Trust Funding Paralegal
Zirtual
contract
Posted on:
Location Type: Remote
Location: Remote • Mississippi, Tennessee, Texas • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
Tech Stack
Vault
About the role
- - Gather and organize client asset information.
- - Prepare asset inventories and verify ownership details.
- - Draft trust funding documents (deeds, assignments, transfer forms, beneficiary changes).
- - Utilize **Decision Vault or Legacy Vault**, **TruState**, and other firm systems to manage asset data and track funding progress.
- - Coordinate with financial institutions, title companies, and county recorders.
- - Track all asset transfers and maintain accurate status reports.
- - Review and confirm completed retitling and recorded documents.
- - Communicate regularly with clients to collect needed information and provide updates.
- - Maintain thorough documentation in the firm’s case management system.
Requirements
- - Minimum 2 years of experience in trust funding, estate planning, or a related paralegal role.
- - Prior remote work experience with proven ability to manage tasks independently.
- - Reliable home internet and a professional remote workspace.
- - Experience using__**Decision Vault or Legacy Vault, and TruState**__ for asset tracking and trust funding workflows.
- - High attention to detail, strong organizational skills, and consistent follow-through.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
trust fundingestate planningasset trackingdocument draftingownership verification
Soft skills
attention to detailorganizational skillscommunicationindependent task managementfollow-through