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 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
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 perform other administrative duties as needed
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
Qualifications
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
High-level organizational skills and time-management abilities
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 Salary: Competitive, based on experience. Compensation: $56,000 - $61,000 yearly
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Responsibilities
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 perform other administrative duties as needed
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
Qualifications
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
High-level organizational skills and time-management abilities
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 Salary: Competitive, based on experience. Compensation: $56,000 - $61,000 yearly
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