Estate Planning Manager

Stein Sperling; Rockville (MD); Presencial; USD 90.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance including Dental, Vis

Flexible Spending Accounts

Holiday and Birthday Leave

Free Parking

Wellness Initiatives

Employee Assistance Program

Descripción de la vacante

Stein Sperling seeks an experienced Estate & Trust Administration Manager to lead the workflow and matter management for the Trusts & Estates Practice Group in Montgomery County, MD. You will supervise administrative staff, coordinate client communications with attorneys and financial advisors, and ensure timely completion of estate documents with strict confidentiality.

The ideal candidate has seven+ years in trusts and estates, with leadership experience, and a Bachelor's degree (paralegal

Formación

• Seven+ years in trusts and estates, with at least three years in supervision.
• Strong understanding of estate planning concepts including wills, trusts, powers of attorney, and advance directives.
• Prior experience in a law firm trusts and estates practice, private bank trust department, or wealth management firm preferred.
• Bachelor’s degree required; paralegal certificate or advanced degree a plus.
• Exceptional organizational and leadership skills with client service orientation.

Responsabilidades

• Oversee estate planning workflow and matter management for the Trusts & Estates Practice Group.
• Coordinate preparation of wills, trusts, powers of attorney, and advance directives; ensure QC across deliverables.
• Manage new client and matter intake, file scanning, indexing, and AR/WIP closure in collaboration with billing.
• Supervise administrative staff supporting estate planning attorneys; provide training and mentorship.
• Liaise with clients, beneficiaries, financial institutions, and other professionals; maintain confidentiality and professionalism.
• Ensure compliance with firm policies and secure file storage/retention.

Conocimientos

Leadership

Organizational skills

Communication

Document management

Microsoft Office

Discretion / confidentiality

Educación

Bachelor's degree

Paralegal certificate

Advanced degree

Herramientas

Legal billing software

CRM software

Document management systems

Microsoft Office Suite

Descripción del empleo

Stein Sperling is a mid-sized law firm in Montgomery County, MD, with over 45 years of client-focused service. Our dedicated team practices with compassion and integrity, ensuring we meet our clients' needs in a collegial environment.

Stein Sperling is seeking a highly organized and experienced Estate & Trust Administration Manager to join our Trusts & Estates Practice Group. This position plays a critical leadership role in overseeing and managing the estate planning workflow, coordinating complex client matters, and supervising administrative staff supporting estate planning attorneys. The ideal candidate will bring substantial prior experience in trusts and estates, preferably from a law firm, private bank, trust company, family office, or wealth management institution, with a demonstrated ability to manage teams and complex estate planning processes.

The Estate & Trust Administration Manager will oversee all aspects of estate planning matter management for the Trusts & Estates Practice Group, including managing workflow and deadlines, coordinating the preparation of estate planning documents such as wills, trusts, powers of attorney, and advance directives, and ensuring quality control across all deliverables. This role will serve as a key point of contact for clients and referral sources, coordinating client communications and meetings with attorneys, financial advisors, and other professionals. The manager will oversee the new client and matter intake process, including gathering and organizing client information, and ensuring compliance with firm policies. In addition, the position manages the closed file process, including scanning and indexing documents, coordinating file storage and retention, and confirming that all work-in-progress (WIP) and accounts receivable (AR) matters are resolved prior to closure in collaboration with billing and finance. The manager will act as a liaison with clients, beneficiaries, financial institutions, and other professionals involved in estate planning matters, maintaining the highest standards of professionalism and confidentiality.

Qualifications:

• Minimum of seven (7) years of experience in trusts and estates, with at least three (3) years in a supervisory or management role.
• Demonstrated understanding of estate planning concepts, including wills, revocable and irrevocable trusts, powers of attorney, advance directives, and related documents.
• Prior experience in a law firm trusts and estates practice, private bank trust department, trust company, family office, or wealth management firm strongly preferred.
• Bachelor’s degree required; paralegal certificate or advanced degree a plus.
• Exceptional organizational skills with meticulous attention to detail.
• Proven leadership and supervisory skills with the ability to train, mentor, and manage staff.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite and document management systems.
• Familiarity with legal billing software and client relationship management tools is a plus.
• Ability to manage multiple priorities in a fast-paced environment while handling confidential and sensitive information with discretion.
• Professional demeanor with a proactive, solutions-oriented approach and a strong commitment to client service.

Benefits include but are not limited to:

• Health Insurance including Dental, Vision, Long-Term Disability and Life Insurance.
• Flexible Spending Accounts
• Holiday and Birthday Leave
• Free Parking
• Wellness Initiatives
• Employee Assistance Program

*All benefits are subject to availability, eligibility requirements and company policies and practices.

Stein Sperling Bennett De Jong Driscoll PC is an Equal Opportunity Employer and affords equal opportunity to all qualified applicants for all positions, without regard to race, color, religion, gender, national origin, age, marital status, veteran status, disability or any other status protected under local, state, or federal laws.

Stein Sperling is committed to recruiting, developing, retaining and promoting talented lawyers and staff with diverse backgrounds and experiences.