Case Manager

SMB Team

. Serve as the central administrative hub and primary point of contact for clients through the estate planning process.

Posted 10/23/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $85,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in estate planning processes, including drafting and editing documents, while managing a high volume of cases efficiently. Exhibits strong client communication skills and the ability to adapt to new technologies and procedures in a fast-paced legal environment.

Highest-signal resume keywords

Estate Planning Paralegal ExperienceDocument Drafting And EditingCase ManagementClient CommunicationAdvanced Technology Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Estate Planning Document DraftingCase ManagementTyping SkillsGrammar ProficiencyProofreading SkillsEmail CompositionDocument EditingSoftware UtilizationA.I. Policy AdoptionHigh-Volume Administrative Work

Soft Skills

Client ServiceIndependenceTeam CollaborationAdaptabilitySelf-Management

Tools & Technologies

Firm Software SystemsRemote Communication ToolsDocument Management SoftwareCase Management SoftwareA.I. Tools

Certifications & Qualifications

Paralegal CertificateBachelor's Degree

Industry Keywords

Estate PlanningLegal AdministrationLaw Firm OperationsClient CommunicationDocument Management

About the role

Key responsibilities & impact

Serve as the central administrative hub and primary point of contact for clients through the estate planning process.
Coordinate file progress from intake to final draft delivery.
Coordinate and triage inbound client communication.
Keep clients updated on case progress.
Notify appropriate internal team members of issues.
Draft and edit estate planning documents under an attorney’s supervision.
Update successor trustee, beneficiary, and distribution information.
Stabilize caseload and improve turnaround times.
Manage 60–80 new cases monthly on a consistent basis.
Learn all firm systems within 14 days of the start date.

Requirements

What you’ll need

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.
Availability full-time on Pacific Coast time (PST) during the workday, with regular check-ins.
Exceptional computer skills, typing, grammar, spelling, proofreading and email composition skills.
Superior software skills.
Advanced technology skills and ability to learn new systems, utilize software efficiently, and adopt the Firm’s A.I. uses and policies.
Ability to handle high-volume administrative work in a fast-paced law firm.
Ability to work independently and within a virtual team of attorneys and case managers.
Ability to provide kind, patient and effective client service.
Ability to adopt new procedures easily and rapidly.
Self-managed efficiency and discipline in a remote setting.

Benefits

Comp & perks

100% Remote work environment
3 weeks PTO
17 paid holidays
Health insurance reimbursement stipend
401(k) with employer match up to 3% after a waiting period
Innovative, forward-thinking law firm career opportunity