Elder Law Paralegal in Dublin, OH| LawFirmStaff

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Title : Elder Law Paralegal

Location : Ohio - Dublin
Refer to Job # XRUF707708


Elder Law Paralegal The candidate will be working exclusively in the fields of estate planning and elder law. Client Process Management meetings/drafting/client and internal communication. Conducting intake and closing meetings with clients. Help plan strategy for elder law legal services. Set client-specific deadlines and follow up diligently for collection of information. Review bank statements and estate planning documents to determine status of estate. Prepare documents for the transfer or liquidations assets such as life insurance, annuities and other financial instruments. Maintain case documents and progress chart and update clients on status. Facilitating Benefit Applications Start to Finish/Approval (Medicaid, PASSPORT and Veteran s Programs). Should preferably have previous elder law experience. Should be competent with numbers (for accountings and Medicaid applications).
 
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