Case Manager

Lead California probate and estate cases from petition to final distribution, including DE111 petitions, DE121 notices, DE147, bonds, publication requests, notices to government agencies, and heir communications. Handle e-filing through One Legal, coordinate with court clerks, track hearings, and ensure all deadlines are met without exception. Maintain accurate case calendars, ticklers, and tasks in Clio. Generate retainer agreements, releases, and court forms directly in Clio. Draft demand packages, assist with discovery plans, prepare interrogatories and requests for admission, and help with settlement documentation. Serve as the client’s main point of contact, providing regular updates, collecting documents, and ensuring smooth progress from intake to resolution. Manage communication with publication outlets, bond providers, reverse mortgage contacts, and referral partners including CRISP Connect. Measure progress against court deadlines, client satisfaction, and revenue milestones. Proactively address risks and keep the attorney informed.