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Job Details

Elder Law amp Estate Planning Paralegal and Marketing

Company name

1 yrs required

, NY, United States

Employment Type

Legal, Marketing

Posted on
Sep 09, 2023

Valid Through
Dec 23, 2023


Woodbury Elder Law and Estate Planning team oriented firm in conjunction with Financial Services and Accounting firm seeking organized and highly motivated paralegal with excellent verbal and written communication skills. Daily client interfacing.

Experience in preparing administrating estates and trusts, drafting and Medicaid application processing a plus. Additional practices with room for growth and education in Financial Services and Accounting.

Responsibilities include:

  • Drafting, proofreading, and finalizing estate planning documents.

  • Medicaid intake, processing, and review with Department of Social Services

  • Estate administration processing.

  • Communications to clients, financial institutions and courts

  • Answering phones and handling calendar/ appointments

  • Marketing and social media projects for firm.

  • Concierge service to clients

Job Type: Full-time

Company info


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