Zirtual · 1 month ago
Paralegal - Trusts
United States
Contract
Remote
Entry, Mid Level
2+ years expZirtual is a work-life balanced company that offers experienced virtual paralegals to law firms. The Trust Funding Paralegal will manage all aspects of trust funding, gather client asset information, prepare key funding documents, and communicate with clients and financial institutions to ensure assets are properly transferred into trusts.
Collaborative ConsumptionOutsourcingProfessional Services
Responsibilities
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
Qualification
Required
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
Company
Zirtual
Zirtual provides dedicated, US based, virtual assistants to busy professionals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$5.21M2015-08-11Acquired
2015-07-21Debt Financing· $0.65M
2015-06-16Debt Financing· $2.56M
Leadership Team
Elliot Schneier
Chief Operating Officer
Recent News
2025-11-24
2023-12-20
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