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

RWNJSEd2R0diY0Y0NUpxak1Sc0MrNEFaalE9PQ==
  • Crisp Recruit
  • El Paso, TX

Job Description

Do you love helping families prepare for the future with clarity and compassion?

Can you draft wills, trusts, and powers of attorney while making complex topics simple for clients?

Does the thought of balancing careful drafting with client care sound like your sweet spot?

Final question: When faced with a challenge, do you get excited or run away?

\ IMPORTANT: TO APPLY \

If you have any questions, please email recruit@crisp.co only.

  • Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.

To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.

\RECRUITERS DO NOT CONTACT\

Spencer 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.

Our 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 courtroom—not in the office.

We’re seeking an Estate Planning Case Manager to support clients in creating wills, trusts, and powers of attorney. You’ll draft, explain, and manage estate planning files while helping clients make some of life’s most important decisions. Estate planning experience is preferred, but we’ll train strong candidates with the right skills and mindset.

What you’ll do:

  • Draft Documents: Wills, trusts, and POAs that are accurate, clear, and client-ready.
  • Client Meetings: Explain differences in documents in plain English (and Spanish).
  • Case-Load Management: Track estate planning files from intake to final signatures.
  • Scheduling & Communication: Manage calls, follow-ups, and client updates.
  • Attorney Support: Prep documents and provide updates to attorneys.
  • Record Organization: Keep detailed files—because a missing signature isn’t an option.

What we’re looking for: 

  • Experience: Prior estate planning or legal drafting experience preferred.
  • Bi-lingual: Fluency in both English and Spanish is required to effectively communicate with a diverse client base.
  • Research & Writing: You can brief a thorny issue in plain English—and proof your work without Grammarly holding your hand.
  • Tech Savvy: Comfortable in case-management platforms, MS Office, and e-filing portals.
  • Soft Skills: Positive, coachable, stress-resilient, and genuinely curious about the law (clock-punchers need not apply).
  • On-Site Commitment: Full-time at our El Paso office once renovations finish; brief remote training period possible.

Why you should work here: 

  • Growth Track: Clear growth opportunities as the practice expands.
  • Hands-On Training: Direct mentorship from partners plus 30-60-90-day onboarding roadmap and SOPs.
  • Culture First: We hire for talent and attitude—then keep only the people who elevate the team.
  • Meaningful Impact: Direct impact helping families plan their futures.

Additional perks:

  • Competitive Salary:  We are committed to offering competitive compensation that aligns with the expertise and experience our candidates bring to the table. 

  • Additional Benefits: 

    • All El Paso County courthouse holidays + flexible sick/emergency leave
    • Firm is exploring a $250-$500 monthly health-insurance stipend for employees who need coverage
    • Renovated workspace with private offices, annual performance reviews, and complimentary six-month Crisp Experience professional-development program after 90 days

At Spencer Trial Attorneys, estate planning isn’t just documents—it’s peace of mind. Join us and help families protect what matters most, smash that  Apply button. 

Job Tags

Full time, Remote work, Flexible hours

Similar Jobs

GAL AeroStaff

Aircraft Mechanic Job at GAL AeroStaff

 ...meet present and future requirements. Summary The Aircraft Mechanic I performs maintenance to service, repair, and overhaul aircraft...  ...own work to ensure quality. Summary of Education, Experience & Certification High School education or equivalent. Minimum... 

MASC Medical

Registered Nurse - (RN - Med Surg) - $15,900 Sign On Bonus Job at MASC Medical

 ...Registered Nurse - PCU/Telemetry - Up to $12,400 Bonus Incentives Florida Fort Myers Compensation: ~ Hourly...  ...with solid experience) BLS required; ACLS preferred Day and Night Shift Registered Nurse (RN) Sign On/Relocation Bonus Explained... 

AmericanSitters.com

Weekend-Only Nanny Position Job at AmericanSitters.com

 ...bath routines, snack prep, and light tidying of play areas. We're a family that communicates openly and expects the same in return. Experience with Newborn-aged children is a must, and familiarity with the outdoor lifestyle is a plus. CPR certification preferred. We value... 

Visiting Angels - Milford

Live in Caregiver Job at Visiting Angels - Milford

Part time Live In Caregiver needed for Sturbridge MA Must be experienced ,have good work referencesPlease call Keith or Jill at (***) ***-****. Thank you

Royal Caribbean Group

Executive Housekeeper Job at Royal Caribbean Group

 ...areas, and laundry stations. You are also expected to share your housekeeping and cleanliness expertise with fellow division heads, and...  ...operations in a large upscale hotel or cruise ship, supervising a minimum of 70 team members, then you are the Executive Housekeeper we want!