Estate Planning Lead: Shape Client Experience & Grow Team

Orion Placement; Rockville (MD); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability insurance

401(k) profit sharing

Paid time off

Holidays & birthday leave

Wellness initiatives

Employee assistance resources

Free parking

Job summary

Orion Placement is seeking a leader for the Trusts & Estates Practice Group in Rockville, MD to manage workflows, supervise staff, and coordinate complex wills and trusts work for high‑value clients.

Ideal candidates have 5+ years in trusts and estates law, 2+ years of supervision, and a strong client-service mindset. The role offers on-site leadership, collaboration with attorneys, and opportunities to shape client experiences.

Qualifications

• 5+ years of directly relevant trusts and estates law experience.
• 2+ years of supervisory or management experience.
• Strong understanding of wills, revocable and irrevocable trusts, powers of attorney, advance directives, and related estate planning documents.
• Prior experience within a law firm trusts and estates practice strongly preferred.
• Experience with a private bank trust department, trust company, family office, or wealth management environment is valued.
• Bachelor's degree required; paralegal certificate or advanced degree is a plus.
• Proven ability to lead, train, mentor, and manage staff.
• Exceptional organization and attention to detail; strong written and verbal communication skills.
• Proficiency with Microsoft Office and document management systems.
• Familiarity with legal billing software or CRM systems is a plus.
• Ability to manage multiple priorities while exercising sound judgment and discretion.
• Professional, proactive, solutions-oriented approach with a strong commitment to client service.

Responsibilities

• Lead day-to-day management of estate planning matters and workflows for the Trusts & Estates Practice Group.
• Coordinate deadlines, priorities, client communications, meetings, and deliverables across multiple estate planning matters.
• Oversee the preparation and quality control of wills, trusts, powers of attorney, advance directives, and related estate planning documents.
• Supervise, train, mentor, and manage administrative staff supporting estate planning attorneys.
• Serve as a key point of contact for clients, beneficiaries, referral sources, financial advisors, and other professionals.
• Coordinate the collection, organization, and review of client information during new matter intake.
• Ensure estate planning matters remain organized, timely, accurate, and aligned with firm policies.
• Oversee closed-file processes, including document scanning, indexing, storage, retention, and final matter review.
• Partner with billing and finance teams to resolve work-in-progress and accounts receivable matters before file closure.
• Maintain strict confidentiality when handling sensitive client, financial, and estate information.
• Identify opportunities to improve processes, increase efficiency, and enhance the overall client experience.
• Act as a dependable resource for attorneys and staff while helping maintain a high standard of service across the practice.

Skills

Estate law expertise (trusts & estates

Leadership

Communication

Organization

Project management

Staff mentorship

Client service orientation

Education

Bachelor's degree

Paralegal certificate

Advanced degree

Tools

MS Office

Document management systems

Billing software / CRM

Job description

Orion Placement is seeking a leader for the Trusts & Estates Practice Group in Rockville, MD to manage workflows, supervise staff, and coordinate complex wills and trusts work for high‑value clients.

Ideal candidates have 5+ years in trusts and estates law, 2+ years of supervision, and a strong client-service mindset. The role offers on-site leadership, collaboration with attorneys, and opportunities to shape client experiences.