Probate Case Coordinator

2 weeks ago


Ventura, California, United States Hermance Law Full time

Position Overview: Legal Case Manager

We are a distinguished law firm, Hermance Law, focusing on estate planning, probate, and trust management. We are in search of a committed professional to fill the role of Legal Case Manager. This position involves collaborating closely with our legal team to oversee a portfolio of probate and trust management cases, ensuring efficient progression and client satisfaction.

Key Responsibilities:
  • Case Oversight: Manage and supervise probate and trust administration cases from initiation to conclusion, adhering to timelines and ensuring seamless progress.
  • Client Liaison: Serve as the primary contact for clients, participating in meetings, providing updates, and addressing inquiries with professionalism.
  • File Management: Keep well-organized case files and ensure adherence to confidentiality protocols.
  • Team Collaboration: Partner with attorneys to formulate case strategies and relay updates.
  • Financial Coordination: Collaborate with financial institutions to oversee estate assets and facilitate inheritance distributions.
  • Administrative Support: Execute various office duties, including answering phones, welcoming clients, scanning, and photocopying.
Required Qualifications:
  • At least 2 years of experience in case management.
  • Experience in probate and trust administration is preferred.
  • Excellent organizational skills and meticulous attention to detail.
  • Proficient in Microsoft Office Suite.
  • Knowledge of client confidentiality and ethical practices.
  • A collaborative approach with proactive problem-solving skills.
  • Outstanding communication abilities and capacity to foster relationships.
  • Empathetic towards clients, providing support during challenging times.
  • A team-oriented individual demonstrating respect and integrity.
  • Technologically adept with familiarity in law firm systems and cloud-based applications.

About Hermance Law:

At Hermance Law, we are dedicated to providing a tailored client experience by merging legal proficiency with innovative technology. Our committed team collaborates to offer steadfast support to clients and their families throughout the estate planning journey. We strive to comprehend and fulfill each client's distinct needs with compassion and respect.



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