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Organization TypeLaw Firm
Years of Experience
Paralegal Duties: Promote timely securing access to the income and assets of the Alleged Disabled Person (“ADP”), including public and private benefits (SSA, pension, 401K, IRA, DDA, Medical Assistance, etc.), community bank and brokerage accounts, and title to real and personal property; Ascertain the assets and liabilities of the ADP and prioritize necessary expenses, also reviewing financial and court records for allegations of fraud or misuse by interested and third parties and verifying through investigation facts and allegations therein; Ensure timely discharge from hospitals, removal from dangerous or inadequate community living arrangements and to facilitate admission to more suitable community-based living, assisted living, or long-term care facilities; Secure benefits and subsidies to which the ADP may be eligible but has not applied; Assist in educating Guardians of Person, Interested Persons and caregivers in the roles and responsibilities of Guardians of Person and/or Property and to manage the expectations of all concerned; Facilitate the balancing of the role of the Guardian of Property as fiduciary with the rights of an ADP subject to the intervention of a guardian; Manage schedule of deadlines including due dates for expenses, filing deadlines and requirements for fiduciary reports, and time-sensitive benefits applications; Attend regular guardianship review meetings with the Guardian of Property to ensure fiduciary duties and responsibilities are being fulfilled. A typical day for the paralegal will entail spending half of the day making and receiving telephone calls, emails and letters from ADPs, their Guardians of Person and other caregivers, and representatives of benefit programs, as well as financial services providers, attorneys and court personnel. The other half of the day is spent preparing public benefits applications such as Representative Payee documents for SSA, RRB, VA, and other public benefits or completing documentation to gain access to and information regarding private pensions and bank/brokerage accounts; completing Medical Assistance (community and long-term care) applications and redetermination and compiling supporting documentation for same; reporting to the Guardian of Property regarding status and concerns. Rarely, court testimony may be necessary. Success in this position will lead to promoting the well-being and dignity of a vulnerable disabled and aging population served in all of the counties of Maryland. Serve as the first point of contact, advocate and informational resource for ADPs; and as contact and conduit to the Guardian of Property for caregivers, Guardians of Person, benefits providers, creditors and community resources. Locate and secure income and assets belonging to the ADP to ensure availability to meet essential needs and plan for final arrangements as well as necessary lifetime expenses. Facilitate applications for Medical Assistance and other benefits, such as Qualified Medicare Beneficiary status. Identify/assist with the identification of ‘bad actors’ including Interested Persons precluded from serving as guardian or unethical caregivers/providers, through site visits, record reviews, and so on. Identify and apply for relevant public benefits and community resources that may further benefit the ADP. Facilitate and manage communications with the ADP, Guardians of Person, court staff, financial service providers, family members and attend meetings therewith as necessary. Cultivate and support the relationship between the Guardian of Property and providers/caregivers to foster goodwill and future referrals.
Qualification and Experience
Qualifications: Bachelor’s Degree. 2-3 years of experience in providing service to adults with disabilities or subject to jurisdiction of the Departments of Aging is preferred. Evidence of leadership and self-motivation in meeting the needs of individuals who rely on fiduciaries and caregivers to meet their essential needs. Proficiency in communication technologies – telephone, email, professional written correspondence. Highly organized with attention to detail and time management. Local knowledge about community connections to health care and essential services and social welfare resources. Demonstrate professional, appropriate, effective and tactful communication skills, written, verbal and non-verbal. Demonstrate a positive and professional attitude. Acknowledge ADPs rights to privacy, including HIPAA and financial privacy. Proactively act to meet the highest fiduciary standards, respond with empathy and respect to resolve concerns of third parties and the ADP, recognize opportunities to improve internal standards and services provided. Proactively self-educate and seek continuing education opportunities on providing quality guardianship services and professional skills.
Company infoHiring Coordinator