Jobs

Estate Planning and Probate Paralegal

The Intersection of Calling and Career.

World Vision is now hiring for an Estate Planning and Probate Paralegal

01 At a Glance

Role: Estate Planning and Probate Paralegal
Required experience: Paralegal certificate. Requires a minimum of three years of relevant work experience including work experience including work with probates, trusts and contracts. Must enjoy doing research. Exceptional customer service. Great communication skills.
Preferred experience: Knowledge of Blackbaud and Prospect plans system, is a plus. Previous work experience with planned giving or estate planning.
Industry: Planned Giving, non-profit charity
Company size: 1,000+

01 The Role: We are looking for an exceptional estate planning and probate paralegal who will provide professional legal support service, including preparing and organizing legal documents such as contracts and leases; overseeing legal records and databases; and performing legal research. In this role you will serve as the point of contact for bequest administration issues and questions. At World Vision we are going to the ends of the earth, often where no one else goes, to pull up the roots of poverty and plant the seeds of change. Help us carry out our Christian organization’s mission, vision, and strategies by working closely with our donors regarding their estate planning, trust and probates. Responsibilities include:

Probates:

-Create, track and maintain files on each donor estate to ensure WVUS receives the correct paperwork from outside attorneys/executors/administrators and the correct amount of funds from the estate.
-Oversee litigation related to estates/trusts.
-Keep abreast of all regulations governing probate.

Contracts and other Agreements:

-Coordinate review of document requests related to bequest administration with staff attorneys and occasionally with outside counsel as needed.
-Prepare, finalize and issue legal documents related to bequest administration.

Notary Public:
-Serve as notary public to the organization to ensure legal documents are signed by the correct individuals.

Legal Research:

-Perform research projects as assigned, providing the necessary codes and/or cases appropriate for the situation
-Administration of Legal Records and Databases
-Ensure proper use of WVUS probate administration databases.
-Maintain all WVUS bequest administration standard letters and forms.

Legal Compliance:

-Participate in the development and implementation of various WVUS policies, procedures and systems to help WVUS comply with all necessary regulations and statutes related to bequest administration.

02 Required Experience

-Associate degree or equivalent (four years) work experience.
-In addition to education or educational equivalent, requires a minimum of three years of relevant work experience including work with probates, trusts and contracts.
-Must have strong customer service skills.
-Knowledge of Blackbaud and Prospect plans system, is a plus.
-Has strong attention to detail.
-Excellent verbal and written communication skills.
-The ability to work independently or in a team environment
-Enjoys doing research.
-Paralegal certificate required

03 What Success Looks Like

-Knowing when to prioritize and identify gifts that need to be escalated.
-Able to set up new prospect plans.
-The ability to set up a plan for overseeing new estates or estates in process.
-Corresponding with internal and external parties.
-Transforming the lives of the poor, our donors, and your own.

04 Salary Range & Benefits: Your salary is important to you so it’s important to us. If you need the approximate range to inform your decision on whether to apply or not contact Faith using one of the ways below. We have a robust and comprehensive benefits package to round out our total compensation package. Visit https://www.worldvision.org/about-us/job-opportunities/working-for-world-vision to learn more.

05 To Apply: See the Apply box in the lower left corner. Still not sure? I really want to hear from you, even if it’s just to ask some questions about the job or have a chat in confidence. Contact Faith in Talent Acquisition at fmcmilli@worldvision.org. Connect with me on LinkedIn over at https://www.linkedin.com/in/faith-mcmillion-hra-phr-shrm-cp-647740/.

06 What Happens Next? Glad you asked. We owe you that and strive to not leave you wondering. We review applications nearly every day assessing strength of fit for the role. Sometimes questions arise on our end, so we message you to learn more. Short-listed candidates are contacted for an initial phone conversation with our recruiting staff. Moving deeper into our selection process you can expect to interview 1:1 with a hiring manager. Finalists normally participate in a panel interview. Our most valuable resource is our talented staff. Our goal is to fill this vacancy with the right person in the shortest amount of time, so we have all hands-on deck to move this important work forward.

07 About World Vision USA: When you work at World Vision, your passions and talents come together to meet the greatest needs in the world today. We go to ends of the earth and into the margins. Where few go and the road is less traveled. Because Jesus is alive in the hardest places to be a child. We are dangerously soft-hearted. But just the right kind of dangerous. That’s because we’re a global Christian humanitarian organization. We partner with children, families, and their communities to reach their full potential by tackling the causes of poverty and injustice. We empower people out of poverty. For real. For good. For nearly the last 70 years. Jesus’ love at the center. Always. We’re Christian and follow Jesus’ example to show unconditional love to the poor and oppressed. Serving every child, we can regardless of faith. Are you feeling called to explore joining us? We hope so.

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