Transactional Case Manager-Probate, Wills, and Estates

King Law Offices; Cornelius (NC); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player in legal services is seeking a dedicated Transactional Case Manager to enhance their team. This role focuses on elder law and estate planning, providing vital support in managing probate cases and drafting essential legal documents. With a commitment to client satisfaction and a collaborative work environment, this position offers a unique opportunity to make a meaningful impact in the lives of clients. The firm values respect and compassion, ensuring that every team member contributes to delivering exceptional legal services. If you're passionate about making a difference in elder law and estate planning, this role is perfect for you.

Benefits

Paid Time Off

Holiday Pay

Health Insurance

401(k) Matching

Bonus Potential

Qualifications

• Paralegal experience preferred with strong organizational skills.
• Ability to manage client communications and legal documentation.

Responsibilities

• Manage elder law and estate cases, including probate administration.
• Draft, review, and finalize legal documents like Wills and Trusts.
• Utilize Clio for effective case and task management.

Skills

Organizational Skills

Client Communication

Legal Document Drafting

Case Management

Education

Paralegal Certification

Tools

Clio

Job description

King Law, a general practice firm with offices across western North Carolina and upstate South Carolina, seeks an experienced Transactional Case Manager to join our legal team focusing on Probate, Wills, Estates, and Elder Law.

Our firm specializes in providing compassionate, client-focused legal services. This role will be vital in managing elder law and estate cases, including probate administration and estate planning.

Key Responsibilities

• Utilize Clio effectively for case and task management.
• Capture and record all billable and non-billable time accurately.
• Schedule and participate in New Client Case Manager Meetings to gather relevant case details.
• Participate in case reviews to ensure progress and compliance with timelines.
• Set, manage, and complete tasks to meet case milestones.
• Draft, review, and finalize legal documents, including but not limited to:
  • Last Will and Testament
  • Trusts
  • Powers of Attorney
  • Health Care Directives
  • Probate filings and related court documents
• Conduct client meetings to explain and review legal documents, ensuring clarity and understanding.
• Manage communication with clients via phone, email, or in-person to provide updates, answer questions, and resolve concerns.
• Process and deposit client payments and maintain accurate payment records.
• Support attorneys in probate court filings and administration processes, including inventory preparation, creditor notifications, and asset distribution.
• Perform additional duties as assigned to ensure smooth operation and client satisfaction.

Paralegal experience preferred. Strong organizational skills are a must.

The position is full-time, Monday through Friday from 8 a.m. until 5 p.m. Work is expected to be completed in the office.

Great benefits package including paid time off, holiday pay, health insurance, 401(k) matching, and bonus potential.

At King Law, we provide a collaborative and innovative work environment with systems designed to empower our team members and enhance client experiences. We value respect, confidentiality, and compassion, ensuring our clients receive the highest level of legal service.

If you are passionate about elder law, estate planning, and probate, and want to join a team that values excellence, client satisfaction, and growth, we encourage you to apply.