Managing Attorney – Estate Planning & Elder Law

Trueline; Lancaster (OH); On-site; USD 190,000 - 210,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

401(k) match

PTO & volunteer time

Free estate planning

Job summary

Trueline seeks a Managing Attorney to lead the legal team across multiple offices and to oversee attorneys and paralegals while strengthening training, client service, and operational consistency.

This role is approximately 80% leadership and 20% client meetings, with monthly travel among the firm’s offices. The compensation includes a base salary around $150,000 plus a $50,000 annual target bonus and potential total compensation near $200,000.

Qualifications

• Juris Doctor degree and an active Ohio or West Virginia law license.
• Admission in both states, or the ability to obtain the second admission within six months.

Responsibilities

• Lead, coach, and supervise attorneys, paralegals, and Medicaid/public benefits staff.
• Oversee estate planning, trusts, probate, and elder law work.
• Review files and work product for accuracy and adherence to firm standards.
• Monitor deadlines and performance measures for drafting, trust funding, and client service.
• Develop team members through training and feedback.
• Lead client consultations and coach attorneys on engagements.

Skills

Leadership

Supervision

Client consultations

Travel readiness

Process improvement

Education

Juris Doctor (JD)

Job description

Location: Based at an office in Dublin, Lancaster, or St. Clairsville, OH, or the new Parkersburg, WV office

Travel: Monthly travel among all four offices

Compensation: Approximately $150,000 base salary plus a quarterly performance bonus with a $50,000 annual target

Trueline is seeking a Managing Attorney to lead the legal team of an established, growing estate planning and elder law firm.

This is an opportunity for an experienced attorney who enjoys developing people, improving processes, and maintaining high standards of legal work. You’ll oversee attorneys and paralegals across multiple offices while helping the firm strengthen its training, client service, and operational consistency.

The role is approximately 80% leadership and management and 20% client meetings. You’ll report to the founding attorney on legal matters and the CEO on business and operational matters.

What You’ll Do

• Lead, coach, and supervise attorneys, paralegals, and Medicaid/public benefits support staff.
• Oversee legal work involving estate planning, trusts, probate, estate administration, and elder law.
• Review files and work product for accuracy, completeness, and adherence to firm standards.
• Monitor deadlines and performance measures related to drafting, trust funding, public benefits matters, and client service.
• Develop team members through training, feedback, and observation of client meetings.
• Lead selected client consultations and coach attorneys on helping prospective clients make informed decisions about engaging the firm.
• Identify workflow improvements and help implement consistent processes across offices.
• Partner with leadership on staffing, legal risk, service quality, and growth.
• Travel monthly among the firm’s four offices.
• Provide occasional support for urgent matters outside regular hours, including during time away when necessary.

What You’ll Bring

• A Juris Doctor degree and an active Ohio or West Virginia law license.
• Admission in both states, or the ability to obtain the second admission within six months, subject to verification of eligibility and processing timelines.
• Substantial estate planning and elder law experience, including familiarity with Medicaid planning, trust administration, and probate.
• Demonstrated experience supervising attorneys and legal support staff.
• A track record of reviewing legal work, managing deadlines, and coaching team members.
• Comfort using performance measures to improve quality, productivity, and client service.
• Strong client consultation skills and the ability to discuss services and fees clearly.
• Sound judgment, strong organization, and a collaborative leadership style.
• Willingness to travel among offices each month.

Experience in a multi-office estate planning or elder law firm is especially valuable. Practice leaders, supervising attorneys, and firm owners with relevant team management experience are encouraged to apply.

Compensation & Benefits

• Approximately $150,000 base salary, with flexibility for an exceptional candidate.
• Quarterly performance bonus with a $50,000 annual target, bringing target annual compensation to approximately $200,000. Bonus earnings are performance-based and not guaranteed.
• Medical coverage beginning after 60 days, with multiple plan options. Employee premiums vary by plan and coverage tier; dependent coverage carries substantially higher costs.
• Dental and vision benefits, including employer-paid vision coverage.
• Firm-paid life insurance and optional supplemental benefits.
• 401(k) with an employer match of up to 4% when contributing 5%, subject to plan terms.
• 15 days of PTO, prorated in the first year, plus 40 hours of paid volunteer time.
• Free estate planning for employees and discounts for family members.

Why Consider This Opportunity?

• Lead the legal team of a growing firm with additional expansion planned.
• Help shape how the firm trains attorneys, manages quality, and serves clients.
• Focus primarily on leadership while maintaining direct client involvement.
• Choose a home office from the firm’s four locations.
• Join a practice dedicated to helping families protect their assets and plan for the future.

Apply through Trueline to learn more about this leadership opportunity.