Estate Planning Paralegal Trust Funding

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Vision insurance

About Us

At Your Legacy Legal Care , we specialize in estate planning services that help clients protect what matters mosttheir loved ones and their hard-earned assets. Our firm is built on the values of integrity, compassion, excellence, and client-centered service, and we take pride in guiding families through important legal decisions with care and professionalism.

Job Summary

We are seeking an Estate Planning Paralegal to serve as our Trust Funding Coordinator , ensuring that clients estate plans are not only well-crafted but fully implemented. This role is ideal for a paralegal with estate planning experience who is detail-oriented, empathetic, and passionate about helping families successfully transfer their assets into their trusts.

Key Responsibilities

• Prepare customized funding instructions based on each clients Asset Detail Report (ADR)
• Guide clients through the process of retitling accounts, updating beneficiaries, and transferring assets into their trust
• Monitor funding progress and follow up with financial institutions to verify completion
• Witness the signing of estate planning documents, including wills and trusts
• Coordinate the distribution of signed documents to clients and relevant parties
• Collaborate closely with attorneys and paralegals to ensure funding aligns with the clients estate plan
• Maintain accurate records of funding progress and client communications

Requirements

• Paralegal experience in estate planning required (trusts, wills, asset transfers)
• Strong attention to detail and organizational skills
• Excellent verbal and written communication abilities
• Comfort handling sensitive documents and maintaining confidentiality
• Ability to work independently and as part of a collaborative team
• Familiarity with Microsoft Office Suite; experience with legal practice management or CRM software is a plus

Culture Fit

Were looking for a paralegal who is passionate about helping families plan for the future and who values collaboration and personal growth. Our team thrives on accountability, loyalty, reputation, and continuous self-improvementand we hope you do too.