V105- Estate Planning Case Coordinator
About The Position
This Estate Planning Case Coordinator role offers an opportunity to provide essential support within an estate planning and probate law practice while maintaining meaningful connections with clients navigating sensitive legal matters. The ideal candidate will independently manage case activity, prepare key legal documents, and ensure the attorney remains fully informed at every stage. This position is well‑suited for someone who is naturally attentive, organized, and comfortable communicating with clarity and compassion. At Job Duck, you will play an integral part in keeping legal matters moving smoothly and helping clients feel supported throughout the process.
Requirements
- Strong attention to detail
- Clear and compassionate communicator
- Independent worker with reliable deadline management
- Efficient, proactive approach to tasks and file handling
- Comfortable managing client‑facing conversations
- Familiarity with Clio (preferred)
- Excellent organizational and follow-through abilities
Nice To Haves
- Familiarity with Clio (preferred)
Responsibilities
- Manage case workflow from initiation through completion
- Draft probate forms and file them with the court
- Draft, edit, and finalize estate plan documents
- Track deadlines and ensure timely completion of assigned tasks
- Maintain accurate documentation and follow established procedures
- Gather information from clients and provide regular status updates
- Handle inbound and outbound client calls professionally
- Ensure the attorney stays fully informed regarding case progress
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
