Elder Law Paralegal

Equivity is seeking a skilled paralegal with a minimum of three years of experience supporting attorneys in elder law matters, including Medicaid planning, long-term care, guardianship, probate, and estate planning. As part of our team, you’ll deliver high-level virtual support to attorneys nationwide while benefiting from the flexibility and autonomy of remote work in a collaborative, professional environment. Key Responsibilities:

• Draft and prepare elder law documents, including powers of attorney, advance healthcare directives, revocable and irrevocable trusts, and related estate planning documents.
• Assist with Medicaid planning and application processes, including gathering financial documentation and preparing required forms.
• Prepare and file guardianship petitions, annual accountings, and other related court documents.
• Support attorneys with probate matters, including preparing petitions, notices, and inventories, and ensuring compliance with court deadlines.
• Conduct legal research related to elder law, Medicaid regulations, probate, and long-term care planning.
• Maintain organized and up-to-date case files, ensuring all deadlines and court requirements are met.
• Coordinate with government agencies, financial institutions, and healthcare providers to obtain necessary records and information.
• Communicate professionally and compassionately with elderly clients and their families to support ongoing legal matters.
• Track important case deadlines, manage calendars, and support attorneys with day-to-day case management tasks.
• Uphold the highest standards of confidentiality and professionalism in all client interactions and documentation.

About You:

• Experience using elder law or estate planning software such as HotDocs or Wealth Counsel.
• Proficient in Microsoft Office, Adobe, and legal case management software such as Clio.
• Excellent written and verbal communication skills, strong organizational ability, and attention to detail.
• Comfortable working independently in a remote environment and managing multiple cases simultaneously.
• Quiet, professional home office setup suitable for client and team calls.
• The selected paralegal will come on board as a W-2 employee (not a 1099 independent contractor), with a minimum availability of 20 hours per week.

Why Equivity?

• Comprehensive Benefits: Medical, dental, vision, paid sick time, employee discounts, EAP, and expense reimbursements.
• Work-Life Balance: Flexible scheduling with the freedom of remote work.
• Performance Bonuses: Quarterly incentives based on performance and client satisfaction.
• Professional Growth: Work with a team of experienced professionals and develop long-term relationships with a variety of clients

About Equivity: Equivity provides virtual assistance to clients across the United States, with specialties in administrative, marketing, and paralegal support services. Equivity works closely with our clients to provide them with virtual paralegals who are experienced in their field and have successfully worked in a remote or virtual environment. Our rich portfolio possesses clients ranging from solo legal practitioners to multi-partner law firms across varied law specialties. Our virtual paralegals are not just employees; they are the pillars of our esteemed organization, working autonomously and fostering valued relationships with our clientele. Come discover the opportunities that await at Equivity! We welcome applicants throughout the US! If you want to learn more about Equivity’s world, visit www.equivityva.com Equivity is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Equivity is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Equivity are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, creed, national origin, age, disability, sexual orientation, gender orientation, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Equivity will not tolerate discrimination or harassment based on any of these characteristics.

• Bachelor’s degree required.
• Minimum of three years of experience working in a law firm supporting attorneys in elder law matters, including Medicaid planning, guardianships, long-term care, probate, and estate planning.
• Be able to operate with significant independence.
• Be responsible for maintaining timely communication with clients between 9 am – 6 pm.

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