Estate Planning Case Manager jobs in United States
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Ticket Crushers, A Law Corporation · 2 hours ago

Estate Planning Case Manager

Crisp Recruit is seeking an Estate Planning Case Manager to support clients in creating wills, trusts, and powers of attorney. The role involves drafting documents, managing case loads, and providing client support while ensuring clarity and accuracy in all legal documentation.

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Growth Opportunities

Responsibilities

Draft Documents: Wills, trusts, and POAs that are accurate, clear, and client-ready
Client Meetings: Explain differences in documents in plain English (and Spanish)
Case-Load Management: Track estate planning files from intake to final signatures
Scheduling & Communication: Manage calls, follow-ups, and client updates
Attorney Support: Prep documents and provide updates to attorneys
Record Organization: Keep detailed files—because a missing signature isn’t an option

Qualification

Estate planning experienceLegal draftingBilingual (English/Spanish)Research & writingTech savvyCoachableStress-resilientCuriosity about lawPositive attitude

Required

Fluency in both English and Spanish is required to effectively communicate with a diverse client base
You can brief a thorny issue in plain English—and proof your work without Grammarly holding your hand
Comfortable in case-management platforms, MS Office, and e-filing portals
Positive, coachable, stress-resilient, and genuinely curious about the law (clock-punchers need not apply)
Full-time at our El Paso office once renovations finish; brief remote training period possible

Preferred

Prior estate planning or legal drafting experience preferred

Benefits

All El Paso County courthouse holidays + flexible sick/emergency leave
Firm is exploring a $250-$500 monthly health-insurance stipend for employees who need coverage
Renovated workspace with private offices, annual performance reviews, and complimentary six-month Crisp Experience professional-development program after 90 days

Company

Ticket Crushers, A Law Corporation

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The experienced attorneys at Ticket Crushers, the Bay Area's premier Traffic and DUI Law Firm represent clients throughout the San Francisco Bay area for Traffic Violations, Criminal Defense, and Driving Under the Influence ("DUI"​) charges.

Funding

Current Stage
Early Stage

Leadership Team

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Christopher D'Anjou
Attorney At Law/Managing Partner
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Stephanie Martinez
Chief Operations Officer
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