Practice Manager - Trusts & Estates

Overview

Oversee trust/estate team, mentor staff, manage workflow, and perform billable paralegal tasks.

Key Responsibilities

• team leadership
• client management
• training
• liaison
• workflow oversight
• quality assurance

Tasks

-Lead and mentor a team of paralegals, practice coordinators, and admin professionals across offices -Manage client portfolios and maintain a caseload of billable paralegal work (30%) -Provide training and onboarding support to new hires (attorneys and staff alike) -Serve as a liaison between attorneys and staff to support efficient operations -Oversee workflow, monitor caseloads, and ensure quality work product across the team

Requirements

• microsoft office
• legal tech
• estate planning
• 10+ years
• trusts estates
• supervision

What You Bring

-Can comfortably manage multiple priorities in a fast-paced environment -Excellent communication, organization, and project management skills -Are comfortable working a hybrid schedule and occasionally traveling to other office locations -Confidence using Microsoft Office (Word, Outlook, Excel) and relevant legal tech tools -Strong knowledge of estate planning, trust administration, probate, and related legal processes -10+ years of paralegal experience, including 4+ in trusts & estates (required) -Experience supervising or managing legal support staff

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About Harris Beach Murtha

-Specializes in providing services to both private and public sector clients, with a diverse range of industries served. -Offers expertise in corporate law, real estate, environmental matters, and public infrastructure. -Known for managing large-scale commercial and government projects, especially in energy and utilities. -Distinct for its ability to handle complex regulatory issues and navigate government policy challenges. -The firm has expanded through strategic mergers, strengthening its position across several U.S. regions.

Sector Specialisms