Mid-Level Associate Attorney

What Success Looks Like in This Role

• Builds meaningful relationships with clients and approaches estate planning as helping families make thoughtful decisionsnot simply producing documents.
• Treats every client with humanity, compassion, and respect, particularly when navigating sensitive family dynamics or difficult conversations.
• Takes ownership of client matters from start to finish, proactively identifying next steps, solving problems, and keeping matters moving forward.
• Communicates with clients clearly and candidly, explaining complex legal concepts and recommendations in plain language without sacrificing accuracy.
• Works collaboratively with paralegals and support staff, providing clear drafting instructions, timely review, and constructive feedback that helps the entire team succeed.
• Produces and reviews high-quality work with careful attention to detail, consistency, and the client’s individual goals and circumstances.
• Develops thoughtful planning strategies that appropriately address tax considerations, fiduciary roles, guardianship, asset coordination, and other issues relevant to the client’s plan.
• Conducts signing meetings with warmth, professionalism, and efficiency, ensuring clients leave understanding their plan, the decisions they have made, and what comes next.
• Follows through on commitments, meets deadlines, and can be counted on by both clients and teammates.
• Continues to learn and grow, welcomes feedback, and looks for ways to improve their own work and the client experience.

Our preferred candidate:

• Is an active member of the Maryland Bar and has at least two years of experience in estate planning and/or estate administration.
• Has the knowledge, judgment, and confidence to independently manage client matters after an appropriate period of orientation, training, and support.
• Leads with compassion and humanity, helping clients feel heard, respected, and well cared for during importantand sometimes difficultconversations.
• Communicates with clarity and candor, giving clients straightforward guidance while making complex legal concepts easier to understand.
• Takes ownership of their work and follows matters through to completion rather than waiting to be reminded of the next step.
• Is proactive, organized, and detail-oriented, with high standards for both the quality and timeliness of their work.
• Is hungry to learn, grow, and contribute and is willing to put in the effort necessary to provide an exceptional client experience.
• Values collaboration and understands that serving clients well is a team effort. They are dependable, supportive of their colleagues, and willing to step in when needed.
• Brings professionalism, good judgment, integrity, and a positive presence to the team.
• Is comfortable using technology and willing to learn new systems. Experience with Clio, Google Workspace, Microsoft Word, Excel, and PowerPoint is a plus.