Estate Planning Coordinator

6 days ago

Ventura, California, United States Hermance Law Full time
Job Title: Legal Case Manager

We are seeking a highly organized and self-motivated Legal Case Manager to join our team at Hermance Law. As a Legal Case Manager, you will play a critical role in supporting our attorneys in achieving our clients' goals.

Responsibilities:
  • Manage a caseload of probate and trust administration cases from inception to completion, ensuring deadlines are met and cases progress smoothly.
  • Handle client billing and agreements, including invoicing and ongoing billing for clients, and manage clients signing a legal service agreement.
  • Serve as the primary point of contact for clients, attend client meetings, provide updates on case status, answer inquiries, and address concerns promptly and professionally.
  • Maintain accurate and organized case files, including legal documents, correspondence, and client communications, ensuring compliance with confidentiality and recordkeeping standards.
  • Navigate the probate and trust administration process efficiently, including supporting the paralegal and attorney with drafting and filing necessary legal documents, coordinating with courts, beneficiaries, and financial institutions, and overseeing asset distribution.
  • Educate clients on the probate and trust administration process, including their rights, responsibilities, and potential outcomes, to empower informed decision-making.
  • Work closely with attorneys to develop case strategies, review documents, and provide updates on case progress, ensuring alignment with client goals and firm standards.
  • Coordinate with financial institutions, accountants, and other professionals to manage estate assets, pay debts, and distribute inheritances according to estate plans and legal requirements.
Qualifications:
  • A minimum of 2 years of case management experience.
  • Probate and trust administration experience in a related practice area is preferred.
  • Excellent organizational skills and attention to detail.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Proficient in using Microsoft Office Suite (Word, Excel, Outlook).
  • Understanding of client confidentiality and ethical standards in the legal field.
  • Team player with a collaborative mindset and a proactive approach to problem-solving.
  • Professional demeanor and strong interpersonal skills.
About Us:

Hermance Law is a boutique law firm that focuses on estate planning, probate, and trust administration. We pride ourselves on delivering a personalized, seamless client experience by combining expert legal knowledge with cutting-edge technology.

At Hermance Law, teamwork is at the heart of everything we do. Our mission is simple: to understand and meet each client's unique needs with compassion, empathy, and respect. Together, we work tirelessly to provide unwavering support for clients and their families, ensuring a smooth journey through the complexities of estate matters.

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