Sheryll Law, PC
Description
Sheryll Law, P.C. is seeking an experienced
Paralegal
with a strong background in
Estate Planning, Medicaid, Probate, and Trust & Estates
to join our team. The ideal candidate is detail-oriented, highly organized, and comfortable handling a variety of tasks in a fast-paced legal environment. This role requires excellent communication skills, the ability to work independently, and a proactive approach to client matters.
Responsibilities
•Assist in the preparation and drafting of Wills, Trusts (Revocable, Irrevocable, Special Needs, etc.), 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. •Conduct interviews with clients to gather information about their legal issues •Work with lawyers to prepare for trial by conducting research on legal articles, preparing and organizing exhibits, organizing and coordinating witnesses, filing motions, and assisting with client meetings •Coordinate law office activity, including the drafting subpoenas and coordinating with process servers •Draft legal documents, pleadings, and correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits under the guidance of a lawyer •Organize our case filing systems to ensure all documents are properly sorted and easy to locate, and other administrative duties as needed
Qualifications
•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.
Benefits : •Health insurance •Retirement plan options •Paid time off •Professional development opportunities.
Salary : Competitive, based on experience. •3 years of experience in legal services under an attorney or lawyer in a law firm setting •Must have completed an ABA-approved paralegal certificate program such as an Associate's degree or proprietary school program in paralegal studies, Bachelor's degree desired •Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education •Must have strong interpersonal skills and talent for writing and grammar •Candidates should possess high-level organizational skills, and time-management skills
Sheryll Law, P.C. is seeking an experienced
Paralegal
with a strong background in
Estate Planning, Medicaid, Probate, and Trust & Estates
to join our team. The ideal candidate is detail-oriented, highly organized, and comfortable handling a variety of tasks in a fast-paced legal environment. This role requires excellent communication skills, the ability to work independently, and a proactive approach to client matters.
Responsibilities
•Assist in the preparation and drafting of Wills, Trusts (Revocable, Irrevocable, Special Needs, etc.), 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. •Conduct interviews with clients to gather information about their legal issues •Work with lawyers to prepare for trial by conducting research on legal articles, preparing and organizing exhibits, organizing and coordinating witnesses, filing motions, and assisting with client meetings •Coordinate law office activity, including the drafting subpoenas and coordinating with process servers •Draft legal documents, pleadings, and correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits under the guidance of a lawyer •Organize our case filing systems to ensure all documents are properly sorted and easy to locate, and other administrative duties as needed
Qualifications
•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.
Benefits : •Health insurance •Retirement plan options •Paid time off •Professional development opportunities.
Salary : Competitive, based on experience. •3 years of experience in legal services under an attorney or lawyer in a law firm setting •Must have completed an ABA-approved paralegal certificate program such as an Associate's degree or proprietary school program in paralegal studies, Bachelor's degree desired •Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education •Must have strong interpersonal skills and talent for writing and grammar •Candidates should possess high-level organizational skills, and time-management skills