Estate Planning Office Coordinator: Client Care & Workflow

The Catholic Lawyer; Centennial (CO); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

PTO

Growth opportunities

Consistent schedule

Job summary

Little Law Office, LLC, a faith-based estate planning firm in Centennial, Colorado, seeks an Estate Planning office coordinator to support our growing team. You will guide clients through intake to execution, manage communications, and help maintain our workflows with care and confidentiality.

The ideal candidate is a self-starter with 3–5 years of admin/paralegal experience in estate planning, proficient in Microsoft 365, and eager to learn and grow within a mission-driven practice.

Qualifications

• Associate degree or equivalent work experience.
• 3–5 years of administrative or paralegal work in estate planning.
• Strong organization and ability to manage multiple priorities.
• Tech-savvy with routine software/hardware troubleshooting.
• Proficiency in Microsoft 365; familiarity with DecisionVault and WealthDocx preferred.
• Excellent communication and interpersonal skills.
• Genuine interest in estate planning and client service.

Responsibilities

• Manage lead intake and initial client contact.
• Schedule meetings, process payments, and collect documentation.
• Input client information and assist with drafting, revising, finalizing estate planning documents.
• Gatekeep and manage all client communication touchpoints.
• Proactively move cases forward and eliminate workflow bottlenecks.
• Oversee and support client maintenance program.
• Provide outstanding service to prospective and current clients.
• Maintain confidentiality and sound judgment.

Skills

Organizational skills

Communication skills

Detail-oriented

Self-starter

Time management

Education

Associate's degree or certificate

Tools

Microsoft 365

DecisionVault

WealthDocx

Job description

Little Law Office, LLC, a faith-based estate planning firm in Centennial, Colorado, seeks an Estate Planning office coordinator to support our growing team. You will guide clients through intake to execution, manage communications, and help maintain our workflows with care and confidentiality.

The ideal candidate is a self-starter with 3–5 years of admin/paralegal experience in estate planning, proficient in Microsoft 365, and eager to learn and grow within a mission-driven practice.