Remote Trust Funding Paralegal

Overview

A top Minnesota law firm is seeking a remote, part-time 1099 paralegal contractor to support their estate planning practice. This role involves working independently with the law firm to provide high-level paralegal services focused on trust funding and asset retitling.

Responsibilities

• Coordinate and complete trust funding for revocable and irrevocable trusts
• Retitle assets including real estate, bank accounts, and investment accounts
• Prepare and record deeds and related transfer documents
• Update beneficiary designations and ownership structures
• Track funding status and follow up with clients and financial institutions
• Utilize Decision Vault and Trustate software to manage client data and funding workflows

Requirements

• Prior experience with trust funding and estate planning support
• Proficiency in Decision Vault and Trustate required
• Strong understanding of asset retitling and transfer processes
• Excellent attention to detail and organizational skills
• Ability to manage multiple matters and meet deadlines

Preferred Qualifications

• Experience working in a high-volume estate planning practice
• Familiarity with deeds, title work, and financial account transfers

Compensation & Benefits

• This is a 1099 independent contractor position

Location

• Remote (part-time contract)