Estate Planning Case Manager Job at Your Legacy Legal Care, Houston, TX

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  • Your Legacy Legal Care
  • Houston, TX

Job Description

Join to apply for the Estate Planning Case Manager role at Your Legacy Legal Care

Benefits


  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Parental leave
  • Training & development
  • Vision insurance


At Your Legacy Legal Care, we believe estate planning is about more than documents its about protecting families, honoring legacies, and delivering peace of mind. Were seeking a detail?oriented, client?focused Estate Planning Case Manager to join our team and help us deliver excellence at every step of the client journey.

What Youll Do


  • Oversee the Estate Planning team, assigning new matters and managing workloads.
  • Review and quality?check client documents to ensure accuracy and compliance.
  • Communicate directly with clients, answering questions and guiding them through the process.
  • Monitor department email and delegate tasks appropriately.
  • Process new files, confirm engagement agreements and payments, and assign workflows.
  • Conduct legal research and coordinate with outside counsel or professional services.
  • Collaborate with firm leadership on process documentation, cross?departmental initiatives, and firm management.
  • Track matter profitability and ensure cases move efficiently from design to signing.


What Were Looking For
  • Bachelors degree required; Paralegal certificate, JD, or equivalent experience preferred.
  • 35 years of experience with estate planning or legal document preparation.
  • Strong knowledge of Texas estate planning; familiarity with family law, probate, and guardianship a plus.
  • Proficiency with WealthCounsel and Mycase.
  • Exceptional attention to detail, writing skills, and commitment to professional ethics.



Why Join Us

At Your Legacy Legal Care, youll be part of a collaborative team that values precision, compassion, and growth. We offer competitive compensation, professional development opportunities, and the chance to make a meaningful impact in the lives of families across Texas.

Seniority Level

Mid?Senior level

Employment Type

Full?time

Job Function

Other

Industries

Legal Services

#J-18808-Ljbffr

Job Tags

Full time,

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