Case Manager
S
SMB TeamEstate planning law
Employee may be based anywhere in the United States, Available to work during West Coast/California business hours (PST)Full-TimeManager
SalaryBase Compensation: $85,000 - 95,000 annually.
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Job Details
- Experience
- 3+ years of experience in estate planning paralegal work
- Required Skills
- Computer skillsWriting
Requirements
- Have 3+ years of experience in estate planning paralegal work.
- Bring a paralegal certificate, bachelor's degree, or equivalent relevant experience.
- Have strong writing expertise.
- Be available full-time during Pacific Coast (PST) business hours and for regular check-ins.
- Have strong computer, typing, grammar, spelling, proofreading, and email composition skills.
- Bring advanced technology skills and the ability to learn new systems and use software efficiently.
- Be organized and detail-oriented, with the ability to handle high-volume administrative work in a fast-paced law firm.
- Work independently and collaboratively with attorneys and other case managers in a virtual environment.
- Provide kind, patient, and effective client service.
- Be able to adopt new procedures quickly and work efficiently and independently in a remote setting.
Responsibilities
- Manage basic estate planning case files under the supervision of attorneys.
- Serve as the central administrative hub and primary point of contact for clients throughout the estate planning process.
- Coordinate case progress from intake to final draft delivery.
- Coordinate and triage inbound client communication.
- Keep clients updated on case progress and notify the appropriate internal team member of issues.
- Draft and edit estate planning documents as needed under an attorney's supervision.
- Update successor trustee, beneficiary, and distribution information in documents.
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