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

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