Legal Project Manager, Estate Planning and Individual Services
legal — contract — Colorado Springs, Colorado · Hybrid Remote
Compensation: $45 - $65/hr · Contract to Full-Time
About This Role
Relevant Law is hiring a Legal Project Manager to serve as the analytical and operational lead for estate planning and individual services engagements across our Colorado Springs and Front Range practice. This role demands someone who reasons through estate planning at a substantive level — evaluating how instruments interact, mapping family structures against asset compositions, identifying when beneficiary designations contradict the stated plan, and recognizing when business ownership or multi-state property transforms a straightforward engagement into a multi-dimensional planning problem. You build the analytical framework that enables attorneys to advise from a position of clarity, applying AI-augmented workflows to accelerate document production and research while maintaining the precision that sophisticated estate planning demands.
Responsibilities
Serve as the analytical engine for estate planning engagements across the Colorado Springs and Front Range market — reviewing client intake, identifying the full scope of issues before attorney meetings, and recognizing when a trust request is actually a comprehensive estate plan revision
Engage directly with clients as a knowledgeable professional who can discuss estate planning concepts, trust structures, and wealth preservation with substantive depth
Draft estate planning documents, research tax strategies, and prepare analytical summaries using AI tools, then critically evaluate all output for errors, inconsistencies, and gaps that technology cannot independently identify
Identify issues the client did not raise — recognizing when an estate plan must coordinate with a business operating agreement, when a trust structure carries tax consequences the client has not considered, or when family dynamics require creative solutions
Oversee estate administration and probate matters involving complex estates with business interests, multi-state property, contested claims, and fiduciary obligations
Manage the full lifecycle of engagements using the Astra platform, coordinating attorney review, client communications, financial advisor coordination, and deadline tracking
Collaborate with business advisory, tax, and other practice area teams when engagements cross disciplines
Proactively identify clients requiring plan updates due to life changes, tax law developments, or family transitions — treating annual reviews as opportunities for genuine advisory value
Requirements
J.D. from an ABA-accredited law school strongly preferred; candidates without a J.D. must demonstrate equivalent analytical depth through extensive experience evaluating client situations and recommending instruments in estate planning, estate administration, or trust administration
Substantive knowledge of estate planning instruments (wills, revocable and irrevocable trusts, powers of attorney, advance medical directives) and the judgment to know when each is appropriate, when they interact, and when standard approaches fail
Familiarity with Colorado probate law, estate administration procedures, and state tax implications preferred
Demonstrated advanced proficiency with AI platforms (Anthropic Claude, OpenAI, CoCounsel, or equivalent), with the critical judgment to evaluate AI-generated estate planning documents for accuracy, completeness, and client alignment
Understanding of how estate planning intersects with business ownership, tax planning, real property, beneficiary designations, and family dynamics — the ability to see the full picture, not just the individual instrument
Proven ability to work with affluent clients and families navigating emotional decisions with empathy, discretion, and professionalism — combined with analytical discipline
Knowledge of charitable giving vehicles, philanthropic planning, and tax strategies for high-net-worth individuals
Capacity to manage multiple concurrent engagements with deadline precision across the full lifecycle from intake through execution
What We Offer
Competitive hourly rate with defined path to full-time conversion as practice volume grows
Professional development budget including AI certifications, CLE, and continuing education
Hybrid remote work with periodic in-office collaboration in the Colorado Springs area
Access to enterprise AI tools and proprietary practice management technology
Opportunity to define a new role in legal services that integrates analytical depth, AI fluency, and genuine client advisory capacity
About Relevant Law
Relevant Law is a legal services brand used by independent law practices in Virginia, Colorado, and Washington. Lawyers provide advisory and transactional counsel to businesses, individuals, and executives. Each engagement has its own scope and fee terms; technology supports, but does not replace, lawyer judgment.