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Legal Case Manager

1 month 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 key member of our team, you will work closely with attorneys to manage a caseload of probate and trust administration cases from inception to completion.

Key Responsibilities:
  • Oversee and manage a caseload of probate and trust administration cases, ensuring deadlines are met and cases progress smoothly.
  • Handle invoicing and ongoing billing for clients, as well as manage clients signing a legal service agreement.
  • Serve as the primary point of contact for clients, attending client meetings, providing updates on case status, answering inquiries, and addressing 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.
  • Ability to build relationships with clients and colleagues.
  • Strong communication and problem-solving skills.
  • Ability to work in a team environment and contribute to the success of the firm.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and organized individual with a passion for case management, we encourage you to apply for this exciting opportunity.