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Trusts & Estates / Elder Law Paralegal
Trusts & Estates / Elder Law ParalegalAppleOne • Latham, NY, US
Trusts & Estates / Elder Law Paralegal

Trusts & Estates / Elder Law Paralegal

AppleOne • Latham, NY, US
17 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

This role focuses on Medicaid planning, estate administration, and trusts, requiring strong organizational skills, attention to detail, and a client-focused approach.

Responsibilities :

Assist attorneys with crisis Medicaid planning, including preparation of Medicaid applications and recertification applications.

Communicate directly with clients to gather information and provide timely updates.

Obtain and organize financial records for Medicaid lookback periods; prepare detailed Medicaid accountings.

Provide assistance with liquidating accounts in connection with Medicaid planning.

Support attorneys throughout the estate administration process by :

Drafting and filing court documents

Managing estate administration cases from initiation to resolution

Conducting tax-related analysis

Drafting estate planning documents (experience preferred)

Qualifications :

Minimum of 3 years’ experience as a Paralegal in Trusts & Estates, Elder Law, or Medicaid planning.

Demonstrated ability to manage cases independently with minimal supervision.

Strong organizational skills and meticulous attention to detail.

Excellent written and verbal communication skills with a focus on client care.

Ability to thrive in a fast-paced environment and balance multiple priorities.

Bring your paralegal expertise to a team that values accuracy, client care, and professional growth.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here :

  • 06 / 22- 088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here :

  • transp_%20English_formattedESQA508c.pdf
  • For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

    We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

    AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

    https : / / e- verify.uscis.gov / web / media / resourcesContents / E - Verify_Participation_Poster_ES.pdf

    We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants : Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

    #1572

    Company Description

    This company offers growth and a great group of people to work with.

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    Paralegal • Latham, NY, US

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