Trust Funding Paralegal

About Zirtual

Zirtual is a work‑life balanced company that provides law firms with practice‑area‑specific, experienced virtual paralegals. Our U.S.‑based paralegals work independently with the firms, meeting and exceeding attorney‑client needs and expectations, and are available in every practice area and state, both transactional and litigation.

Part‑time, 20 hours per month. The Trust Funding Paralegal supports the estate planning team by managing all aspects of trust funding from start to finish. The role gathers and organizes client asset information, prepares key funding documents, and works directly with financial institutions, title companies, and county recorders to ensure assets are properly transferred into trusts. The paralegal uses platforms such as Decision Vault or Legacy Vault and Tru State to track asset data, monitor progress, and maintain accurate records.

• 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, Tru State, 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.

• 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 Tru State for asset tracking and trust funding workflows.
• High attention to detail, strong organizational skills, and consistent follow-through.

Entry level

Contract

Legal

Legal Services