Case Manager
About The Position
The Case Manager works under attorney supervision at a 100% virtual Trusts & Estates law firm, managing basic estate planning case files and streamlining legal drafting and file details. The role provides exceptional support to clients and attorneys, with extensive direct client communication, and serves as the primary administrative point of contact throughout the estate planning process. The Case Manager coordinates cases from intake through final draft delivery, manages inbound client communication, keeps clients informed, and drafts or edits estate planning documents as needed under attorney supervision. The firm seeks a self-managed, efficient, disciplined career professional who works well independently and as part of a team and maintains a high standard of excellence in a remote environment. The position requires availability during California/Pacific Coast business hours, with regular check-ins. Initial success includes stabilizing the caseload and improving turnaround times, consistently managing 60–80 new cases per month, and learning all firm systems within 14 days of the start date.
Requirements
- At least 3 years of experience in estate planning paralegal work.
- Paralegal Certificate, bachelor’s degree, or equivalent relevant experience.
- Availability to work full-time during Pacific Coast/California business hours, with regular check-ins.
- Exceptional computer skills, typing, grammar, spelling, proofreading, and email composition skills.
- Superior software skills and the ability to learn new systems, use software efficiently, and adopt the firm's AI uses and policies.
- Organized and detail-oriented, with confidence handling high-volume administrative work in a fast-paced law firm.
- Ability to work independently and collaboratively with attorneys and other case managers in a virtual environment.
- Kind, patient, and effective client-service approach.
- Coachable and teachable, with the ability to adopt new procedures quickly.
- Self-managed efficiency and discipline to provide exceptional client management services in a remote setting.
- Strong writing expertise.
Nice To Haves
- Case management experience is preferred.
- Experience drafting or editing estate planning documents is a plus.
Responsibilities
- Serve as the central administrative hub and primary point of contact for clients throughout the estate planning process.
- Coordinate file progress from intake through final draft delivery.
- Coordinate and triage inbound client communication.
- Keep clients updated on case progress and notify the appropriate internal team member of any issues.
- Draft and edit estate planning documents as needed under attorney supervision, including updating successor trustee, beneficiary, and distribution information.
- Stabilize the caseload and improve turnaround times.
- Manage 60–80 new cases per month on a consistent basis.
- Learn all firm systems within 14 days of the start date.
Benefits
- Three weeks of PTO.
- 17 paid holidays.
- Health insurance reimbursement stipend for open-market health insurance.
- 401(k) with employer match up to 3% after a waiting period.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
