Managing Attorney - Estate Planning & Elder Law Lead

Trueline Talent; Lancaster (OH); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Base salary

Quarterly bonus

Performance bonus potential

Comprehensive benefits

Life insurance

401(k) with match

Paid time off

Job summary

Trueline is seeking a Managing Attorney to lead its legal team across Ohio and West Virginia offices. You will oversee attorneys, paralegals, and Medicaid staff, setting standards for quality and client experience while shaping the firm’s growth.

The role requires strong estate planning or elder law experience and proven management skills. Expect regular travel, budget responsibility, and a leadership seat in a fast-growing practice.

Qualifications

• Licensed attorney in good standing in OH or WV, with ability to obtain the other within six months.
• Estate planning or elder law experience (2+ years).
• Significant management or supervisory experience leading attorneys or legal teams (5+ years).
• Proven track record of meeting with prospective clients and converting them into engaged clients.
• Strong command of estate planning documents, trusts, Medicaid planning, and probate.
• Systems-minded leadership focused on quality, accountability, and client experience.
• Willingness to travel among the firm’s four offices each month.

Responsibilities

• Lead day-to-day management of the legal team, including attorneys, paralegals, and Medicaid staff.
• Supervise, coach, and develop associates through regular reviews and coaching.
• Monitor production pipelines and KPIs to meet drafting, funding, and Medicaid timelines.
• Review policies and client feedback to manage liability and reduce risk.
• Set standards for retainers, co-counseling, billing, and ethics compliance.
• Manage the legal department budget with executive leadership.
• Hire additional attorneys and paralegals as needed.
• Lead training and partner with operations to implement changes.
• Travel to each office monthly to support teams on the ground.
• Facilitate client workshops, convert prospects, and build community credibility.
• Partner with founding attorney and CEO on practice improvements and growth.

Skills

Management experience

Estate planning

Elder law

Client development

Travel readiness

Tools

ActionStep

Job description

Trueline is seeking a Managing Attorney to lead its legal team across Ohio and West Virginia offices. You will oversee attorneys, paralegals, and Medicaid staff, setting standards for quality and client experience while shaping the firm’s growth.

The role requires strong estate planning or elder law experience and proven management skills. Expect regular travel, budget responsibility, and a leadership seat in a fast-growing practice.