Estate Planning Manager: Lead, Mentor & Optimize

Orionplacement; 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

Confidential Employer in Rockville, MD seeks a senior leader to manage the Trusts & Estates Practice Group. Lead day-to-day workflows, supervise staff, and coordinate complex client matters with attorneys and clients.

You will oversee wills, trusts, powers of attorney, advance directives, and related estate planning documents, ensuring quality and confidentiality while partnering with clients and professional advisors.

Qualifications

• 5+ years of trusts and estates law experience.
• 2+ years of supervisory or management experience.
• Strong written and verbal communication skills.
• Proven ability to lead, train, mentor, and manage staff.
• Experience with wills, trusts, powers of attorney, and related documents.

Responsibilities

• Lead day-to-day management of estate planning matters and workflows.
• Coordinate deadlines, priorities, client communications, meetings, and deliverables.
• Oversee preparation and quality control of wills, trusts, powers of attorney, advance directives, and related documents.
• Supervise, train, mentor, and manage administrative staff.
• Serve as a key point of contact for clients, beneficiaries, and professionals.
• Coordinate client information during new matter intake.
• Ensure matters are organized, timely, and compliant with policy.
• Oversee closed-file processes: scanning, indexing, storage, retention, review.
• Partner with billing/finance to resolve WIP and AR before closure.
• Maintain confidentiality of sensitive client information.
• Identify opportunities to improve processes and client experience.
• Support attorneys and staff to maintain high service standards.

Education

Bachelor's degree

Leadership

Staff management

Client service

Attention to detail

Tools

Microsoft Office

Document management systems

Job description

Confidential Employer in Rockville, MD seeks a senior leader to manage the Trusts & Estates Practice Group. Lead day-to-day workflows, supervise staff, and coordinate complex client matters with attorneys and clients.

You will oversee wills, trusts, powers of attorney, advance directives, and related estate planning documents, ensuring quality and confidentiality while partnering with clients and professional advisors.