California Licensed Case Manager

Job Summary

Managing estate planning case files, the full-time California Licensed Case Manager will provide exceptional support to clients and attorneys, streamline legal drafting, and coordinate communications in a fully remote setting while adhering to Pacific Standard Time business hours.

Key responsibilities

• Serve as the primary point of contact for clients throughout the estate planning process
• Coordinate file progress from intake to final draft delivery, managing all inbound client communications
• Draft and edit estate planning documents under attorney supervision and keep clients informed on case progress

Required qualifications

• 3+ years of experience in estate planning paralegal work, with case management experience preferred
• Paralegal Certificate, bachelor's degree, or equivalent relevant experience
• Experience drafting or editing estate planning documents is a plus
• Availability for full-time work during Pacific Standard Time business hours
• Exceptional computer skills and proficiency in software applications