What are the responsibilities and job description for the Paralegal - Estate Planning, Medicaid, Probate, Trust & Estates position at Sheryll Law, PC?
Sheryll Law, P.C. is seeking an experienced Paralegal with a strong background in Estate Planning, Medicaid, Probate, and Trust & Estates to provide comprehensive estate planning services.
Responsibilities:- Assist in the preparation and drafting of Wills, Trusts, Powers of Attorney, Health Care Proxies, and other estate planning documents.
- Manage client intake and information gathering for estate plans.
- Coordinate document execution and ensure compliance with state requirements.
- Prepare and submit Medicaid applications for long-term care.
- Assist clients with gathering required financial documents and eligibility paperwork.
- Work with clients and financial institutions to ensure proper asset structuring for Medicaid eligibility.
- Assist with estate administration, including drafting petitions for probate and administration.
- Prepare inventories, accountings, and related court filings.
- Communicate with clients, courts, and financial institutions regarding estate and trust matters.
- Track estate deadlines and ensure compliance with Surrogate's Court procedures.
- Serve as a key point of contact for clients, keeping them informed throughout their case.
- Maintain organized client files and case tracking through case management software.
- Coordinate with attorneys to ensure timely completion of legal matters.
- Conduct legal research as needed.
- Minimum 3-5 years of experience as a paralegal in Estate Planning, Medicaid, Probate, and Trust & Estates.
- Education: Paralegal certificate or equivalent experience required; bachelor's degree preferred.
- Proficiency in drafting estate planning and probate documents.
- Excellent organizational skills and attention to detail.
- Strong communication and client service skills.
- Ability to work independently to meet deadlines.
- Proficiency in legal practice management software and familiarity with Microsoft Office Suite.
Our mission is clear: we strive to help clients leave behind the legacy they desire. We educate clients, help them define their goals, and work with them to accomplish those goals with practicality in mind.
We aim to be long-term advisors for clients, helping them maintain and update their estate plans over time. Our goal is to provide clients with ongoing support, making sure their estate plan remains relevant to their needs and life changes.
We are committed to providing more than just estate planning—we want to help clients implement their plans and safeguard their legacies for generations to come.
Benefits:- Health insurance
- Retirement plan options
- Paid time off
- Professional development opportunities
