About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Legal Services - Trusts & Estates & Bequest Management (non-profit clients).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role overview

Confidential Client is seeking an entry-level Trust & Estates Case Manager / Paralegal to support a Bequest Management practice that handles probate, trust administration, and estate settlement for nonprofit and charitable clients. This is a full-time role with training provided — no prior trusts & estates experience is required.

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What you’ll do

• Review, interpret, and edit legal documents (wills, trusts, waivers, receipts, releases, inventories, accountings) for accuracy prior to attorney or client review.
• Communicate with financial institutions, estate/trust fiduciaries, and their representatives to facilitate bequest collection.
• Monitor estate and trust administration progress and follow up to help ensure timely receipt of bequests.
• Collaborate with bequest attorneys and internal team members to support efficient administration.
• Draft and send confirmations and routine correspondence to fiduciaries and stakeholders.
• Maintain accurate case records and supporting documentation in the bequest database.
• Document notifications, correspondence, and follow-up actions for internal and client review.

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Qualifications

• Bachelor’s degree and/or paralegal certificate preferred; entry-level candidates with relevant administrative experience are welcome.
• Strong attention to detail and ability to analyze legal documents.
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Organized, self-motivated, and able to manage multiple tasks and deadlines independently.
• Experience in legal, administrative, or financial environments is a plus.
• Interest in estate law, probate administration, and nonprofit/bequest work.

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Compensation & benefits

• Starting pay: $21.05 per hour (approx. $43,775 per year).
• Medical, dental, and vision insurance options (including employer-paid medical options for the employee).
• Gym membership reimbursement.
• Paid time off: 15 days PTO (increasing with tenure) and 12 paid company holidays in 2026.
• Full-time schedule: Monday–Friday, 8:00 AM – 4:30 PM Eastern Time.

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Work location & remote policy

• This position is available onsite at the client’s Providence, RI headquarters or remotely in approved states.
• Remote employees must maintain a professional home workspace and reliable internet (minimum 30 Mbps upload speed).
• This listing is for candidates in Ohio (OH) — remote arrangements may be considered per the client’s remote-hiring policy.

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Why join

• Structured training in trust & estates, probate, and estate settlement.
• Opportunity to work on meaningful bequest work that supports nonprofit missions.
• Entry-level pathway into specialized legal work with growth opportunities.

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Key skills & keywords

• Trusts & estates paralegal
• Probate administration
• Bequest management
• Case management
• Legal document review
• Entry-level paralegal / remote-eligible

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.