Legal Staff Paralegal in Ridgewood, NY

Law Firm

Ridgewood, NY

Legal Staff Paralegal in Ridgewood, NY

Legal Staff

No

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Probate Paralegal The candidate prepares all probate petitions, decrees and forms required for filing. Prepares petitions, affidavits, inventory assets, and waivers, and Trust Administration documents and tracks these matters throughout the process. Creates, modifies and maintains all internal forms required to perform tasks. Enters all relevant general information and meeting notes into the firm practice management system. Prepares probate and trust administration accountings for respective clients for approval by the Attorney. Establish expectations for client as to timeline and input and the frequency required. Calendars all work and is responsible for meeting applicable deadlines and having petitions/forms required for clients to sign. Obtain required forms from financial institutions and other professional organizations, complete in accordance with client funding table and submit to financial institution and other professional organizations to ensure client's assets retitled as instructed. Work with Attorney to ensure client's trusts are funded properly. Meet with clients as needed to handle all Funding related matters. Provide quality customer service to clients. Ensure that potential clients, and their families and ensure all clients calls/emails are handled timely. Communication with attorney as needed regarding all client need and/or questions on attorney instruction. Work with the attorney to confirm client eligibility. Work with clients and other sources to get all information required to file the Medicaid application. Assemble application for submission to county in accordance to county. Follow up with county on each application from submission to approval. Yearly re-certifications for clients. Report to nursing home regarding filing for Medicaid or Medicaid decision. Meet with attorney promptly upon receipt of denial or approvals to assure decision is consistent with expectations and to determine if Fair Hearing is recommended to client. Communication with attorney as needed regarding all client needs, county requests and/or questions from either.