Estate Funding Coordinator - Hybrid, Part-Time

Linville Estate Law; Franklin (TN); Hybrid; USD 25,000 - 30,000; Part time

Job summary

Linville Estate Law is seeking a Funding Assistant to support our Legal Operations team by handling administrative tasks for our funding services, ensuring assets transfer smoothly into trusts.

You will work closely with clients and institutions, draft and assemble deeds, transfer forms, and maintain organized files, while coordinating with the director of Legal Operations. This role combines precision with client-centered service.

Qualifications

• Excellent communication, interpersonal and relationship-building.
• Strong documentation and data entry in software.
• Ability to thrive in a fast-paced environment.
• Experience in the legal industry is a plus but not required.
• Discretion and confidentiality in handling client information.

Responsibilities

• Provide primary administrative support for all funding activities under Legal Operations Director.
• Coordinate with clients and institutions to gather asset details.
• Prepare detailed Family Wealth Inventory documents.
• Coordinate with financial institutions, advisors, and insurers to obtain client data.
• Draft deeds, transfer forms, and related funding documents.
• Handle scheduling, data entry, and correspondence.
• Organize and maintain legal funding documents and files.
• Perform additional duties as assigned.

Skills

Professional communication

Documentation skills

Adaptability in fast-paced work

Self-starter

Continuous improvement

Problem-solving

Team collaboration

Time management

Confidentiality

Office software proficiency

Job description

Linville Estate Law is seeking a Funding Assistant to support our Legal Operations team by handling administrative tasks for our funding services, ensuring assets transfer smoothly into trusts.

You will work closely with clients and institutions, draft and assemble deeds, transfer forms, and maintain organized files, while coordinating with the director of Legal Operations. This role combines precision with client-centered service.