Trust & Estates Case Manager / Paralegal

Overview

This role supports the organization’s Bequest Management practice group, which administers charitable bequests through probate and other estate settlement requirements to help ensure donor wishes and client missions are supported.

The organization is seeking a motivated, entry-level professional to join the team. No prior legal or estate experience is required, and training for the position will be provided.

Responsibilities

After completing training on trust & estates, probate, and estate settlement, a Trust & Estates Case Manager will be responsible for:

• 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 timely receipt of bequests
• Collaborating with bequest attorneys, team members, and clients to support efficient estate administration
• Drafting and sending correspondence, including confirmation letters to fiduciaries upon receipt of charitable bequests
• Maintaining accurate, up-to-date case records in the bequest database and 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: $21.05 per hour or $43,775 per year
• Medical, dental, and vision insurance options (including options for employer-paid medical insurance for the employee)
• 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

Location & Schedule

• Work Schedule: Full-time, Monday through Friday, 8:00AM – 4:30PM Eastern Time
• Availability:
  • Onsite at Providence, RI Headquarters, or
  • Remotely in: 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)

Application Requirements

To be considered, applicants must submit:

• Cover letter
• Resume
• Writing Sample
• Transcript

Equal Employment Opportunity

The organization provides equal employment opportunities 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.