1099 Trust Funding Paralegal

reputed company is a work-life balanced company that offers reputed company reputed company area specific, reputed company virtual paralegals. Our US-based paralegals reputed company to meet and reputed company attorney-reputed company needs and expectations. reputed company offers paralegals in every reputed company area and state, both transactional and litigation. Our paralegals are vital members of reputed company. The paralegal is the main reputed company of contact with their assigned reputed company(s) and will work independently with the reputed company. The paralegal will receive support from their assigned Account Supervisor, who will assist the paralegal & reputed company relationship with plan modifications, questions, feedback on reputed company, delegation and collaboration best practices, and more. The paralegal will reputed company a high-level reputed company service by working on tasks and reputed company as assigned by the reputed company, and ensuring they are executed on time and to the highest level of reputed company. The paralegal is responsible for being the main reputed company of contact for their assigned reputed company(s), and being familiar with reputed company clients' needs and preferences. The paralegal must have consistent and proactive communication with clients and the Account Supervisors. Paralegals are expected to be available for clients during business hours as agreed upon with reputed company reputed company, but around-the-clock availability is not expected. Paralegals ensure time is entered on a daily reputed company using a provided tool, respond to reputed company communication reputed company a mutually established response time expectation tailored to reputed company reputed company's needs, maintain detailed and up-to-date reputed company reputed company, and follow reputed company's best practices for reputed company. Position reputed company POSITION reputed company • Part-time, 20 hours per month • The Trust Funding Paralegal supports the estate planning team by managing reputed company aspects of trust funding from start to finish. This role gathers and organizes reputed company asset information, prepares key funding documents, and works directly with financial institutions, title companies, and county recorders to ensure assets are properly transferred into trusts. The paralegal uses platforms such as Decision Vault or Legacy Vault and TruState to reputed company asset data, monitor reputed company, and maintain accurate records. Strong attention to detail, reputed company reputed company communication, and consistent follow-through are essential to reputed company in this position Responsibilities • reputed company and organize reputed company 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 reputed company funding reputed company. • Coordinate with financial institutions, title companies, and county recorders. • reputed company reputed company asset transfers and maintain accurate status reports. • Review and confirm completed retitling and recorded documents. • Communicate regularly with clients to collect needed information and reputed company updates. • Maintain thorough documentation in the firm's case management system Requirements • Minimum 2 years of experience in trust funding, estate planning, or a reputed company paralegal role. • Prior remote work experience with proven ability to manage tasks independently. • Reliable home internet and a reputed company remote workspace. • Experience usingDecision Vault or Legacy Vault, and TruState for asset tracking and trust funding workflows. • High attention to detail, strong organizational skills, and consistent follow-through Apply tot his job Apply To this Job