1099 Trust Funding Paralegal

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.

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.