Job Description

Estate Planning Case Manager (Bilingual) - Full-Time, Onsite

Location:

El Paso, TX

Schedule:

Monday-Friday, 8:00 AM-5:00 PM

Compensation:

$40,000-$45,000 (DOE) annually

We're hiring a

Bilingual Estate Planning Case Manager

to support a growing legal practice focused on wills, trusts, and powers of attorney. This role is ideal for someone who is highly organized, detail-driven, and confident working directly with clients.

If you have strong writing skills, excellent communication, and experience managing documents or multi-step workflows, you will be fully trained on the estate planning process -- including how to draft and prepare legal documents with attorney oversight.

This position is

100% onsite

in El Paso, TX.

What You'll Do

Draft and prepare

wills, trusts, and powers of attorney

(training and templates provided). Meet with clients to explain documents clearly in

English and Spanish

. Manage each case from intake through drafting, attorney review, signing, and completion. Coordinate scheduling, follow-ups, and client communication. Track all case milestones, signatures, revisions, and document versions. Maintain accurate, organized electronic and physical records. Support attorneys by preparing documents, tracking status updates, and flagging issues.

What We're Looking For

Required:

Bilingual in

English and Spanish

(spoken and written) Strong writing, proofreading, and attention to detail Professional communication skills -- client-facing comfort is essential Ability to stay organized while managing multiple active files Reliable, proactive, and comfortable working onsite daily

We're Open to Training Candidates Who Bring:

Experience in customer service, administrative support, financial services, healthcare admin, case management, real estate coordination, or other document-heavy roles Strong written communication and a willingness to learn estate planning drafting A track record of accuracy, client care, and follow-through

Preferred (but not required):

Experience drafting or assisting with wills, trusts, or powers of attorney Background in estate planning, probate, or legal support

Why This Role Stands Out

Clear growth path: Case Manager -- Senior Case Manager -- Paralegal II Newly renovated private office workspace All

El Paso County courthouse holidays

off Additional PTO when courts are closed (approximately one day per month) Flexible sick and emergency leave After 90 days: enrollment in a

professional development program

and eligibility for a

certification stipend

Who Succeeds Here

You're dependable, organized, and take pride in producing clean, accurate work. You handle sensitive client conversations with patience and professionalism, and you thrive in a structured, team-oriented environment where quality matters.

If you're ready for a meaningful role supporting families through important planning decisions -- and you're excited to learn the estate planning process -- we'd love to hear from you.

Job Type: Full-time

Pay: $40,000.00 - $45,000.00 per year

Benefits:

401(k) Health insurance Paid time off Professional development assistance
Application Question(s):

How many years of experience do you have drafting wills, trusts, and powers of attorney?
Experience:

Estate planning: 1 year (Preferred)
Language:

Spanish (Required)
Ability to Commute:

El Paso, TX (Required)
Ability to Relocate:

El Paso, TX: Relocate before starting work (Required)
Work Location: In person