred
Experience in legal, administrative, or financial environments preferred
Interest in estate law, non-profit work, or probate administration preferred
Cover letter required
Resume required
Writing sample required
Transcript required
Remote employees must maintain a professional workspace and reliable internet with minimum 30 Mbps upload speed

Benefits

Comp & perks

Options for medical, dental, and vision insurance, including options for employer-paid medical insurance for the employee
Other wellness benefits
Gym membership reimbursement
15 days of PTO, increasing over time
12 paid company holidays in 2026
401k matching
Paid Parental Leave
Full-time Monday through Friday schedule, 8:00AM–4:30PM Eastern Time
Remote work option in specified states
Rhode Island employees may choose a hybrid schedule
Training provided for the position