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Title : Medicaid Paralegal

Location : Ohio - Akron
Refer to Job # DNFI755045

Medicaid Paralegal The candidate will collect and organize relevant financial documents from client. Follow up with client regarding additional documentation needed. Communicate with financial institutions to obtain access to financial information. Complete Client Resource spreadsheet to analyze assets and deliver completed financial assessment to attorney. Complete Medicaid applications and assemble supporting documentation. Following review by attorney, submit application package to Medicaid. Assemble VA packets and coordinate with care coordinator to get VA application signed by client. Complete VA application and submit fully-developed claim to VA. Monitor additional requests from agencies for additional verifications or clarifications. Monitor timelines for submissions and ensure compliance. Communicate with attorney regarding objections or adverse positions raised by agencies and coordinate response. Advise client on how best to gather needed documentation. Answer clients questions regarding Medicaid or VA process. Conduct signings for Qualified Income Trust and Pooled Trust joinder agreements, surrender and beneficiary designation forms, deeds. Draft Qualified Income Trusts, Pooled Trusts, irrevocable asset protection trusts, Wills, general powers of attorney and advance directives. Complete life insurance and annuity liquidation forms, surrenders. Gather information and complete IRA-RMD forms, beneficiary change forms.

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