Bequest & Estate Administration Associate (Entry-Level)

Chishom Chisholm & Kilpatrick LTD; Providence (RI); Hybrid; USD 39,000 - 48,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Gym membership reimbursement

15 days PTO (increasing over time)

12 paid holidays in 2026

401k matching

Job summary

Chisholm Chisholm & Kilpatrick LTD seeks an entry-level Bequest Management professional to support estate settlement for charitable causes. You will review legal documents, communicate with financial institutions and fiduciaries, and help track bequest progress with the team.

No prior legal or estate experience is required as comprehensive training will be provided. The role offers a structured schedule, with opportunities for onsite or hybrid work in Providence, RI, and room to grow within the

Qualifications

• 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.

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

Written & Verbal Communication

Attention to Detail

Organizational Skills

Independent Work

Collaboration

Education

Associate degree or equivalent

Bachelor's degree

Paralegal certificate

Tools

Microsoft Office

Job description

Chisholm Chisholm & Kilpatrick LTD seeks an entry-level Bequest Management professional to support estate settlement for charitable causes. You will review legal documents, communicate with financial institutions and fiduciaries, and help track bequest progress with the team.

No prior legal or estate experience is required as comprehensive training will be provided. The role offers a structured schedule, with opportunities for onsite or hybrid work in Providence, RI, and room to grow within the