Practice Manager

Trusts & Estates Practice Manager

Our client is seeking an experienced Trusts & Estates Practice Manager to join its growing Trusts & Estates practice. This is a leadership opportunity for a highly organized professional with substantial experience in estate planning, trust administration, wealth management, private banking, family office operations, or law firm practice management.

The Practice Manager will play a critical role in overseeing workflow, coordinating complex estate planning matters, managing administrative staff, and serving as a key liaison among attorneys, clients, financial advisors, and other professionals. The ideal candidate is a proactive problem solver who thrives in a fast-paced environment and has a strong understanding of trusts and estates processes.

Key Responsibilities

• Manage the day-to-day operations of the Trusts & Estates Practice Group.
• Oversee estate planning workflows, ensuring matters progress efficiently and deadlines are met.
• Coordinate the preparation and execution of estate planning documents, including:
  • Wills
  • Revocable and irrevocable trusts
  • Powers of attorney
  • Advance healthcare directives
  • Related estate planning instruments
• Implement and maintain quality control measures for all client deliverables.
• Supervise and mentor administrative staff supporting estate planning attorneys.
• Serve as a primary point of contact for clients, referral sources, and professional advisors.
• Coordinate meetings involving attorneys, clients, financial advisors, accountants, trustees, and other stakeholders.
• Manage new client intake and matter opening processes, including the collection and organization of client information.
• Ensure compliance with firm policies, procedures, and documentation standards.
• Oversee file management, document retention, and matter closing procedures.
• Coordinate with billing and finance teams to resolve outstanding work-in-progress (WIP) and accounts receivable (AR) before matter closure.
• Maintain confidential and sensitive client information with the highest degree of professionalism.
• Continuously identify opportunities to improve processes, workflow efficiency, and client service.

Qualifications

• 5+ years of experience in trusts and estates, estate planning, trust administration, private banking, wealth management, family office operations, or a related field.
• Prior experience in a law firm, trust company, private bank, family office, or wealth management organization preferred.
• Demonstrated experience managing teams, workflows, and complex client matters.
• Strong understanding of estate planning documents and trust administration procedures.
• Excellent organizational, project management, and time management skills.
• Exceptional written and verbal communication abilities.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• High level of discretion, professionalism, and client service orientation.
• Proficiency with Microsoft Office and legal or trust administration software.

Why Join Us?

This is an outstanding opportunity to join a collaborative and respected Trusts & Estates practice where you'll have significant impact on client service, operational excellence, and team success.

Benefits

• Medical, Dental, and Vision Insurance
• Life Insurance and Long-Term Disability Coverage
• Flexible Spending Accounts (FSA)
• 401(k) with Profit Sharing
• Generous Paid Time Off
• Paid Holidays and Birthday Leave
• Free Parking
• Wellness Programs and Initiatives
• Employee Assistance Program (EAP)

Benefits are subject to eligibility requirements and company policies.