Edmond, Oklahoma, United States · On-site
Who We Are Evans & Davis exists to champion family legacies. We’re a national firm devoted exclusively to estate planning, trust administration services, probates, and business law. We know our field inside and out, and …
Skills: Attention To Detail, Document Preparation, Proofreading, Digital Filing, Client Communication
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Funding Specialist is responsible for gathering, preparing, and organizing funding documents to ensure client assets are successfully transferred to trusts. This includes managing digital files, updating CRM data, and communicating with clients and third-party institutions.
Candidates must have law firm experience or a background in banking/title, with a preference for estate planning or probate experience. Proficiency in Adobe Acrobat and Microsoft Office is required along with strong editing skills.
Who We Are
Evans & Davis exists to champion family legacies. We’re a national firm devoted exclusively to estate planning, trust administration services, probates, and business law. We know our field inside and out, and we build client relationships that last a lifetime.
When you join the Evans & Davis team, you join an organization fiercely committed to our core values:
How You’ll Make a Difference
The Funding Specialist is a vital part of the Evans & Davis estate planning process, ensuring that all client assets are successfully transferred to a client’s trust. Your careful attention to this important part of the client journey provides peace of mind and ensures there are no surprises during a family’s most difficult moments.
Your Job Description
Who You Are
Other Role Requirements
Our Benefits and Perks
Great work comes from great people who are trusted, empowered, and supported. That’s why Evans & Davis provides meaningful benefits and earned perks.
Helping families and business owners plan for and protect their assets and loved ones.
Evans & Davis is a national estate and business planning law firm with licensure in 42 states and offices in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Indiana, Michigan, Missouri, New Mexico, New York, North Carolina, Oklahoma, Oregon, Tennessee, Texas, and Washington. The firm employs 50+ attorneys and professionals with a focus on estate planning, business organization, and corporate matters. The Firm's areas of practice are complex. However, our goals are simple. Evans & Davis strives to serve its clients, their families, and their businesses for a lifetime. With 236 years of combined legal experience, the Evans & Davis team has worked with individuals, families and businesses with unique and varying circumstances. Our attorneys have backgrounds in accounting, business, politics, consulting, government and banking. While every client is unique, and each situation presents new challenges, our diverse background allows us to craft innovative solutions to meet an ever-changing legal landscape.
Offices: 211 N. Broadway, Edmond, OK 73034, US · 2100 Southbridge Parkway,, Suite 650, Birmingham, AL 35209, US · 2707 Hibernia Street, Dallas, TX 75204, US · 7136 S Yale Ave, Tulsa, Oklahoma 74136, US · 100 Sun Ave NE, 650, Albuquerque, New Mexico 87109, US
Helping families and business owners plan for and protect their assets and loved ones.
Evans & Davis is a national estate and business planning law firm with licensure in 42 states and offices in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Indiana, Michigan, Missouri, New Mexico, New York, North Carolina, Oklahoma, Oregon, Tennessee, Texas, and Washington. The firm employs 50+ attorneys and professionals with a focus on estate planning, business organization, and corporate matters. The Firm's areas of practice are complex. However, our goals are simple. Evans & Davis strives to serve its clients, their families, and their businesses for a lifetime. With 236 years of combined legal experience, the Evans & Davis team has worked with individuals, families and businesses with unique and varying circumstances. Our attorneys have backgrounds in accounting, business, politics, consulting, government and banking. While every client is unique, and each situation presents new challenges, our diverse background allows us to craft innovative solutions to meet an ever-changing legal landscape.
Offices: 211 N. Broadway, Edmond, OK 73034, US · 2100 Southbridge Parkway,, Suite 650, Birmingham, AL 35209, US · 2707 Hibernia Street, Dallas, TX 75204, US · 7136 S Yale Ave, Tulsa, Oklahoma 74136, US · 100 Sun Ave NE, 650, Albuquerque, New Mexico 87109, US
