Paralegal – Estate Planning, Medicaid, Probate, Trust & Estates

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.

• 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.

• 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.