Job Details

Legal Staff Paralegal in Yorktown, VA

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Company name

The Heritage Law Group.

Organization Type

Law Firm

Job Type

Legal Staff

Practice Area

Elder Law
Health Care

Years of Experience

Min 2 yrs required

Location

Yorktown, VA

Posted on

Jun 11,2018

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Profile

Long-Term Care Planning Paralegal Duties: Acting as the initial “face of the firm” to prospective Long-Term Care Planning clients. Meeting with prospective clients to review financial, personal, and medical information. Providing summary of key matters to attorney to allow quick and accurate understanding of prospective client’s situation. Coordinating long-term care, estate planning, and guardianships/conservatorship files. Working with clients to determine value of assets and income, gifts and debts. Working with clients to implement attorney-designed plan. Adjusting plan based on changing circumstances. Confirming client has reached financial eligibility.

Qualification and Experience

Qualifications: Experience with Elder Law. Experience with Medicaid process. Analytical skills to read financial statements and to analyze and adjust financial plans. Ability to work with clients in crisis, including older clients. Proficiency with Microsoft Office Suite, HotDocs, and Sales Force. Strong attention to detail and organizational skills, including time management. Ability to multi-task, prioritize, and problem solve. Excellent written and verbal communication skills. Ability to work independently and as part of a team.

Additional info

Send a cover letter and resume.

Company info

Hiring Coordinator
The Heritage Law Group.
1700-D George Washington Memorial Hwy
Yorktown, VA 23693