Trust Funding Coordinator

About the role

You've done this work before—maybe at a bank's trust department, an insurance company's beneficiary services team, a title company, or another estate planning firm. You know the drill: calling institutions, chasing down beneficiary forms, making sure a deed actually gets recorded, and explaining to a nervous client why "funding" their trust matters just as much as signing it. This role is the engine behind our full-service promise: we don't hand clients a stack of forms and wish them luck. We do the work.

Responsibilities

• Contact financial institutions and other entities to update beneficiary designations and transfer assets into trusts
• Track and ensure completion of beneficiary forms and other required documentation
• Verify recording of deeds and other legal documents
• Educate clients on the importance of trust funding and related processes
• Support the firm’s estate planning, probate, and fiduciary litigation services for physicians, business owners, and high-net-worth families

Benefits

• Medical, Dental, and Vision insurance
• Employee Assistance Program (EAP)
• Life insurance
• 401(k) with company match

Pay

$60,000 - $65,000