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Case Manager/Paralegal
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Stockton & Kandt, LLC
Overland Park, KS (In Person)
$55,000 Salary, Full-Time
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Job Description
Case Manager/Paralegal Stockton & Kandt, LLC Overland Park, KS Job Details Full-time From $55,000 a year 3 hours ago Benefits Disability insurance Health insurance 401(k) Paid time off 401(k) matching Life insurance Qualifications Teamwork Filing Legal administrative experience Legal case management
Paralegal Certificate Full Job Description Job Title:
Estate Planning Case Manager/Paralegal Company:
Stockton & Kandt, LLC Location :
Overland Park Office Job Type :
Full-time (Monday to Thursday)About Us:
Established 25 years ago, Stockton & Kandt is a leading firm focusing on estate planning and elder law services. We are dedicated to providing exceptional service and personalized attention to our clients. Our team is passionate about helping our clients navigate the complexities of Estate planning, ensuring they receive the best legal. We pride ourselves on our client-focused approach and our commitment to excellence in legal services.Job Description :
Stockton & Kandt, LLC is seeking a compassionate and detail-oriented Estate Planning Case Manager/Paralegal to join our team. The ideal candidate plays a critical role in supporting our attorneys and clients through the estate planning process and other related legal matters. Office hours are Monday - Thursday , 7:30 a.m. through 5:30 p.m.Key responsibilities:
- Ensure the client estate planning process is smooth and successful.
- Provide ongoing client support, which includes receiving all client telephone calls, portal chats, emails, and letters and ensuring response to clients in a timely manner.
- Coordinate with clients, attorneys, and external parties for documentation.
- Assist the client with the funding of their trusts.
- Maintain and update case files.
- Prepare reports outlining the client's property for a smooth transition to their loved ones after death.
- Perform the signing of assigned Wills and Trusts, and ensure all necessary signatures are obtained.
- Provide administrative support, including scheduling and correspondence.
Qualifications:
- Paralegal certification preferred.
- 1 year of legal assistant/paralegal experience preferred.
- Exceptional detail orientation and accuracy in all work.
- Concierge mentality towards clients and referral partners, ensuring personalized and attentive service.
- Strong written and verbal communications skills.
- Ability to prioritize in a fast-paced environment.
- Proficiency in Microsoft Office and legal research tools.
- Ability to work independently and as part of a team.
- Professional demeanor and commitment to confidentiality.
Compensation and Benefits :
- Competitive salary based on experience.
- 401(k) with employer match.
- Health and disability insurance.
- Life insurance.
- Paid personal days.
- 4-day workweek - Friday work is rare and scheduled only as needed.
- Supportive and collaborative work environment.
Work Location:
- In-person at our Gardner or Overland Park Office.