Case Manager

Overview

This role supports a 100% virtual Trusts & Estates law firm. The position is for a Case Manager who will work under the supervision of attorneys to manage basic estate planning case files, streamline legal drafting and file details, and provide exceptional support to clients and attorneys, including extensive direct client communication.

The organization is seeking a self-managed, efficient, and disciplined professional who can deliver high-quality client management services in a remote setting.

Responsibilities

• Client communication: Serve as the central administrative hub and primary point of contact for clients through the estate planning process.
• Case coordination: Coordinate file progress from intake through final draft delivery, including coordinating and triaging inbound client communication.
• Client care: Keep clients updated on case progress and notify the appropriate internal team member of any issues.
• Document production: 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 consistently.
• 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 required.
• Full-time availability during the workday on Pacific Coast time (PST) with regular check-ins.
• Exceptional computer skills, including typing, grammar, spelling, proofreading, and email composition.
• Superior software skills.

Preferred Qualifications

• Advanced technology skills with the ability to learn new systems and utilize software efficiently.
• Ability to adopt the firm’s A.I. uses and policies.
• Organized and detail-oriented with confidence handling high-volume administrative work in a fast-paced, expansion-mode law firm.
• Ability to work independently and within a team of attorneys and other case managers in a virtual environment.
• Kind, patient, and effective client service.
• Coachable and able to learn and adopt new procedures quickly.

Compensation & Benefits

• Base salary: $85,000 – $95,000 annually.
• PTO: 3 weeks paid time off, plus 17 paid holidays.
• Health insurance reimbursement stipend (with a PEO being implemented).
• 401(k) match: match up to 3% after a waiting period.

Location

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