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

Job Tags

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