Estate Planning Manager

Pay: $100000.00 - $120000.00 per year

Why This Is a Great Opportunity

• 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

Location: 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.

Note: 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.

About Us

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 Employer.

Job Description

• 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

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 also valued
• Bachelors 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

Why You Will Love Working Here

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.

JPC-1711

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance

Requirements: Must-have: 5 yrs of trusts & estates law exp. 2 yrs of supervisory/management exp

Required Years as Associate: 5

Additional context:

Relocation- No.

Packages - No.

Salary Bands (Only if attorney role):

• 5 to 7 years: $100000 to $106000

• 8 to 10 years: $106000 to $113000

• 11 years: $113000 to $120000

• Salary bands are recruiter-derived from the clients stated $100000 to $120000 salary range.

Submission Email / Name: Rachel -

Quick Recruiter Reference

Established mid-sized law firm seeking an Estate Planning Manager to oversee trusts and estates workflow client coordination document quality control intake file administration and staff management. Best candidates have 5 years of trusts and estates law experience plus 2 years of supervisory or management experience.

Recruiter Submission: To submit cancel - Estate Planning Manager -Stein Sperling - JPC-1711 - source

New Job Order Alert

• Client job title: Estate Planning Manager

• Location: Rockville MD

• On-site hybrid remote: On-site

• Experience: 5

• Good fit job titles/keywords for candidates: Estate Planning Manager Estate & Trust Administration Manager Trust Administration Manager Estate Administration Manager Trusts & Estates Manager Senior Estate Planning Paralegal

• of hires needed: 1