Estate Planning Manager
Orion Placement
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Benefits offered by this job
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
Education
Tools
Job description
$100,000.00 - $120,000.00 per year
- Step into a leadership role where your trusts and estates expertise directly shapes the client experience
- Lead and develop a team while partnering closely with experienced estate planning attorneys
- Take ownership of complex workflows, deadlines, quality control, and client coordination
- Build strong relationships with clients, beneficiaries, financial professionals, and other trusted advisors
- Join an established, collaborative legal environment that values compassion, integrity, and exceptional client service
- Enjoy a strong benefits package including health, dental, vision, life and long-term disability insurance, 401(k) profit sharing, PTO, holiday and birthday leave, wellness initiatives, employee assistance resources, and free parking
This is an on-site opportunity in Rockville, MD, ideal for a hands-on leader who enjoys being closely connected to their team, attorneys, and clients.
Must have 5+ years of trusts and estates law experience and 2+ years of supervisory or management experience. Candidates should have a strong understanding of estate planning concepts and the ability to confidently manage people, priorities, deadlines, and sensitive client matters.
We are a well-established, mid-sized law firm with a long-standing commitment to client-focused service. Our team believes great legal work starts with understanding people, building trusted relationships, and working collaboratively toward the best possible outcomes. We value professionalism, compassion, integrity, and creating an environment where talented professionals can make a meaningful impact and continue to grow. Confidential Employer.
- Lead the 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
- 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 also 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 detailStrong 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
You will have the opportunity to make a visible impact on both the practice and the clients it serves. This role combines estate planning expertise with meaningful leadership responsibility, giving you the opportunity to improve processes, develop people, and help attorneys deliver an outstanding client experience. You will work in a collaborative, professional environment where your judgment and contributions are valued, while receiving a competitive benefits package designed to support your overall well‑being.
- Dental insurance
- Paid time off
- Retirement plan
- Vision insurance
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