Case Manager
- USD 85,000 to 95,000 per year
- Remote, United States
- Full-time
- Lead
- Posted 7 days ago
or apply from Claude / ChatGPT / Muse
Case manager at a fully remote estate planning law firm, handling 60 to 80 files a month and talking with clients directly.
About the role
Remote, but the working day follows Pacific time. The person keeps files moving from intake to final draft and is the main point of contact for clients.
At a glance
- Pay
- USD 85,000 to 95,000 per year
- Remote scope
- Remote, United States
- Seniority
- Lead
- Employment
- Full-time
- Working hours
- Pacific time business hours
- Skills
- Estate planning, Paralegal work, Proofreading, Case management
- Posted
- 22 Oct 2026
- Last checked
- 29 Oct 2026
What you will do
- Act as the main contact for clients and coordinate each file from intake to final draft
- Draft and edit estate planning documents under attorney supervision, updating trustee and beneficiary details
- Keep clients informed and route problems to the right person on the team
What they look for
- Three or more years of estate planning paralegal work, with case management a plus
- A paralegal certificate, a bachelor's degree or similar experience, and strong writing
- Full-time availability on Pacific time, with regular check-ins
- Comfort with software, plus good typing, grammar and proofreading
Nice to have
- Prior experience editing or drafting estate planning documents
Benefits
- Health insurance reimbursement, three weeks of paid time off and 17 paid holidays
First 90 days
- Get the caseload steady and shorten turnaround times
- Handle 60 to 80 new cases each month on a steady basis
- Learn every firm system within the first 14 days
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
Apply with Keywordise AI7-day free trial, no card.
Apply from your AI assistant
Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job oadgfdqjooQuestions about this job
Is this a remote job, and where can I work from?
Yes, it is listed as remote, aimed at candidates in the United States. On hours, the posting says: Pacific time business hours.
What does this job pay?
The posting states USD 85,000 to 95,000 per year.
What experience is needed?
It is a lead role. The posting asks for: three or more years of estate planning paralegal work, with case management a plus; a paralegal certificate, a bachelor's degree or similar experience, and strong writing; full-time availability on Pacific time, with regular check-ins. Skills it names include Estate planning, Paralegal work, Proofreading, Case management.
How do I apply with Keywordise AI?
Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.
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