The law firm of Johnston, Allison & Hord is seeking an experienced paralegal to support the Trusts & Estates Group Fiduciary Litigation and Elder Law Practice with estate planning, special needs planning, long term care planning, asset protection planning, Medicaid and other public benefits applications, estate administration, fiduciary litigation, and guardianships and related special proceedings. Some responsibilities include:
Prepare required documents in connection with long term care and asset protection planning, including promissory notes, annuity applications, affidavits, and deeds.
Manage Medicaid and Special Assistance benefits application process from beginning to end.
Assist attorney with preparation of pleadings and hearing binders for fiduciary litigation, guardianships, conservatorships and related court proceedings.
Assist attorney with drafting pleadings, wills, trusts, financial powers of attorney, healthcare advance directives, and other ancillary planning documents.
Collect, analyze and organize clients' financial records, including tax returns, insurance policies, prior estate planning documents, and various financial statements.
Manage from beginning to end asset alignment process in connection with estate, long term care, and special needs planning.
Assist attorney in representation of individuals, nonprofit organizations, and corporate fiduciaries in disputes involving trusts, estates, power of attorney abuse situations, and related issues.
Prepare probate and administration documents for formal and informal proceedings.
Prepare required documents in connection with the distribution of general and specific bequests, interim and residuary distributions and funding of testamentary trusts.
Assist attorney with eFiling pleadings and service of process.
Special projects and duties, as assigned.
Specific functions may change from time to time.
This position requires excellent organizational skills to maintain a high volume of documents, excellent attention to detail, strong communication skills, accurate typing and proofreading skills, and the ability to handle several projects at one time and meet multiple deadlines in a fast-paced environment.
The qualified candidate must be technology savvy with a strong knowledge in working with Microsoft Office (Word, Outlook, PowerPoint and Excel) and have experience using a legal time and billing system .
College degree and/or paralegal certificate is preferred and Notary is required.
We offer an excellent salary and benefits package.