Paralegal - Estate and Trust Administration
The Legacy Elder Law Center
Leesburg, VA US
Posted ago
The Legacy Elder Law Center

Estate/Trust Administration and VA/Medicaid Benefits Paralegal

Opportunity Overview: This position is for the individual who seeks the opportunity to be mentored by excellent lawyers and senior paralegals but also wants significant independence and the ability to work from home when possible. Salary is commensurate with experience, but comes with a generous bonus structure and time off. We have a very family friendly environment. Benefits include excellent health insurance, 401(k) participation, payment of continuing education. Engagement in the community and professional development are encouraged and supported by the firm. This position is for a young paralegal seeking a career, not just a job.

Firm Overview: At the Legacy Elder Law Center, we focus on elder law, estate planning, special needs law, and Medicaid benefits planning, as well as other closely related practice areas. We believe our clients should be able to control their own destinies and financial well-being and live with maximum dignity and independence. We are a steadily growing, nationally recognized, yet small and collegial Northern Virginia law firm located in downtown Leesburg, Virginia. We take a highly personal and customized approach to the practice of law.

The Candidate We Are Looking for: We are seeking a full-time paralegal with some experience in estate and trust administration who has an interest in learning how to prepare and prosecute benefits applications with the Department of Veterans Affairs and local Medicaid offices. The successful candidate will be a person with extraordinary compassion and outstanding organizational and communication skills. He or she will work closely with, and assist, our Senior Estate/Trust Administration and Government Benefits Paralegal in providing outstanding results and customer service to our clients.

If these words describe you, you may be the person we are looking for:

  • Reliable / Dependable
  • Compassionate
  • Good Listener
  • Process Oriented / Methodical
  • Trustworthy / Ethical
  • Completes Tasks
  • Team Player
  • Sincere
  • Even-tempered
  • Humble
  • Patient
  • Investigative / Curious
  • Decides things based on facts/figures
  • Checks Information
  • Detail Oriented / Analytical / Precise / Accurate

Interested applicants should submit a resume along with a cover letter, references and salary requirements.

Responsibilities

Position Details: The Estate/Trust Administration and Government Benefits Paralegal works closely with the firm’s Senior Estate/Trust Administration and Government Benefits Paralegal, the Head of the firm’s Planning and Administration Section, and directly with the firm’s clients to:

  • Handle the administration of decedent’s estate and beneficiary trusts.
  • Support clients in estate and trust administration matters.
  • Prepare, review, and file inventories and accountings and shepherd filings through the official approval process.
  • Compile information for, prepare, file, and prosecute VA Aid and Attendance and ABD Medicaid benefits applications.
  • Contribute to benefit strategy planning and implementation.
  • Educate client
  • Support other Legacy Elder Law Center team members with subject matter expertise.
  • Positively represent the firm at all times through a success-oriented and professional demeanor.

Qualifications

Position Expectations – The Estate/Trust Administration and Government Benefits Paralegal has:

  • A minimum of one (1) year estate/trust administration experience.
  • A positive attitude and ability to communicate clearly and compassionately with clients and team members.
  • A friendly, courteous, patient, and professional demeanor.
  • A sense of humor, empathy, and a strong sense of gratitude.
  • Excellent time management skills and the ability to collaborate with others to meet deadlines.
  • A heightened sense of responsiveness to client and team member questions and inquiries.
  • A gift for assessing client needs and determining the next steps.
  • A commitment to quality, critical thinking, focus and consistent follow through with clients and team members.
  • The ability to prioritize, organize, and operate profitably.
  • Self-initiative and is adept at taking direction, acknowledging and correcting mistakes, and exceeding expectations.
  • Confidence and tenacity and a willingness to “speak truth to power” when needed.
  • The ability to exercise diplomacy and discretion.
  • Commitment to effective teamwork.

Compensation
$40,000 - $60,000 yearly
About The Legacy Elder Law Center

At the Legacy Elder Law Center, we focus on elder law, estate planning, special needs law, and resolution of disputes involving estate/trust matters, fiduciary duties, and guardianships/conservatorships, as well as other closely related practice areas. We are a steadily growing, nationally recognized, yet small and collegial Northern Virginia law firm located in downtown Leesburg, Virginia. We take a highly personal and customized approach to the practice of law.

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