Elder Law and Estate Planning Professional

7 days ago


Melville, New York, United States Engage Partners Inc. Full time
About the Role

We are seeking an experienced and highly motivated Legal Assistant to join our Elder Law and Estate Planning practice group at Engage Partners Inc. This is a unique opportunity for a professional to continue to develop and grow in a collaborative team environment.

The ideal candidate will have a passion for Elder Law and Estate Planning and enjoy helping clients navigate challenging life situations. They will possess the integrity, skills, and work ethic needed to thrive in a growing law practice that values teamwork and client relationships.

Key Responsibilities
  • Draft and review Elder Law and Estate planning documents, including Advance Directives, Wills, Revocable and Irrevocable Trusts, with clients
  • Meet regularly with clients, communicate effectively, and nurture client relationships
  • Prepare and file Medicaid applications
Requirements
  • 2 or more years of experience as a paralegal in an Elder Law and Estate Planning law firm
  • Proficient in Microsoft Office Suite and comfortable using new technology
  • Strong written, communication, and organizational skills
  • Excellent interpersonal skills and empathy for clients
  • Possess a collaborative attitude and ability to work well with others and independently
  • Excellent typing, spelling, and grammatical skills with a high degree of attention to detail
  • Ability to prioritize deadlines and manage multiple tasks


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