Estate Planning Case Manager

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.