Trust Funding Coordinator

The Trust Funding Coordinator is responsible for ensuring clients’ estate plans are successfully implemented by transferring and titling assets into their trusts. This role serves as key link between clients, financial institutions, and the firm’s legal team to make sure every trust is fully funded. The Coordinator will prepare and process funding documents, track progress, and maintain communication with clients throughout the process.

Success in this position requires exceptional attention to detail, organizational skills, and a client-focused mindset.

• Review estate planning documents to identify assets requiring funding.
• Prepare, organize, and process deeds, letters, and other funding documents.
• Communicate directly with clients to gather information and provide updates.
• Coordinate with banks, financial advisors, and other institutions to retitle accounts and transfer assets.
• Track progress of funding tasks in the firm’s systems and follow up to ensure completion.
• Maintain accurate, detailed records of all asset transfers and documentation.
• Collaborate with attorneys, paralegals, and client service team members to ensure a seamless process.
• Provide a supportive and professional client experience, offering reassurance and clarity throughout the funding process.
• Proactively identify and resolve obstacles that may delay funding.
• Uphold firm values by delivering exceptional service and treating every client like family.

• Strong attention to detail with excellent organizational and follow-up skills.
• Clear and professional communication abilities, both written and verbal.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Tech-savvy and comfortable learning new systems; proficiency with Microsoft Office (Word, Excel, Outlook) required.
• Professionalism and client-centered mindset; able to build trust and rapport with clients.
• Problem-solving ability and initiative to move tasks forward without constant supervision.
• Prior experience in a law firm, financial services, banking, or real estate environment is preferred but not required.
• A bachelor’s degree in business, legal studies, or a related field is a plus (not required).

$40,000 per year