Estate Planning Case Manager Job at Crisp Recruit, El Paso, TX

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  • Crisp Recruit
  • El Paso, TX

Job Description

divh2Estate Planning Case Manager/h2pDo you love helping families prepare for the future with clarity and compassion?/ppCan you draft wills, trusts, and powers of attorney while making complex topics simple for clients?/ppDoes the thought of balancing careful drafting with client care sound like your sweet spot?/ppFinal question: When faced with a challenge, do you get excited or run away?/ppImportant: To apply, if you have any questions, please email recruit@crisp.co only./ppPlease do not reach out through our websites contact information (telephone, email, or web chat) or via direct messaging on any social media platform./ppTo apply, submit your application by clicking the Apply button and applying on the Crisp Recruit page that opens./ppRecruiters do not contact./ppSpencer Trial Attorneys is a family-run law firm in El Paso led by husband-and-wife team Jake and Ashley Spencer. From our historic house-turned-office at 1009 Montana Avenue, we provide full-service representation in probate, estate planning, guardianship, personal injury, criminal defense, and select litigation./ppOur approach is simple: fight for clients with the intensity of a big firm while treating them with the care of a family practice. Clients count on us for strength, consistency, and excellence, and we deliver with a team culture that values collaboration and accountability. At Spencer Trial Attorneys, the drama stays in the courtroomnot in the office./ppWere seeking an Estate Planning Case Manager to support clients in creating wills, trusts, and powers of attorney. Youll draft, explain, and manage estate planning files while helping clients make some of lifes most important decisions. Estate planning experience is preferred, but well train strong candidates with the right skills and mindset./ppWhat youll do:/pulliDraft documents: Wills, trusts, and POAs that are accurate, clear, and client-ready./liliClient meetings: Explain differences in documents in plain English (and Spanish)./liliCase-load management: Track estate planning files from intake to final signatures./liliScheduling communication: Manage calls, follow-ups, and client updates./liliAttorney support: Prep documents and provide updates to attorneys./liliRecord organization: Keep detailed filesbecause a missing signature isnt an option./li/ulpWhat were looking for:/pulliExperience: Prior estate planning or legal drafting experience preferred./liliBi-lingual: Fluency in both English and Spanish is required to effectively communicate with a diverse client base./liliResearch writing: You can brief a thorny issue in plain Englishand proof your work without Grammarly holding your hand./liliTech savvy: Comfortable in case-management platforms, MS Office, and e-filing portals./liliSoft skills: Positive, coachable, stress-resilient, and genuinely curious about the law (clock-punchers need not apply)./liliOn-site commitment: Full-time at our El Paso office once renovations finish; brief remote training period possible./li/ulpWhy you should work here:/pulliGrowth track: Clear growth opportunities as the practice expands./liliHands-on training: Direct mentorship from partners plus 30-60-90-day onboarding roadmap and SOPs./liliCulture first: We hire for talent and attitudethen keep only the people who elevate the team./liliMeaningful impact: Direct impact helping families plan their futures./li/ulpAdditional perks:/pulliCompetitive salary: We are committed to offering competitive compensation that aligns with the expertise and experience our candidates bring to the table./liliAdditional benefits:/liulliAll El Paso County courthouse holidays + flexible sick/emergency leave/liliFirm is exploring a $250-$500 monthly health-insurance stipend for employees who need coverage/liliRenovated workspace with private offices, annual performance reviews, and complimentary six-month Crisp Experience professional-development program after 90 days/li/ul/ulpAt Spencer Trial Attorneys, estate planning isnt just documentsits peace of mind. Join us and help families protect what matters most, smash that Apply button./p/div

Job Tags

Full time, Remote work, Flexible hours,

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