Estate Planning Case Manager — Orchestrate Client Matters

Four Corners Legacy Law; Village of Chatham (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance contribution

Simple IRA with employer match

Paid holidays and paid time off

Professional development opportunities

Performance bonus opportunities

Job summary

Four Corners Legacy Law, a boutique estate planning and administration firm in New York, seeks a diligent Case Manager to own matters from engagement to completion and coordinate with clients, attorneys, and staff. You will drive momentum, eliminate bottlenecks, and ensure a high-touch client experience.

You will thrive if you are accountable, organized, and proactive, capable of managing multiple moving parts, and comfortable escalated communications.

Qualifications

• 3-5+ years of experience managing multiple active matters in a legal, financial, insurance, or other professional services environment.
• Demonstrated ability to independently manage deadlines, priorities, and competing responsibilities.
• Exceptional organizational and time management skills.
• Strong written and verbal communication skills.
• High level of personal accountability and follow-through.
• Ability to anticipate issues and solve problems proactively.
• Professional, confident client communication skills.
• Strong technology skills, including Microsoft Office and cloud-based software.

Responsibilities

• Own each estate planning matter from engagement through completion.
• Proactively manage deadlines, next steps, and outstanding items.
• Ensure every file is continuously moving forward.
• Identify and resolve bottlenecks before they impact clients or attorneys.
• Serve as the primary point of contact throughout the planning process.
• Set expectations regarding timelines, responsibilities, and next steps.
• Maintain proactive communication so clients always know the status of their matter.
• Coordinate and prepare all pre-signing activities and signing appointments.
• Coordinate billing, payments, and file completion.
• Monitor case pipeline to maintain consistent throughput.

Skills

Time management

Attention to detail

Client communication

Written & verbal communication

Technology literacy

Tools

Zoho CRM

Clio

Microsoft Office

Cloud-based software

Job description

Four Corners Legacy Law, a boutique estate planning and administration firm in New York, seeks a diligent Case Manager to own matters from engagement to completion and coordinate with clients, attorneys, and staff. You will drive momentum, eliminate bottlenecks, and ensure a high-touch client experience.

You will thrive if you are accountable, organized, and proactive, capable of managing multiple moving parts, and comfortable escalated communications.