We're Hiring!

Our law firm is looking to find our newest Estate Planning Case Manager! 

We are looking for a full-timer who can work from our office during our regular business hours.

Our law firm culture is a little weird. We believe that clients deserve a law firm who doesn't talk down to them, who treats them with respect, who helps them understand, and who also isn't afraid to speak difficult truths into their lives.

This is not an entry level position; you must have significant experience drafting wills, trust, powers of attorney, and real estate transfer deeds. The perfect candidate will have drafted over 100 estate plans using the WealthCounsel drafting system.

We will be testing all applicants for their skills proficiency. Please be able to type at least 60wpm or be willing to learn quickly on your own. We are a Mac-based office, and you will either be expected to know how to navigate a Mac or figure it out pretty quickly on your own time.

Our office is free of toxic personalities so that we all can keep our sanity, have some fun, remain professional, be team-oriented, and be free from complainers. We want to help all of our team members reach their own personal goals. If that sounds good to you, this might be the best job you ever had.

Responsibilities:

• Ensure your caseload is PROACTIVELY managed for clients to have an awesome experience solving huge problems.
• Read & follow DETAILED instructions on how to create legal documents. Sometimes you'll need to follow verbal instructions and then create a written policy for future reference.
• Plan, schedule, & attend client and internal appointments.
• Collect & track detailed information from our clients.
• Develop and implement electronic filing systems.
• Witness and notarized documents.
• Scan and file case documents.
• Enter & track data in our case management software systems.
• Perform other tasks to assist our senior legal team members.

Qualifications:

• Previous experience in estate planning is a must; WealthDocx is a bonus.
• Ability to type 60wpm.
• Excellent grammar and phone voice.
• Strong attention to detail <------ if you don't LIKE details, this is not for you.
• Strong self-organizational skills.
• You have high expectations for yourself.
• You are willing to forgive others and be gracious with mistakes.

Background checks will be conducted. References will be contacted. 

Compensation:

• DOE
• Health Insurance
• Paid holidays
• PTO
• 401k match

All applications will be kept strictly confidential. We are a non-smoking office.

The Job Challenge:

1. Complete our 5-minute survey here.  There are no right or wrong answers, just give yourself 5 uninterrupted minutes to pick your best answers.
2. Submit your resume using the form on this page.

We will follow up with qualified candidates.