Case Manager

SMB Team • Foothill Ranch, CA

2d • Remote

About The Position

The Case Manager will work under attorney supervision at a 100% virtual Trusts & Estates law firm, managing basic estate-planning case files and supporting clients and attorneys through extensive direct client communication. The role coordinates cases from intake through final draft delivery, helps streamline legal drafting and file details, and provides exceptional client management services in a remote setting. The firm seeks a self-managed, efficient, disciplined professional who works well independently and as part of a team and maintains a high standard of excellence.

The position is fully remote and can be based anywhere in the United States. The employee must be available during California/Pacific Coast business hours and maintain regular check-ins. Initial success includes stabilizing the caseload, improving turnaround times, consistently managing 60–80 new cases per month, and learning the firm’s systems within 14 days of the start date.

Requirements

• At least 3 years of experience in estate-planning paralegal work.
• A paralegal certificate, bachelor’s degree, or equivalent relevant experience.
• Strong writing expertise.
• Availability to work full-time during Pacific Coast/California business hours, with regular check-ins.
• Exceptional computer and software skills, including typing, grammar, spelling, proofreading, and email composition.
• Advanced technology skills, ability to learn new systems and use software efficiently, and ability to adopt the firm’s AI uses and policies.
• Organization, attention to detail, and 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, effective client-service skills.
• Coachability and ability to adopt new procedures easily and rapidly.
• Self-management, efficiency, and discipline to deliver exceptional client management services remotely.

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 client contact throughout the estate-planning process.
• Coordinate case progress from intake through final draft delivery.
• Coordinate and triage inbound client communications.
• Keep clients updated on case progress and notify the appropriate internal team member of issues.
• Draft and edit estate-planning documents as needed under attorney supervision, including updating successor trustee, beneficiary, and distribution information.
• Manage basic estate-planning case files and help streamline legal drafting and file details.

Benefits

• Three weeks of paid time off.
• 17 paid holidays.
• Health insurance reimbursement; the firm reimburses employees for open-market health insurance and also describes this as a health insurance reimbursement stipend.
• 401(k) with employer match up to 3% after a waiting period.
• 100% remote work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level