Bequest & Estate Coordinator (Entry-Level) – Remote

Socket.dev; Atlanta (GA); On-site; USD 39,000 - 49,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Gym membership reimbursement

15 days of PTO

12 paid holidays in 2026

401k matching

Paid parental leave

Job summary

Chisholm Chisholm & Kilpatrick LTD is seeking an entry-level Bequest Management Assistant to support the bequest attorneys and clients in probate and settlement tasks. The role emphasizes accurate document handling, communication with fiduciaries, and meticulous recordkeeping.

Ideal candidates are self-motivated, detail-oriented, and capable of independent work while collaborating with attorneys and staff. Training is provided; a strong foundation in Microsoft Office is required.

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 to ensure accuracy before submission.
• Communicating with financial institutions, estate and trust fiduciaries, and their legal representatives.
• Monitoring progress of estate and trust administration to ensure timely bequests.
• Collaborating with bequest attorneys, team members, and clients.
• Drafting and sending correspondence to fiduciaries upon receipt of bequests.
• Maintaining accurate case records in the bequest database.
• Documenting notifications and follow‑up actions for internal and client review.

Skills

Strong communication

Detail oriented

Independent worker

Organizational skills

Self-motivated

Collaborative

Education

Associate degree or equivalent

Bachelor’s degree or paralegal certificate

Tools

Microsoft Office

Job description

Chisholm Chisholm & Kilpatrick LTD is seeking an entry-level Bequest Management Assistant to support the bequest attorneys and clients in probate and settlement tasks. The role emphasizes accurate document handling, communication with fiduciaries, and meticulous recordkeeping.

Ideal candidates are self-motivated, detail-oriented, and capable of independent work while collaborating with attorneys and staff. Training is provided; a strong foundation in Microsoft Office is required.