Estate Planning Matter Leader

Four Corners Legacy Law; Town of Chatham (NY); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Competitive compensation

Performance bonus opportunities

Health insurance contribution

Simple IRA with employer match

Paid holidays and paid time off

Professional development opportunities

Collaborative, high‑performing team

Job summary

Four Corners Legacy Law is seeking an Estate Planning Matter Manager to own client matters from engagement through signing and completion. You will keep cases moving, remove bottlenecks, and ensure a consistent, organized, high‑touch client experience.

You will coordinate clients, attorneys, and staff, thriving on accountability, organization, and execution. If you prefer leading moving parts and solving issues proactively, you’ll fit right in.

Qualifications

• 3–5+ years of experience managing multiple active matters in a legal/financial or 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.
• Hold clients accountable for providing information needed to keep matters moving.
• Prepare accurate, organized, attorney‑ready client summaries.
• Maintain current client information and update files as circumstances change.
• Escalate legal issues or client revisions to the attorney promptly.
• Coordinate and prepare all pre‑signing activities.
• Conduct signing appointments in accordance with firm procedures.
• Ensure all executed documents are complete, accurate, and properly finalized.
• Coordinate billing, payments, and file completion.
• Monitor case pipeline to maintain consistent throughput.
• Coordinate with attorneys, legal assistants, and administrative staff.
• Follow established workflows while identifying opportunities to improve efficiency.
• Success in this role is measured by results.
• Open approximately 20 new matters per month.
• Close approximately 20 completed matters per month.
• Maintain continuous movement on every active file.
• Conduct error‑free signings with minimal attorney intervention.
• Deliver attorney‑ready client summaries requiring little or no revision.
• Maintain a consistently high level of client communication and responsiveness.

Skills

Organizational skills

Time management

Written & verbal communication

Accountability

Proactive problem solving

Client communication

Tech proficiency (MS Office)

Attention to detail

Tools

Zoho

Clio

Microsoft Office

Job description

Four Corners Legacy Law is seeking an Estate Planning Matter Manager to own client matters from engagement through signing and completion. You will keep cases moving, remove bottlenecks, and ensure a consistent, organized, high‑touch client experience.

You will coordinate clients, attorneys, and staff, thriving on accountability, organization, and execution. If you prefer leading moving parts and solving issues proactively, you’ll fit right in.