Managing Attorney – Estate Planning & Elder Law
Job description
Managing Attorney – Estate Planning & Elder Law
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.
Skills mentioned
Our customers face the dual challenge of finding the right talent and telling their unique story in a crowded marketplace, which is why we have evolved into a comprehensive solution for both. Trueline began its journey in 2007 as a publishing company, dedicated to creating award-winning trade publications that highlighted the achievements of industry leaders. As we deepened our relationships with these executives, we recognized a critical need: they didn't just need a platform for their stories; they needed a partner to help them build the teams that made those stories possible. Today, we are a fully remote recruiting, marketing, and publishing firm with roots in Portland, Maine, serving clients across the United States, Canada, and Latin America. We believe that the most successful companies are those that can find the 'through line' between their culture and their hires. Our proprietary recruiting process goes beyond simple placement; we leverage our background in storytelling to create evergreen custom content that showcases our clients as top-choice employers. This unique blend of services allows us to not only source off-the-market candidates from our extensive network but also to strengthen our clients' employer brands for the long term. At the heart of our operations is our 'shaka' culture—inspired by our founder's Hawaiian upbringing—which symbolizes aloha, joy, and a commitment to intentional lightheartedness. Whether we are crafting a new brand identity, managing a complex recruitment campaign, or publishing an industry journal, our team is driven by a shared passion for helping businesses grow and thrive.
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