Estate Planning / Elder Law Paralegal

This mid-level paralegal role focuses on preparing estate planning documents, assistance with managing long-term care planning and Medicaid applications, along with conducting client meetings.  This paralegal will report directly to the managing attorney, the candidate will regularly interact with clients and oversee case management processes from start to finish regarding estate planning and elder law case matters.  Remote working is available one day each week.

Responsibilities

• Prepare estate planning documents accurately and efficiently
• Manage Medicaid long-term care benefit applications
• Conduct signing meetings and maintain direct client communication
• Oversee case management from initiation through completion
• Answer Phone Client Calls
• Maintain organized records and documentation
• Ensure compliance with legal and ethical standards
• Communicate effectively with clients and attorneys
• Highly organized / able to multitask

Preferred Qualifications

• 2 years of experience - Estate Planning or Elder Law