Paralegal

Paralegal – Elder Law & Estate Planning

Locations: New Jersey, Connecticut, New York, Massachusetts, Pennsylvania, Virginia, Washington, D.C., North Carolina, South Carolina, Georgia, and Florida

Employment Type: Full-Time

About the Firm

A well-established Elder Law and Estate Planning firm is seeking experienced Paralegals to join its growing team. The firm specializes in helping individuals and families with estate planning, elder law, trusts, Medicaid planning, asset protection, probate, and estate administration.

The firm provides a client-focused environment, working closely with individuals and families to protect their assets, plan for long-term care, and prepare for the future.

About the Role

We are seeking organized, detail-oriented Paralegals to support attorneys handling Elder Law and Trusts & Estates matters. The ideal candidate will have hands-on experience with Medicaid planning and applications, long-term care planning, estate planning, and related legal matters.

Candidates should be comfortable communicating directly with clients, preparing legal documentation, and managing multiple cases independently.

Responsibilities

• Assist attorneys with Elder Law and Estate Planning matters.
• Assist with Medicaid planning, applications, eligibility requirements, and long-term care planning.
• Draft and prepare wills, trusts, powers of attorney, healthcare directives, and related legal documents.
• Assist with probate proceedings, estate administration, and trust administration.
• Gather and review financial records, asset information, and supporting documentation for Medicaid applications and estate planning matters.
• Prepare court filings, petitions, correspondence, and other legal documentation.
• Communicate with clients and family members to obtain necessary information and documentation.
• Coordinate with attorneys, courts, financial institutions, and relevant agencies as needed.
• Schedule client meetings, coordinate document signings, and manage follow-up items.
• Maintain organized client files, monitor case progress, and track important deadlines.
• Provide a high level of client service while handling sensitive legal and financial matters.

Qualifications

• Previous experience as a Paralegal or Legal Assistant.
• Direct Elder Law experience, particularly with Medicaid planning and applications, is strongly preferred.
• Experience with long-term care planning, trusts, wills, probate, and estate administration.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple cases, prioritize deadlines, and work independently.
• Strong document preparation, proofreading, and case management skills.
• Comfortable communicating directly with clients and their families.
• Proficiency with Microsoft Office and legal case management systems.
• Paralegal certificate or relevant degree preferred, but not required with applicable experience.
• Familiarity with estate planning, probate, and Medicaid procedures in the applicable state is a plus.

Ideal Candidate

The ideal candidate will have a strong background in Elder Law and Estate Planning, with particular emphasis on Medicaid planning, applications, and long-term care eligibility. This individual should be personable, professional, organized, and comfortable managing multiple matters while working closely with attorneys and clients.

Candidates with direct Elder Law and Medicaid experience will be prioritized. General litigation or unrelated legal experience alone will not meet the primary requirements for this position.