Case Manager

Overview

A 100% virtual Trusts & Estates law firm based in Foothill Ranch, California is seeking a Case Manager to support attorneys and manage basic estate planning case files. This role includes streamlining legal drafting and file details, coordinating case progress, and providing exceptional support to clients and attorneys with extensive direct client communication.

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, including triaging and coordinating inbound client communications
• Provide client updates on case progress and notify the appropriate internal team member of any issues
• Draft and edit estate planning documents as needed under an attorney’s supervision, including updating successor trustee, beneficiary, and distribution information

What Initial Success Looks Like

• Stabilize the caseload and improve turnaround times
• Manage 60–80 new cases/month on an ongoing basis
• Learn all firm systems within 14 days of the start date

Requirements

• 3+ years of experience in estate planning paralegal work; case management experience preferred
• Paralegal Certificate, bachelor’s degree, or equivalent relevant experience
• Experience drafting or editing estate planning documents is a plus
• Writing expertise is a must
• Full-time availability on Pacific Coast time (PST) during the workday, with regular check-ins
• Exceptional computer skills including typing, grammar, spelling, proofreading, and email composition
• Superior software skills
• Advanced technology skills with the ability to learn new systems, utilize software efficiently, and adopt the firm’s AI uses and policies
• Organized, detail-oriented, and able to handle high-volume administrative work in a fast-paced, expansion-mode environment
• Ability to work independently and collaboratively in a virtual environment with attorneys and other case managers
• Kind, patient, and effective client service
• Coachable and able to adopt new procedures quickly
• Self-managed efficiency and discipline to deliver exceptional client management services remotely

Preferred Qualifications

• Case Management experience
• Experience drafting or editing estate planning documents

Compensation & Benefits

• Base compensation: $85,000–$95,000 annually
• 3 weeks PTO plus 17 paid holidays
• Health insurance reimbursement stipend (PEO being implemented)
• 401(k) match up to 3% after a waiting period
• Additional compensation and benefits, where applicable, will be discussed during the hiring process

Location

• 100% remote work environment
• Employee may be based anywhere in the United States, but must be available to work during West Coast/California business hours (PST)

Equal Opportunity

Equal employment opportunity employer in compliance with applicable federal, state, and local laws regarding compensation transparency and non-discrimination.