Remote Trust Funding Paralegal Job at Zirtual, Atlanta, GA

cXczdGNzNFlGb2x2aTd6UW1ocDVpYTAvNVE9PQ==
  • Zirtual
  • Atlanta, GA

Job Description

Zirtual has partnered with a top Minnesota law firm to find the right 1099 remote paralegal for their office.

Zirtual is a work-life balanced company that offers law firms practice area specific, experienced virtual paralegals. Our US-based paralegals strive to meet and exceed attorney-client needs and expectations. Zirtual offers paralegals in every practice area and state, both transactional and litigation. 

Our paralegals are vital members of Zirtual. The paralegal is the main point of contact with their assigned client(s) and will work independently with the law firms. The paralegal will receive support from their assigned Account Supervisor, who will assist the paralegal & law firm relationship with plan modifications, questions, feedback on quality, delegation and collaboration best practices, and more.

The paralegal will provide a high-level professional service by working on tasks and projects as assigned by the client, and ensuring they are executed on time and to the highest level of quality. The paralegal is responsible for being the main point of contact for their assigned client(s), and being familiar with each 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 each client, but around-the-clock availability is not expected. Paralegals ensure time is entered on a daily basis using a provided tool, respond to all communication within a mutually established response time expectation tailored to each client’s needs, maintain detailed and up-to-date client profiles, and follow Zirtual's best practices for success.

POSITION SUMMARY

  • Remote contract position
  • Part-time

Key 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 to manage client data and funding workflows

Preferred:

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

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

Benefits

  • Compensated a 1099 independent contractor

Job Tags

Contract work, Part time, For contractors, Work at office

Similar Jobs

GDIT

Junior ServiceNow Developer (Entry-Level) Job at GDIT

 ...of Requisition: Regular Clearance Level Must Currently Possess: None Clearance...  ...Required: NACI (T1) Job Family: Software Engineering Job Qualifications:...  ...currently seeking a Junior ServiceNow Developer to join our team supporting the Centers... 

College Hunks Hauling Junk & Moving

Job Supervisor: Household Goods, Move Labor, Disposal Services & General Labor Job at College Hunks Hauling Junk & Moving

 ...management oversight; personal hygiene and clothing selection provide comfort to our customers. # Household moving, junk disposal & general labor are services offered by HUNKS; you may be asked to perform in any one of these areas on a daily basis. # Provide FRIENDLY,... 

Cox Media Group

Board Operator (Part-Time) - Dayton Radio Job at Cox Media Group

 ...Location:OH-Dayton Job Title: Board Operator (Part-Time) - Dayton Radio Position Overview Cox Media Group Dayton Are you a...  ...Clearing commercial inventory Voictracking for our music stations Production dubbing & producing Social media/web content... 

Sunrise Senior Living

Wellness Nurse RN Job at Sunrise Senior Living

When you join Sunrise Senior Living, you will be able to use your unique skills to empower residents to live longer, healthier, and happier lives. Not only will you build meaningful relationships with residents, their families, and team members alike, you will also gain...

Confidential

Primary School Music Teacher (Aug,2026) Job at Confidential

Wuxi,primary school music teacher position is available, starting in August,2026Salary: 25-35k depend on teaching qualifications and teaching experience+housing+flight+medical insurance and other benefits. have primary school music teaching experience(PYP experience...