Trust & Estates Case Manager / Paralegal

Socket.dev; Atlanta (GA); Hybrid; 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

Description

At Chisholm Chisholm & Kilpatrick LTD, our Bequest Management practice group represents some of the nation’s most significant charities. We manage our clients’ bequests through probate and other requirements of estate settlement, to ensure that donors’ wishes are honored, and our clients’ missions are supported.

CCK is seeking a motivated, entry-level professional to join our team! An ideal candidate will be self-motivated, interested in representing charities, and possess strong written and verbal communication skills. This position offers a unique opportunity to gain important skills while doing meaningful work. No prior legal or estate experience is required. All training for the position will be provided.

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.

Requirements

Minimum 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

Preferred Qualifications

• Bachelor’s degree and/or paralegal certificate
• Experience in legal, administrative, or financial environments
• Interest in estate law, non‑profit work, or probate administration

Compensation & Benefits

• Starting salary is $21.05 per hour or $43,775 per year
• CCK offers options for medical, dental, and vision insurance (including options for employer‑paid medical insurance for the employee!) and other wellness benefits.
• Gym membership reimbursement
• 15 days of PTO (increasing over time) and 12 paid company holidays in 2026
• 401k matching
• Paid Parental Leave

Work Location and Schedule

• Work Schedule: This is a full‑time position, Monday through Friday, 8:00AM – 4:30PM Eastern Time.
• This role is available onsite at our Providence, RI Headquarters or remotely in the following states: CO, CT, FL, GA, IL, LA, ME, MA, NJ, NC, OH, RI, SC, TX, UT, VA; Rhode Island employees may choose a hybrid schedule
• Remote employees must maintain a professional workspace and reliable internet (minimum 30 Mbps upload speed)

CCK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.