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Trusts & Estates Paralegal

Job ID: 1758453
OA Reference: 4412LG

  • $60,000 to $65,000
  • Latham, 12110

In this role, you’ll work side-by-side with attorneys on cases, manage files from start to finish, and have a direct impact on families navigating important life decisions.

Key Responsibilities:

Assist attorneys with crisis Medicaid planning, including preparation of Medicaid applications and recertification applications.
Communicate directly with clients to gather information and provide updates throughout the process.
Assist in obtaining financial records for Medicaid lookback periods and prepare detailed Medicaid accountings.
Provide support with liquidating accounts related to Medicaid planning.
Support attorneys in all aspects of the estate administration process, including:
-Drafting and filing court documents.
-Managing estate administration cases from start to finish.
-Conducting tax-related analysis.
-Draft estate planning documents (experience in this area is a plus).

Qualifications:

3+ years of experience as a Paralegal in Trusts & Estates, Elder Law, or Medicaid planning.
Proven ability to manage cases independently with minimal supervision.
Strong organizational skills and meticulous attention to detail.
Excellent client communication and relationship management skills.

Your experience deserves a role where it’s recognized and rewarded. Take the lead on cases and grow with a firm that appreciates your expertise. Apply today and take the next step in your career.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne 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.

Additional Skills

Medicaid planning & application preparation, Preparing estate planning documents (wills, trusts, powers of attorney), Estate administration (from initial filings to closing),Case management software experience (Clio, Time Matters), Microsoft Suite

AppleOne Representative Contact Info

Account Executive:
Leigha
Branch Phone:
Location:
Albany, NY